Original filing (PDF)20251012183911NAL0001055344002

MORTON & ASSOCIATES ACCOUNTANCY CORP

Name: MORTON & ASSOCIATES ACCOUNTANCY CORP — MORTON & ASSOCIATES ACCOUNTANCY CORP 401K PLAN, Form 5500 (2024)
Creator: MORTON & ASSOCIATES ACCOUNTANCY CORP

Form 5500-SF

FILING_RECEIVED

MORTON & ASSOCIATES ACCOUNTANCY CORP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORTON & ASSOCIATES ACCOUNTANCY CORP.

Plan sponsor

Name

MORTON & ASSOCIATES ACCOUNTANCY CORP

EIN

77-0483462

Address

P.O.BOX 50455 · PALO ALTO, CA · 94303

Phone

(650) 323-6665

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

2025-10-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

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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