How big is Morgan Wingate P.C.'s plan?

Morgan Wingate P.C.'s plan reported $5.2M in assets and 8 participants for 2024.

Original filing (PDF)20251028070715NAL0006685057001

Morgan Wingate P.C.

Name: Morgan Wingate P.C. — Morgan Wingate P.C. 401(k), Form 5500 (2024)
Creator: Morgan Wingate P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morgan Wingate P.C. 401(k) Plan

401(k) retirement plan · Morgan Wingate P.C.'s Morgan Wingate P.C. 401(k) Plan held $5.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Natalia LAMB signed Morgan Wingate P.C.'s 2024 Form 5500 as plan administrator.

Natalia LAMB — 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

Morgan Wingate P.C.'s EIN is 52-1320874.

EIN 52-1320874

Plan number 001

Plan year 2024

ACK ID 20251028070715NAL0006685057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Morgan Wingate P.C.'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 MORGAN WINGATE 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MORGAN WINGATE P.C.

EIN

all filings

Address

7501 WISCONSIN AVENUE · SUITE 600E · BETHESDA, MD · 20814

Phone

(301) 718-6100

Industry

CPA Offices· Professional & Technical Services

Plan administrator