Original filing (PDF)20250728113724NAL0003206066001

MORRIS B. PENNER, INC.

Name: MORRIS B. PENNER, INC. — M. PENNER 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MORRIS B. PENNER, INC.

Form 5500-SF

FILING_RECEIVED

M. PENNER 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORRIS B. PENNER, INC..

Plan sponsor

Name

MORRIS B. PENNER, INC.

DBA

M. PENNER

EIN

74-1801178

Address

1180-06 UPTOWN PARK BLVD · STE 6 · HOUSTON, TX · 77056

Phone

(713) 527-8200

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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