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

Melissa Morgan M.D., P.C.'s plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20251015222039NAL0007396752001

Melissa Morgan M.D., P.C.

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

Form 5500-SF

FILING_RECEIVED

Melissa Morgan, M.D. 401(k) Retirement Plan

401(k) retirement plan · Melissa Morgan M.D., P.C.'s Melissa Morgan, M.D. 401(k) Retirement Plan held $1.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Melissa Morgan M.D., P.C.'s EIN is 36-4429718.

EIN 36-4429718

Plan number 001

Plan year 2024

ACK ID 20251015222039NAL0007396752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Melissa Morgan M.D., P.C.'s plan includes profit-sharing, a 401(k) feature, 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 MELISSA MORGAN M.D., 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