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A.G. MORGAN FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN
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2022
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471246181
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2023-10-12
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A.G. MORGAN FINANCIAL ADVISORS, LLC
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10
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
002
|
| Effective date of plan |
2020-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5167981100
|
| Plan sponsor’s
address |
5260 MERRICK RD, MASSAPEQUA, NY, 117586247
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A.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
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2022
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471246181
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2023-10-13
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A.G. MORGAN FINANCIAL ADVISORS, LLC
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11
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|
| File |
View Page
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| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5167981100
|
| Plan sponsor’s
address |
5260 MERRICK RD, MASSAPEQUA, NY, 117586247
|
|
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A.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
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2021
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471246181
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2022-10-17
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A.G. MORGAN FINANCIAL ADVISORS, LLC
|
10
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5167981100
|
| Plan sponsor’s
address |
5260 MERRICK RD, MASSAPEQUA, NY, 117586247
|
|
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EMPLOYEE BENEFIT PLAN OF A.G. MORGAN FINANCIAL ADVISORS, LLC
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2021
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471246181
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2022-06-08
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A.G. MORGAN FINANCIAL ADVISORS, LLC
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4
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| File |
View Page
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| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2018-04-01
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| Business code |
624100
|
| Sponsor’s telephone number |
5167981100
|
| Plan sponsor’s
address |
5260 MERRICK RD, MASSAPEQUA, NY, 117586247
|
Signature of
| Role |
Plan administrator |
| Date |
2022-06-08 |
| Name of individual signing |
DENISE IACONO |
|
| Role |
Employer/plan sponsor |
| Date |
2022-06-08 |
| Name of individual signing |
DENISE IACONO |
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A.G. MORGAN FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
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2020
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471246181
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2021-10-15
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A.G. MORGAN FINANCIAL ADVISORS, LLC
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9
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|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5167981100
|
| Plan sponsor’s
address |
5260 MERRICK RD, MASSAPEQUA, NY, 117586247
|
|
|
EMPLOYEE BENEFIT PLAN OF A.G. MORGAN FINANCIAL ADVISORS, LLC
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2020
|
471246181
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2021-05-27
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A.G. MORGAN FINANCIAL ADVISORS, LLC
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3
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| File |
View Page
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| Three-digit plan number (PN) |
001
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| Effective date of plan |
2018-04-01
|
| Business code |
624100
|
| Sponsor’s telephone number |
5167981100
|
| Plan sponsor’s
address |
5260 MERRICK RD, MASSAPEQUA, NY, 117586247
|
Signature of
| Role |
Plan administrator |
| Date |
2021-05-27 |
| Name of individual signing |
DENISE IACONO |
|
| Role |
Employer/plan sponsor |
| Date |
2021-05-27 |
| Name of individual signing |
DENISE IACONO |
|
|
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401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF A.G. MORGAN FINANCIAL ADVISORS, LLC
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2019
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471246181
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2020-10-14
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A.G. MORGAN FINANCIAL ADVISORS, LLC
|
11
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2019-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
5167981100
|
| Plan sponsor’s
address |
5260 MERRICK RD, MASSAPEQUA, NY, 117586247
|
|
