How big is Morgan Financial Planning LLC's plan?

Morgan Financial Planning LLC's plan reported $1.7M in assets and 5 participants for 2025.

Original filing (PDF)20260423220250NAL0002758675016

Morgan Financial Planning LLC

Name: Morgan Financial Planning LLC — Morgan Financial, Form 5500 (2025)
Creator: Morgan Financial Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Financial Planning LLC 401(k) Plan

401(k) retirement plan · Morgan Financial Planning LLC's Morgan Financial Planning LLC 401(k) Plan held $1.7M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Elantha Barry signed Morgan Financial Planning LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Planning LLC's EIN is 85-4270984.

EIN 85-4270984

Plan number 001

Plan year 2025

ACK ID 20260423220250NAL0002758675016

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Morgan Financial Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Morgan Financial Planning LLC'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 MORGAN FINANCIAL PLANNING LLC.

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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