Morgan Legacy Ventures, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Morgan Legacy Ventures, INC.
  • Sponsor EIN: 812375938
  • Sponsor Address: 2723 MIAMISBURG CENTERVILLE ROAD, DAYTON, OH, 45459
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $396,190

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$396,190$0$0
20231$444,848$0$0
20221$473,071$13,750$0

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