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MORGAN MEMORIAL GOODWILL INDUSTRIES — MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. 401(A) RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250414155229NAL0003460704001
MORGAN MEMORIAL GOODWILL INDUSTRIES
Form 5500-SF
FILING_RECEIVED
MORGAN MEMORIAL GOODWILL INDUSTRIES, INC. 401(A) RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
47
Accounts w/ balance
73
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MORGAN MEMORIAL GOODWILL INDUSTRIES
.
Find decision makers
Plan sponsor
Name
MORGAN MEMORIAL GOODWILL INDUSTRIES
EIN
04-2106765
Address
1010 HARRISON AVENUE · BOSTON, MA · 021192540
Phone
(617) 541-1260
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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