How big is WF Morgan Company, LLC's plan?

WF Morgan Company, LLC's plan reported $11K in assets and 19 participants for 2024.

Original filing (PDF)20251229133209NAL0017746609001

WF Morgan Company, LLC

Name: WF Morgan Company, LLC — WF Morgan Company, LLC CBS, Form 5500 (2024)
Creator: WF Morgan Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WF Morgan Company, LLC CBS Benefit Plan

Health & welfare plan · WF Morgan Company, LLC's WF Morgan Company, LLC CBS Benefit Plan held $11K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11K

Net assets (EOY)

$4K

People on this filing

Joseph HSU signed WF Morgan Company, LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

WF Morgan Company, LLC's EIN is 88-0893065.

EIN 88-0893065

Plan number 501

Plan year 2024

ACK ID 20251229133209NAL0017746609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WF Morgan Company, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score