How big is Margaret Clark Morgan Foundatio's plan?

Margaret Clark Morgan Foundatio's plan reported $1.5M in assets and 20 participants for 2024.

Original filing (PDF)20250603073338NAL0007084515001

Margaret Clark Morgan Foundatio

Name: Margaret Clark Morgan Foundatio — Margaret Clark, Form 5500 (2024)
Creator: Margaret Clark Morgan Foundatio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margaret Clark Morgan Foundation 401(k) Plan

401(k) retirement plan · Margaret Clark Morgan Foundatio's Margaret Clark Morgan Foundation 401(k) Plan held $1.5M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Richard Kellar signed Margaret Clark Morgan Foundatio's 2024 Form 5500 as plan administrator.

Richard Kellar — 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

Margaret Clark Morgan Foundatio's EIN is 34-1948246.

EIN 34-1948246

Plan number 001

Plan year 2024

ACK ID 20250603073338NAL0007084515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Margaret Clark Morgan Foundatio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Margaret Clark Morgan Foundatio'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 MARGARET CLARK MORGAN FOUNDATIO.

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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

Knocking points off