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  2. Spivey and Morton CPA PA

Filings through Oct 24, 2026.

Sponsor portfolio

Spivey and Morton CPA PA

EIN 47-1120970-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$62K assets
Welfare
0
Participants
6
201 FOREST HILLS RD NW - WILSON, NC 27896252-674-1820
Plans on this EIN
1 filing
#001401(k)-$62K - 6 part

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Retirement#001

SPIVEY & MORTON 401(K) PLAN

401(k)

Assets$62K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPIVEY & MORTON 401(K) PLAN401(k)$62K62025
Retirement plans
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