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| Company Name: | A.G. MORGAN FINANCIAL ADVISORS, LLC |
| Employer identification number (EIN): | 471246181 |
| NAIC Classification: | 523900 |
Additional information about A.G. MORGAN FINANCIAL ADVISORS, LLC
| Jurisdiction of Incorporation: | |
| Incorporation Date: | |
| Company Identification Number: |
More information about A.G. MORGAN FINANCIAL ADVISORS, LLC
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2020-10-14 | |||||
| Date last seen: 2023-10-13 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF A.G. MORGAN FINANCIAL ADVISORS, LLC | 2019-01-01 | 2019-01-01 |
| 002 | A.G. MORGAN FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN | 2020-01-01 | 2020-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2023-09-12 | Employer Contributions | $ 346,063 |
| 2023-09-12 | Employee Contributions | $ 346,063 |
| 2022-09-15 | Employer Contributions | $ 12,524 |
| 2022-09-15 | Employee Contributions | $ 12,524 |
| 2022-01-11 | Employer Contributions | $ 200,000 |
| 2022-01-11 | Employee Contributions | $ 200,000 |
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