Original filing (PDF)20250423094826NAL0009649792001

GOLLOB MORGAN PEDDY PC

Name: GOLLOB MORGAN PEDDY PC — GOLLOB MORGAN PEDDY PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GOLLOB MORGAN PEDDY PC

Form 5500-SF

FILING_RECEIVED

GOLLOB MORGAN PEDDY PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOLLOB MORGAN PEDDY PC.

Plan sponsor

Name

GOLLOB MORGAN PEDDY PC

EIN

75-2147296

Address

1001 ESE LOOP 323 STE 300 · TYLER, TX · 757019609

Phone

(903) 534-0088

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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