How big is J Morgan Ltd. Inc.'s plan?

J Morgan Ltd. Inc.'s plan reported $904K in assets and 7 participants for 2024.

Original filing (PDF)20250403102215NAL0019614370001

J Morgan Ltd. Inc.

Name: J Morgan Ltd. Inc. — J Morgan Ltd. Inc. 401(k), Form 5500 (2024)
Creator: J Morgan Ltd. Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Morgan Ltd. Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · J Morgan Ltd. Inc.'s J Morgan Ltd. Inc. 401(k) Profit Sharing Plan & Trust held $904K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

People on this filing

John S Morgan signed J Morgan Ltd. Inc.'s 2024 Form 5500 as plan administrator.

John S Morgan — 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

J Morgan Ltd. Inc.'s EIN is 38-2800447.

EIN 38-2800447

Plan number 001

Plan year 2024

ACK ID 20250403102215NAL0019614370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J Morgan Ltd. Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J Morgan Ltd. Inc.'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 J MORGAN LTD INC.

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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

Helping the score