Original filing (PDF)20251014110431NAL0001258883001

WILLIAM A. MORGAN, III

Name: WILLIAM A. MORGAN, III — MNC MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WILLIAM A. MORGAN, III

Form 5500-SF

FILING_RECEIVED

MNC MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM A. MORGAN, III.

Plan sponsor

Name

WILLIAM A. MORGAN, III

EIN

52-2286580

Address

6011 UNIVERSITY BLVD. · ELLICOTT CITY, MD · 210422001

Phone

(410) 418-9800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CME ADVANCED PARTNERS, LLC

CME ADVANCING PARTNERS, LLC 401(K) PLAN

$1.7M · 7 participants

ADVICE TRADE, INC.

ADVICE TRADE, INC. DEFINED BENEFIT PENSION PLAN

$1.7M · 1 participants

INVESTMENT INSURANCE COORDINATORS, INC.

INVESTMENT INSURANCE COORDINATORS, INC. 401(K) PLAN

$1.7M · 17 participants

PRINCIPLES FOR RESPONSIBLE INVESTMENT US INC.

PRINCIPLES FOR RESPONSIBLE INVESTMENT 401(K) PROFIT SHARING PLAN

$1.7M · 15 participants

TIMBER BAY PARTNERS, LLC