Kathy Moran Financial Planning and Investments, LLC (EIN 20-1399605) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.9M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Kathy Moran Financial Planning and Investments, LLC 401(k) Profit Sharing Plan | 001 | 3 | $4.8M |
| Kathy Moran Financial Planning and Investments LLC Cash Balance Pension Plan | 002 | 3 | $3.2M |
20-1399605 is the Employer Identification Number (EIN) Kathy Moran Financial Planning and Investments, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Virginia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
