· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOHN J. MORGAN COMPANY — JOHN J. MORGAN COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230922141839NAL0003137667001
JOHN J. MORGAN COMPANY
Form 5500-SF
FILING_RECEIVED
JOHN J. MORGAN COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
11
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHN J. MORGAN COMPANY
.
Find decision makers
Plan sponsor
Name
JOHN J. MORGAN COMPANY
EIN
41-1278553
Address
1413 THOMPSON AVENUE · SOUTH ST. PAUL, MN · 55075
Phone
(651) 698-0089
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2023-09-22
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
PRODUCTION PLUS TECHNOLOGIES, IN
PRODUCTION PLUS TECHNOLOGIES INC 401(K) PLAN
$4.3M · 29 participants
OHIO HEALTH INFORMATION PARTNERSHIP
OHIO HEALTH INFORMATION PARTNERSHIP 403(B) PLAN
$4.3M · 30 participants
EMPIRE LUMBER & MILLWORK CO.
EMPIRE LUMBER & MILLWORK CO. 401(K) PROFIT SHARING PLAN & TRUST
$4.3M · 37 participants
SUCCESSKPI INC
SUCCESSKPI INC 401(K) PROFIT SHARING PLAN & TRUST
$4.3M · 66 participants
PROJECT MATERIALS USA, LLC DBA
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PROJECT MATERIALS USA, LLC DBA PM PIPING 401(K) PLAN
$4.3M · 10 participants
NICHOLS & SKINNER, L.C.
NICHOLS & SKINNER, L.C. 401(K) PROFIT SHARING PLAN
$4.2M · 25 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
