How big is Elizabeth Morse Genius Foundation's plan?

Elizabeth Morse Genius Foundation's plan reported $2.7M in assets and 9 participants for 2024.

Original filing (PDF)20250424094606NAL0012032256001

Elizabeth Morse Genius Foundation

Name: Elizabeth Morse Genius Foundation — Elizabeth Morse, Form 5500 (2024)
Creator: Elizabeth Morse Genius Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elizabeth Morse Genius Foundation RET. SVGS

401(k) retirement plan · Elizabeth Morse Genius Foundation's Elizabeth Morse Genius Foundation RET. SVGS held $2.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Douglas A. Woodman signed Elizabeth Morse Genius Foundation's 2024 Form 5500 as plan administrator.

Douglas A. Woodman — 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

Elizabeth Morse Genius Foundation's EIN is 13-6115217.

EIN 13-6115217

Plan number 002

Plan year 2024

ACK ID 20250424094606NAL0012032256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elizabeth Morse Genius Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elizabeth Morse Genius Foundation's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIZABETH MORSE GENIUS FOUNDATION.

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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