Original filing (PDF)20241115161439NAL0001651504001

MORGAN & WEISBROD, L.L.P.

Name: MORGAN & WEISBROD, L.L.P. — MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVING, Form 5500 (2023)
Creator: MORGAN & WEISBROD, L.L.P.

Form 5500-SF

FILING_RECEIVED

MORGAN & WEISBROD 401(K) PROFIT SHARING AND SAVING

401(k) retirement plan

Signals · 1

Late filing · 36.0 mo

Active participants

Accounts w/ balance

109

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORGAN & WEISBROD, L.L.P..

Plan sponsor

Name

MORGAN & WEISBROD, L.L.P.

EIN

75-2256782

Address

11551 FOREST CENTRAL DR., SUITE 300 · DALLAS, TX · 75243

Phone

(214) 987-0005

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-11-15

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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