How big is B.D. Morgan & Co., Inc.'s plan?

B.D. Morgan & Co., Inc.'s plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20251126140316NAL0002444563001

B.D. Morgan & Co., Inc.

Name: B.D. Morgan & Co., Inc. — B.D. Morgan & Co., Inc., Form 5500 (2024)
Creator: B.D. Morgan & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B.D. Morgan & Co., Inc. SOCA Benefit Plan

Health & welfare plan · B.D. Morgan & Co., Inc.'s B.D. Morgan & Co., Inc. SOCA Benefit Plan held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$490

People on this filing

Matt Appenzeller signed B.D. Morgan & Co., Inc.'s 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

B.D. Morgan & Co., Inc.'s EIN is 31-0383085.

EIN 31-0383085

Plan number 501

Plan year 2024

ACK ID 20251126140316NAL0002444563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B.D. Morgan & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B.D. Morgan & Co., Inc.'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 B.D. MORGAN & CO., INC.

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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