Morgan & Morgan Pa 401(k) Plan: Login, Facts & Contact Information

Morgan & Morgan Pa 401(k) Plan Facts

Plan name
MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MORGAN & MORGAN P A
Participants
5,206 (4,754 active employees)
Former employees with a balance
688
Plan assets
$192,748,299 at Dec 31, 2024
Average account balance
$38,312 across 5,031 accounts
Employer contributions
$3,615,105 in plan year 2024 (12% of all contributions)
Recordkeeper
Empower Annuity Ins Co Of America
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1991
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $31.0 million went into the plan in contributions, $3.62 million of it from the employer (12%).
  • $20.2 million was paid out to participants.
  • Investment and other income added $25.9 million.
  • Administrative expenses were $363,810, about $72 per account.

How the Morgan & Morgan Pa 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,298$88.7 million$1.56 million$3.82 million
20202,820$109.4 million$1.83 million$5.52 million
20213,331$132.6 million$2.17 million$9.23 million
20224,408$119.1 million$2.87 million$8.96 million
20234,243$156.5 million$3.91 million$11.1 million
20245,206$192.7 million$3.62 million$20.2 million

Morgan & Morgan Pa 401(k) Contact Information

Phone
407-420-1414
Mailing address
16TH FLOOR 20 NORTH ORANGE AVENUE, ORLANDO FL 32801
Plan sponsor
MORGAN & MORGAN P A
Employer identification number (EIN)
59-2920684
Plan number
001

Questions about the Morgan & Morgan Pa 401(k)

Does Morgan & Morgan Pa contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.62 million, 12% of all contributions.

Does the Morgan & Morgan Pa 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Morgan & Morgan Pa 401(k) plan?

5,206 participants at the start of plan year 2024, 4,754 of them active employees, and 688 former employees who still had money in the plan.

What is the average 401(k) balance at Morgan & Morgan Pa?

About $38,312 per account: $192.7 million in plan assets across 5,031 accounts with a balance at the end of plan year 2024.

Who manages the Morgan & Morgan Pa 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INS CO OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Morgan & Morgan Pa. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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