How big is Morgan Levine Dolan, PC's plan?

Morgan Levine Dolan, PC's plan reported $2.0M in assets and 14 participants for 2024.

Original filing (PDF)20251014081324NAL0001112563001

Morgan Levine Dolan, PC

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

Form 5500-SF

FILING_RECEIVED

Morgan Levine Dolan, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Morgan Levine Dolan, PC's Morgan Levine Dolan, PC 401(k) Profit Sharing Plan held $2.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Morgan Levine Dolan, PC's EIN is 26-2895192.

EIN 26-2895192

Plan number 001

Plan year 2024

ACK ID 20251014081324NAL0001112563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Levine Dolan, PC's plan includes profit-sharing, a 401(k) feature, 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 MORGAN LEVINE DOLAN, 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