S.J. Morse Company DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: S.J. Morse Company
  • Sponsor EIN: 840797580
  • Sponsor Address: PO BOX 600 ROUTE 50, CAPON BRIDGE, WV, 26711
  • Plan Type: DC
  • Total Participants: 20
  • Total Assets: $2.1M

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.
202420$2.1M$141,854$0
202322$1.9M$86,499$0
202219$1.1M$58,713$0