Original filing (PDF)20250527192137NAL0011045456001

JOSEPH L. MORTON III, P.C.

Name: JOSEPH L. MORTON III, P.C. — JOSEPH L. MORTON III, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: JOSEPH L. MORTON III, P.C.

Form 5500-SF

FILING_RECEIVED

JOSEPH L. MORTON III, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JOSEPH L. MORTON III, P.C.

EIN

82-0516628all filings

Address

132 SW 5TH AVENUE · SUITE 150 · MERIDIAN, ID · 83642

Phone

(208) 287-4433

Industry

Law 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

2025-05-27

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

THE CRISP LAW FIRM PLLC

THE CRISP LAW FIRM PLLC 401(K) PLAN

$252K · 4 participants

JEFFREY HUFFT ATTORNEY AT LAW, LLC

HUFFT LAW FIRM 401(K) PLAN

$252K · 3 participants

LAW OFFICES OF MINOR & KEENE, A PROFESSIONAL CORPORATION

MINOR AND KEENE SAFE HARBOR 401(K) PLAN

$252K · 5 participants

THE PAPPALARDO LAW GROUP PLLC

THE PAPPALARDO LAW GROUP 401(K) PLAN

$252K · 4 participants

LAW OFFICE OF WAYNE W. BILSKY, P.A.

LAW OFFICE OF WAYNE W. BILSKY, P.A. 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.