How big is Susan Morgan's plan?

Susan Morgan's plan reported $93K in assets and 3 participants for 2024.

Original filing (PDF)20250705182524NAL0005200530001

Susan Morgan

Name: Susan Morgan — Susan Morgan 401(k) Profit Sharing, Form 5500 (2024)
Creator: Susan Morgan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Susan Morgan 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Susan Morgan's Susan Morgan 401(k) Profit Sharing Plan & Trust held $93K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

People on this filing

Susan Morgan signed Susan Morgan's 2024 Form 5500 as plan administrator.

Susan Morgan — 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

Susan Morgan's EIN is 81-4145935.

EIN 81-4145935

Plan number 001

Plan year 2024

ACK ID 20250705182524NAL0005200530001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN 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