How big is Morgan Financial Group, LLC's plan?

Morgan Financial Group, LLC's plan reported $1.1M in assets for 2024.

Original filing (PDF)20250723140234NAL0001938851001

Morgan Financial Group, LLC

Name: Morgan Financial Group, LLC — Morgan Financial, Form 5500 (2024)
Creator: Morgan Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Financial Group, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Morgan Financial Group, LLC's Morgan Financial Group, LLC Safe Harbor 401(k) Plan reported $1.1M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

James Edward Slonaker signed Morgan Financial Group, LLC's 2024 Form 5500 as plan administrator.

James Edward Slonaker — 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

Morgan Financial Group, LLC's EIN is 55-0764114.

EIN 55-0764114

Plan number 001

Plan year 2024

ACK ID 20250723140234NAL0001938851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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