How big is Jeremy Morgan DDS' plan?

Jeremy Morgan DDS' plan reported $129K in assets and 11 participants for 2024.

Original filing (PDF)20250701104118NAL0030416386001

Jeremy Morgan DDS

Name: Jeremy Morgan DDS — Jeremy Morgan DDS 401(k) Plan, Form 5500 (2024)
Creator: Jeremy Morgan DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeremy Morgan DDS 401(k) Plan

401(k) retirement plan · Jeremy Morgan DDS' Jeremy Morgan DDS 401(k) Plan held $129K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

Plan identifiers

Jeremy Morgan DDS' EIN is 86-1896547.

EIN 86-1896547

Plan number 001

Plan year 2024

ACK ID 20250701104118NAL0030416386001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jeremy Morgan DDS' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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

Knocking points off