Original filing (PDF)20250603073338NAL0007084515001

MARGARET CLARK MORGAN FOUNDATIO

Name: MARGARET CLARK MORGAN FOUNDATIO — MARGARET CLARK MORGAN FOUNDATION 401K PLAN, Form 5500 (2024)
Creator: MARGARET CLARK MORGAN FOUNDATIO

Form 5500-SF

FILING_RECEIVED

MARGARET CLARK MORGAN FOUNDATION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 MARGARET CLARK MORGAN FOUNDATIO.

Plan sponsor

Name

MARGARET CLARK MORGAN FOUNDATIO

EIN

34-1948246

Address

53 FIRST STREET · HUDSON, OH · 44236

Phone

(330) 655-1366

Industry

Other Services (ex. Public Admin)see 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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

MAKE-A-WISH FOUNDATION OF MINNESOTA

MAKE-A-WISH FOUNDATION OF MINNESOTA 401(K) PLAN

$1.5M · 21 participants

MINNESOTA COUNCIL ON FOUNDATIO

403(B) THRIFT PLAN FOR EMPLOYEES OF MINNESOTA COUNCIL ON FOUNDATIONS

$1.5M · 12 participants

MAINE HUMANITIES COUNCIL

MAINE HUMANITIES COUNCIL DC PLAN

$1.5M · 13 participants

KANSAS CHAMBER OF COMMERCE

KANSAS CHAMBER OF COMMERCE PROFIT SHARING PLAN

$1.5M · 10 participants

THE CONSUMER SATISFACTION TEAM