How big is Chelsea Morgan Securities Inc.'s plan?

Chelsea Morgan Securities Inc.'s plan reported $383K in assets and 7 participants for 2024.

Original filing (PDF)20250609174954NAL0014475889001

Chelsea Morgan Securities Inc.

Name: Chelsea Morgan Securities Inc. — Chelsea Morgan, Form 5500 (2024)
Creator: Chelsea Morgan Securities Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chelsea Morgan Securities Inc. - 401(k)

401(k) retirement plan · Chelsea Morgan Securities Inc.'s Chelsea Morgan Securities Inc. - 401(k) held $383K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

People on this filing

Shirley Horner signed Chelsea Morgan Securities Inc.'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

Chelsea Morgan Securities Inc.'s EIN is 11-3489062.

EIN 11-3489062

Plan number 001

Plan year 2024

ACK ID 20250609174954NAL0014475889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Chelsea Morgan Securities Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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