Original filing (PDF)20250430115346NAL0003766786001

MORNING CALM MANAGEMENT

Name: MORNING CALM MANAGEMENT — MORNING CALM MGMT 401 (K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MORNING CALM MANAGEMENT

Form 5500-SF

FILING_RECEIVED

MORNING CALM MGMT 401 (K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

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 MORNING CALM MANAGEMENT.

Plan sponsor

Name

MORNING CALM MANAGEMENT

DBA

MORNING CALM MANAGEMENT

EIN

47-2013719

Address

301 E YAMATO RD STE 4160 · BOCA RATON, FL · 334314933

Phone

(561) 383-2405

Industry

Real Estatesee 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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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