Morgan & Morgan P a 401(k) plan

Morgan & Morgan P a, Orlando, FL. EIN 59-2920684. Annual reports 2009–2024. Also filed as Morgan and Morgan; The Morgan Firm PA; Morgan & Morgan PA.

Morgan & Morgan P a has one active retirement plan on file, the Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust, with 5,470 participants and $193 million in assets in 2024. Empower is its recordkeeper. No traditional pension plan appears in Morgan & Morgan P a's filings since 2009.

Active plans: 1
Participants: 5,470
Plan assets: $193 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Professional services

The plan

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 59-2920684
Participants (2024): 5,470
Net assets (2024): $193 million
Recordkeeper: EmpowerEarlier: Paychex (2011–2023)
Plan administrator: Morgan & Morgan P a
16TH Floor 20 North Orange Avenue
Orlando, FL 32801
(407) 420-1414As filed for 2024
In effect since: January 1, 1991

Earlier sponsors: Morgan and Morgan (2009–2020); The Morgan Firm PA (2015–2021).

Earlier plan names: The Morgan Firm PA; The Morgan Firm PA 401(k) Profit Sharing Plan & Trust; Morgan & Morgan PA 401(k) Profit Sharing Plan & Trust; Morgan & Morgan P a 401(k) Profit Sharing Plan & Trust.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,470	$193 million	Empower
2023	5,206	$157 million	Paychex
2022	4,240	$119 million	Paychex
2021	4,370	$133 million	Paychex
2020	3,305	$109 million	Paychex
2019	2,770	$88.7 million	Paychex
2018	2,261	$65.9 million	Paychex
2017	2,172	$63.6 million	Paychex
2016	2,399	$51.0 million	Paychex
2015	1,970	$43.7 million	Paychex
2014	1,712	$40.3 million	Paychex
2013	1,484	$35.3 million	Paychex
2012	1,217	$27.5 million	Paychex
2011	999	$23.3 million	Paychex
2010	1,062	$23.0 million	not listed
2009	932	$19.5 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((407) 420-1414). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust

If you had money in one of these plans

What these numbers are

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