How big is Joseph Morgan & Sons Constructio's plan?

Joseph Morgan & Sons Constructio's plan reported $35K in assets and 21 participants for 2024.

Original filing (PDF)20250710050818NAL0014342242001

Joseph Morgan & Sons Constructio

Name: Joseph Morgan & Sons Constructio — Joseph Morgan &, Form 5500 (2024)
Creator: Joseph Morgan & Sons Constructio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph Morgan & Sons Construction Inc. 401(k) Plan

401(k) retirement plan · Joseph Morgan & Sons Constructio's Joseph Morgan & Sons Construction Inc. 401(k) Plan held $35K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Shirley Horner signed Joseph Morgan & Sons Constructio'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

Joseph Morgan & Sons Constructio's EIN is 13-4294056.

EIN 13-4294056

Plan number 001

Plan year 2024

ACK ID 20250710050818NAL0014342242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph Morgan & Sons Constructio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph Morgan & Sons Constructio'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 JOSEPH MORGAN & SONS CONSTRUCTIO.

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Plan health score

Above-average plan

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