Original filing (PDF)20250611064426NAL0015511393001

MARK MOROWITZ CPA

Name: MARK MOROWITZ CPA — MARK MOROWITZ CPA 401K PLAN, Form 5500 (2024)
Creator: MARK MOROWITZ CPA

Form 5500-SF

FILING_RECEIVED

MARK MOROWITZ CPA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

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

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 MARK MOROWITZ CPA.

Plan sponsor

Name

MARK MOROWITZ CPA

EIN

92-0180556

Address

15221 IXORA RD · DELRAY BEACH, FL · 33484

Phone

(609) 338-3603

Industry

Other Services (ex. Public Admin)see 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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Other Services (ex. Public Admin) plans

JAGA INVESTMENTS 3 LLC

JAGA INVESTMENTS 3 LLC 401(K) PROFIT SHARING PLAN & TRUST

$4K · 4 participants

ADEUATE ONE TRUCKING INC

$4K · 12 participants

MICHALK BEATTY & ALCOZER, LP

MICHALK BEATTY & ALCOZER LP

$4K · 8 participants

GEN 1 PROTECTION LLC

$4K · 24 participants

HIS CAPITAL GROUP LLC

HIS CAPITAL GROUP LLC 401K PLAN

$4K · 3 participants