How big is Moorman TATE, LLP's plan?

Moorman TATE, LLP's plan reported $1.5M in assets and 8 participants for 2025.

Original filing (PDF)20260318075308NAL0004761408001

Moorman TATE, LLP

Name: Moorman TATE, LLP — Moorman TATE, LLP Profit Sharing, Form 5500 (2025)
Creator: Moorman TATE, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moorman TATE, LLP Profit Sharing Plan

Defined-contribution retirement plan · Moorman TATE, LLP's Moorman TATE, LLP Profit Sharing Plan held $1.5M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Moorman TATE, LLP's EIN is 74-1540304.

EIN 74-1540304

Plan number 001

Plan year 2025

ACK ID 20260318075308NAL0004761408001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Moorman TATE, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Moorman TATE, LLP's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOORMAN TATE, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score