How big is Morningside Equities Group Inc.'s plan?

Morningside Equities Group Inc.'s plan reported $4.4M in assets and 34 participants for 2024.

Original filing (PDF)20250702142717NAL0007680835001

Morningside Equities Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Morningside Equities Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Morningside Equities Group Inc.'s Morningside Equities Group Inc. 401(k) Profit Sharing Plan & Trust held $4.4M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

David Strosberg signed Morningside Equities Group Inc.'s 2024 Form 5500 as plan administrator.

David Strosberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Morningside Equities Group Inc.'s EIN is 36-3882143.

EIN 36-3882143

Plan number 001

Plan year 2024

ACK ID 20250702142717NAL0007680835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Morningside Equities Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Morningside Equities Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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