Morton Williams, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Morton Williams, INC.
  • Sponsor EIN: 271496991
  • Sponsor Address: 4650 NE MILLER BOTTOM RD, LOGANVILLE, GA, 30052
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $1.0M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$1.0M$14,954$17,017
20238$1.1M$7,644$10,674
20226$1.0M$6,877$8,955

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