Original filing (PDF)20250218162650NAL0005277360001

S MORGAN CORPORATION

Name: S MORGAN CORPORATION — S. MORGAN CORPORATION RETIREMENT PLAN, Form 5500 (2024)
Creator: S MORGAN CORPORATION

Form 5500-SF

FILING_RECEIVED

S. MORGAN CORPORATION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S MORGAN CORPORATION.

Plan sponsor

Name

S MORGAN CORPORATION

EIN

23-2919135

Address

15 ARENTZEN BLVD · UPPER SUITE · CHARLEROI, PA · 15022

Phone

(724) 872-6589

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-18

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

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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