How big is Tom Morgan DBA Usher XTM's plan?

Tom Morgan DBA Usher XTM's plan reported $7K in assets and 4 participants for 2024.

Original filing (PDF)20250718152046NAL0003326690001

Tom Morgan DBA Usher XTM

Name: Tom Morgan DBA Usher XTM — Usher XTM 401(k) Plan, Form 5500 (2024)
Creator: Tom Morgan DBA Usher XTM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Usher XTM 401(k) Plan

401(k) retirement plan · Tom Morgan DBA Usher XTM's Usher XTM 401(k) Plan held $7K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Marcus Bowie signed Tom Morgan DBA Usher XTM's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Tom Morgan DBA Usher XTM's EIN is 43-1396255.

EIN 43-1396255

Plan number 001

Plan year 2024

ACK ID 20250718152046NAL0003326690001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tom Morgan DBA Usher XTM from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tom Morgan DBA Usher XTM's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOM MORGAN DBA USHER XTM.

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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