How big is William A. Morgan, III's plan?

William A. Morgan, III's plan reported $1.7M in assets and 13 participants for 2024.

Original filing (PDF)20251014110431NAL0001258883001

William A. Morgan, III

Name: William A. Morgan, III — MNC Management Group, LLC, Form 5500 (2024)
Creator: William A. Morgan, III
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MNC Management Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · William A. Morgan, III's MNC Management Group, LLC 401(k) Profit Sharing Plan and Trust held $1.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

William A. Morgan, III's EIN is 52-2286580.

EIN 52-2286580

Plan number 001

Plan year 2024

ACK ID 20251014110431NAL0001258883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William A. Morgan, III from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William A. Morgan, III'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 WILLIAM A. MORGAN, III.

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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