How big is Gollob Morgan Peddy PC's plan?

Gollob Morgan Peddy PC's plan reported $11.0M in assets and 92 participants for 2024.

Original filing (PDF)20250423094826NAL0009649792001

Gollob Morgan Peddy PC

Name: Gollob Morgan Peddy PC — Gollob Morgan Peddy PC, Form 5500 (2024)
Creator: Gollob Morgan Peddy PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gollob Morgan Peddy PC Profit Sharing Plan

401(k) retirement plan · Gollob Morgan Peddy PC's Gollob Morgan Peddy PC Profit Sharing Plan held $11.0M in plan assets for 92 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

People on this filing

Daniel Montgomery signed Gollob Morgan Peddy PC's 2024 Form 5500 as plan administrator.

Daniel Montgomery — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gollob Morgan Peddy PC's EIN is 75-2147296.

EIN 75-2147296

Plan number 001

Plan year 2024

ACK ID 20250423094826NAL0009649792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gollob Morgan Peddy PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gollob Morgan Peddy PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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