Morgan Financial Planning LLC
Plan context: Morgan Financial Planning LLC 401(K) Plan
EIN 85-4270984 • Linden, MI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,742,074
2025 Contributions
$159,102
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,742,074 | $159,102 | $31,820iApproximate average salary by contribution assumption: employee only about $795,510 at 4% or $530,340 at 6%; with 50% employer match about $530,340 at 4% or $353,560 at 6%; with 100% employer match about $397,755 at 4% or $265,170 at 6%. |
| Morgan Financial Planning LLC 401(K) Plan | - | 5 | $1,742,074 | $159,102 | $31,820iApproximate average salary by contribution assumption: employee only about $795,510 at 4% or $530,340 at 6%; with 50% employer match about $530,340 at 4% or $353,560 at 6%; with 100% employer match about $397,755 at 4% or $265,170 at 6%. |
| 2024 | 1 | 6 | $1,360,314 | $122,415 | $20,403iApproximate average salary by contribution assumption: employee only about $510,063 at 4% or $340,042 at 6%; with 50% employer match about $340,042 at 4% or $226,694 at 6%; with 100% employer match about $255,031 at 4% or $170,021 at 6%. |
| Morgan Financial Planning LLC 401(K) Plan | - | 6 | $1,360,314 | $122,415 | $20,403iApproximate average salary by contribution assumption: employee only about $510,063 at 4% or $340,042 at 6%; with 50% employer match about $340,042 at 4% or $226,694 at 6%; with 100% employer match about $255,031 at 4% or $170,021 at 6%. |
| 2023 | 1 | 5 | $1,082,951 | $763,675 | $152,735iApproximate average salary by contribution assumption: employee only about $3,818,375 at 4% or $2,545,583 at 6%; with 50% employer match about $2,545,583 at 4% or $1,697,056 at 6%; with 100% employer match about $1,909,188 at 4% or $1,272,792 at 6%. |
| Morgan Financial Planning LLC 401(K) Plan | - | 5 | $1,082,951 | $763,675 | $152,735iApproximate average salary by contribution assumption: employee only about $3,818,375 at 4% or $2,545,583 at 6%; with 50% employer match about $2,545,583 at 4% or $1,697,056 at 6%; with 100% employer match about $1,909,188 at 4% or $1,272,792 at 6%. |
| 2022 | 1 | 3 | $209,580 | $209,693 | $69,898iApproximate average salary by contribution assumption: employee only about $1,747,442 at 4% or $1,164,961 at 6%; with 50% employer match about $1,164,961 at 4% or $776,641 at 6%; with 100% employer match about $873,721 at 4% or $582,481 at 6%. |
| Morgan Financial Planning LLC 401(K) Plan | - | 3 | $209,580 | $209,693 | $69,898iApproximate average salary by contribution assumption: employee only about $1,747,442 at 4% or $1,164,961 at 6%; with 50% employer match about $1,164,961 at 4% or $776,641 at 6%; with 100% employer match about $873,721 at 4% or $582,481 at 6%. |
| 2021 | 1 | 1 | $25,424 | $23,875 | $23,875iApproximate average salary by contribution assumption: employee only about $596,875 at 4% or $397,917 at 6%; with 50% employer match about $397,917 at 4% or $265,278 at 6%; with 100% employer match about $298,438 at 4% or $198,958 at 6%. |
| Morgan Financial Planning LLC 401(K) Plan | - | 1 | $25,424 | $23,875 | $23,875iApproximate average salary by contribution assumption: employee only about $596,875 at 4% or $397,917 at 6%; with 50% employer match about $397,917 at 4% or $265,278 at 6%; with 100% employer match about $298,438 at 4% or $198,958 at 6%. |