How big is Sheriff & Morgan, P.C.'s plan?

Sheriff & Morgan, P.C.'s plan reported $190K in assets and 4 participants for 2025.

Original filing (PDF)20260511135724NAL0005801617001

Sheriff & Morgan, P.C.

Name: Sheriff & Morgan, P.C. — Sheriff & Morgan, P.C./, Form 5500 (2025)
Creator: Sheriff & Morgan, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sheriff & Morgan, P.C./ Safe Harbor 401(k) Plan

401(k) retirement plan · Sheriff & Morgan, P.C.'s Sheriff & Morgan, P.C./ Safe Harbor 401(k) Plan held $190K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

Jeffrey Sheriff signed Sheriff & Morgan, P.C.'s 2025 Form 5500 as plan administrator.

Jeffrey Sheriff — 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

Sheriff & Morgan, P.C.'s EIN is 75-2303848.

EIN 75-2303848

Plan number 001

Plan year 2025

ACK ID 20260511135724NAL0005801617001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sheriff & Morgan, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sheriff & Morgan, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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