How big is Morgan & Morgan, PC's plan?

Morgan & Morgan, PC's plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250603071951NAL0018079376001

Morgan & Morgan, PC

Name: Morgan & Morgan, PC — Morgan & Morgan, PC Employees, Form 5500 (2024)
Creator: Morgan & Morgan, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan & Morgan, PC Employees Retirement Plan

401(k) retirement plan · Morgan & Morgan, PC's Morgan & Morgan, PC Employees Retirement Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Tim Maclellan signed Morgan & Morgan, PC's 2024 Form 5500 as plan administrator.

Tim Maclellan — Plan Administrator — Form 5500 signer
Thomas J McKinnon — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Morgan & Morgan, PC's EIN is 04-2680237.

EIN 04-2680237

Plan number 001

Plan year 2024

ACK ID 20250603071951NAL0018079376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morgan & Morgan, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan & Morgan, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORGAN & MORGAN, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score