How big is Williamson Morgan & Associates' plan?

Williamson Morgan & Associates' plan reported $4K in assets and 66 participants for 2024.

Original filing (PDF)20250712070425NAL0006825313001

Williamson Morgan & Associates

Name: Williamson Morgan & Associates — Williamson Morgan &, Form 5500 (2024)
Creator: Williamson Morgan & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamson Morgan & Associates LLC 401(k) Plan

401(k) retirement plan · Williamson Morgan & Associates' Williamson Morgan & Associates LLC 401(k) Plan held $4K in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Shirley Horner signed Williamson Morgan & Associates' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Williamson Morgan & Associates' EIN is 81-3818036.

EIN 81-3818036

Plan number 001

Plan year 2024

ACK ID 20250712070425NAL0006825313001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williamson Morgan & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williamson Morgan & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WILLIAMSON MORGAN & ASSOCIATES.

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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