Original filing (PDF)20230802011552NAL0018975889001

THE MORGAN SCHOOL

Name: THE MORGAN SCHOOL — THE MORGAN SCHOOL 401(K) PLAN, Form 5500 (2022)
Creator: THE MORGAN SCHOOL

Form 5500-SF

FILING_RECEIVED

THE MORGAN SCHOOL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 THE MORGAN SCHOOL.

Plan sponsor

Name

THE MORGAN SCHOOL

EIN

61-1681453

Address

7401 SOUTH OUTER 364 · O FALLON, MO · 63368

Phone

(314) 398-1348

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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