How big is I. Morgenstein, Inc.'s plan?

I. Morgenstein, Inc.'s plan reported $157K in assets and 6 participants for 2023.

Original filing (PDF)20250709133700NAL0002858563001

I. Morgenstein, Inc.

Name: I. Morgenstein, Inc. — I. Morgenstein, Inc., Form 5500 (2023)
Creator: I. Morgenstein, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

I. Morgenstein, Inc. Employees' Profit Sharing Plan

Defined-contribution retirement plan · I. Morgenstein, Inc.'s I. Morgenstein, Inc. Employees' Profit Sharing Plan held $157K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

Plan identifiers

I. Morgenstein, Inc.'s EIN is 13-1549855.

EIN 13-1549855

Plan number 002

Plan year 2023

ACK ID 20250709133700NAL0002858563001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for I. Morgenstein, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

I. Morgenstein, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for I. MORGENSTEIN, 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

Helping the score