How big is Kazuko Morgan's plan?

Kazuko Morgan's plan reported $5.8M in assets and 3 participants for 2023.

Original filing (PDF)20241008140914NAL0009760595001

Kazuko Morgan

Name: Kazuko Morgan — Kazuko Morgan Defined Benefit, Form 5500 (2023)
Creator: Kazuko Morgan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kazuko Morgan Defined Benefit Pension Plan

Defined-benefit pension plan · Kazuko Morgan's Kazuko Morgan Defined Benefit Pension Plan held $5.8M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Kazuko Morgan's EIN is 46-1913001.

EIN 46-1913001

Plan number 001

Plan year 2023

ACK ID 20241008140914NAL0009760595001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Kazuko Morgan from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Kazuko Morgan's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off