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401k Sponsoring company profile

CHRISTOPHER MORGAN, LLC has sponsored the creation of one or more 401k plans.

Company Name:CHRISTOPHER MORGAN, LLC
Employer identification number (EIN):391986515
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

The following addresses have been detected on the 401k submissions:

USA Location Address
16595 W. STRATTON DR.
NEW BERLIN
WI
53151
Date first seen: 2008-07-01
Date last seen: 2023-12-31
USA Location Address
16595 W STRATTON DR
NEW BERLIN
WI
531517301
Date first seen: 2018-10-09
Date last seen: 2023-10-06
USA Location Address
C/O EVOLUTION RETIREMENT SERVICES,
933 N. MAYFAIR ROAD, SUITE 307
WAUWATOSA
WI
53226
Date first seen: 2007-01-01
Date last seen: 2023-12-31

CHRISTOPHER MORGAN, LLC 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001CHRISTOPHER MORGAN, LLC PROFIT SHARING 401(K) PLAN AND TRUST2011-01-01 2015-01-01
002CHRISTOPHER MORGAN, LLC DEFINED BENEFIT PENSION PLAN2012-01-01 2007-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2020-09-15Employer Contributions $ 111,596
2020-09-15Employee Contributions $ 111,596
2019-09-20Employer Contributions $ 172,724
2019-09-20Employee Contributions $ 172,724
2018-09-13Employer Contributions $ 156,268
2018-09-13Employee Contributions $ 156,268
2017-09-15Employer Contributions $ 140,783
2017-09-15Employee Contributions $ 140,783
2016-09-15Employer Contributions $ 89,429
2016-09-15Employee Contributions $ 89,429
2015-09-15Employer Contributions $ 67,446
2015-09-15Employee Contributions $ 67,446
2014-09-10Employer Contributions $ 51,050
2014-09-10Employee Contributions $ 51,050
2013-09-12Employer Contributions $ 388,000
2013-09-12Employee Contributions $ 388,000
2012-09-07Employer Contributions $ 118,347
2012-09-07Employee Contributions $ 118,347
2011-09-07Employer Contributions $ 267,000
2011-09-07Employee Contributions $ 267,000

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