How big is Zachary Morrison's plan?

Zachary Morrison's plan reported $36K in assets and 5 participants for 2024.

Original filing (PDF)20250718190822NAL0003687570001

Zachary Morrison

Name: Zachary Morrison — Morrison HVAC, Form 5500 (2024)
Creator: Zachary Morrison
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morrison HVAC

401(k) retirement plan · Zachary Morrison's Morrison HVAC held $36K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Shirley Horner signed Zachary Morrison's 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

Zachary Morrison's EIN is 92-1414118.

EIN 92-1414118

Plan number 001

Plan year 2024

ACK ID 20250718190822NAL0003687570001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zachary Morrison's 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 ZACHARY MORRISON.

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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

Helping the score