How big is Morgeson Electric Heating & AC LLC's plan?

Morgeson Electric Heating & AC LLC's plan reported $3K in assets and 5 participants for 2024.

Original filing (PDF)20251229132859NAL0028556176001

Morgeson Electric Heating & AC LLC

Name: Morgeson Electric Heating & AC LLC — Morgeson, Form 5500 (2024)
Creator: Morgeson Electric Heating & AC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgeson Electric Heating & AC LLC CBS Benefit Plan

Health & welfare plan · Morgeson Electric Heating & AC LLC's Morgeson Electric Heating & AC LLC CBS Benefit Plan held $3K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$884

People on this filing

Joseph HSU signed Morgeson Electric Heating & AC LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Morgeson Electric Heating & AC LLC's EIN is 26-0039614.

EIN 26-0039614

Plan number 501

Plan year 2024

ACK ID 20251229132859NAL0028556176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgeson Electric Heating & AC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgeson Electric Heating & AC LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGESON ELECTRIC HEATING & AC LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score