· 2022–2024 · DOL EFAST2

GUILLERMO J. MORELL, M.D., P.A. — GUILLERMO J MORELL MD PA PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250916032414NAL0004165250001

GUILLERMO J. MORELL, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

GUILLERMO J MORELL MD PA PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUILLERMO J. MORELL, M.D., P.A..

Plan sponsor

Name

GUILLERMO J. MORELL, M.D., P.A.

EIN

76-0666698

Address

6560 FANNIN ST STE 1532 · HOUSTON, TX · 770302728

Phone

(713) 796-0800

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-09-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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