How big is Morgan Johnson Carpenter & Company's plan?

Morgan Johnson Carpenter & Company's plan reported $7.9M in assets and 6 participants for 2024.

Original filing (PDF)20250918122942NAL0001752672001

Morgan Johnson Carpenter & Company

Name: Morgan Johnson Carpenter & Company — Morgan Johnson, Form 5500 (2024)
Creator: Morgan Johnson Carpenter & Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Johnson Carpenter & Company 401(k) Plan

401(k) retirement plan · Morgan Johnson Carpenter & Company's Morgan Johnson Carpenter & Company 401(k) Plan held $7.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Morgan Johnson Carpenter & Company's EIN is 58-1712392.

EIN 58-1712392

Plan number 002

Plan year 2024

ACK ID 20250918122942NAL0001752672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan Johnson Carpenter & Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Johnson Carpenter & Company's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MORGAN JOHNSON CARPENTER & COMPANY

EIN

all filings

Address

555 MARRIOTT DRIVE, SUITE 315 · NASHVILLE, TN · 37214

Phone

(615) 231-6460

Industry

Professional & Technical Services

Plan administrator