How big is Kathleen M. Morgan, P.C.'s plan?

Kathleen M. Morgan, P.C.'s plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250721152717NAL0004255234001

Kathleen M. Morgan, P.C.

Name: Kathleen M. Morgan, P.C. — Kathleen M. Morgan, P.C., Form 5500 (2024)
Creator: Kathleen M. Morgan, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathleen M. Morgan, P.C. 401(k) Plan

401(k) retirement plan · Kathleen M. Morgan, P.C.'s Kathleen M. Morgan, P.C. 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Kathleen M. Morgan, P.C.'s EIN is 33-1038095.

EIN 33-1038095

Plan number 001

Plan year 2024

ACK ID 20250721152717NAL0004255234001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kathleen M. Morgan, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kathleen M. Morgan, P.C.'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 KATHLEEN M. MORGAN, P.C..

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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

Knocking points off