A.G. Morgan Financial Advisors, LLC (EIN 47-1246181) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $914K in plan assets and 20 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| A.G. Morgan Financial Advisors, LLC Defined Benefit Plan | 002 | 10 | $467K |
| A.G. Morgan Financial Advisors, LLC 401(k) Profit Sharing Plan | 001 | 10 | $448K |
47-1246181 is the Employer Identification Number (EIN) A.G. Morgan Financial Advisors, 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 New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
