How big is Timothy J Morgan's plan?

Timothy J Morgan's plan reported $104K in assets and 2 participants for 2022.

Original filing (PDF)20230510095046NAL0057028546001

Timothy J Morgan

Name: Timothy J Morgan — Timothy J Morgan 401(k) Profit, Form 5500 (2022)
Creator: Timothy J Morgan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Timothy J Morgan 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Timothy J Morgan's Timothy J Morgan 401(k) Profit Sharing Plan & Trust held $104K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

People on this filing

Edward Rojas signed Timothy J Morgan's 2022 Form 5500 as plan administrator.

Edward Rojas — 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

Timothy J Morgan's EIN is 77-0158015.

EIN 77-0158015

Plan number 001

Plan year 2022

ACK ID 20230510095046NAL0057028546001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Timothy J Morgan from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Timothy J Morgan's plan includes a default investment (QDIA), profit-sharing, automatic enrollment, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIMOTHY J 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score