How big is Middlegate Securities, Inc.'s plan?

Middlegate Securities, Inc.'s plan reported $8.2M in assets and 20 participants for 2024.

Original filing (PDF)20251009154933NAL0011297744001

Middlegate Securities, Inc.

Name: Middlegate Securities, Inc. — Middlegate Securities, Form 5500 (2024)
Creator: Middlegate Securities, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Middlegate Securities, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Middlegate Securities, Inc.'s Middlegate Securities, Inc. Profit Sharing Plan held $8.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan identifiers

Middlegate Securities, Inc.'s EIN is 13-3440941.

EIN 13-3440941

Plan number 001

Plan year 2024

ACK ID 20251009154933NAL0011297744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Middlegate Securities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Middlegate Securities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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