How big is A.G. Morgan Financial Advisors, LLC's plan?

A.G. Morgan Financial Advisors, LLC's plan reported $467K in assets and 10 participants for 2022.

Original filing (PDF)20231012111744NAL0042236768001

A.G. Morgan Financial Advisors, LLC

Name: A.G. Morgan Financial Advisors, LLC — A.G. Morgan, Form 5500 (2022)
Creator: A.G. Morgan Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.G. Morgan Financial Advisors, LLC Defined Benefit Plan

Defined-benefit pension plan · A.G. Morgan Financial Advisors, LLC's A.G. Morgan Financial Advisors, LLC Defined Benefit Plan held $467K in plan assets for 10 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

Plan identifiers

A.G. Morgan Financial Advisors, LLC's EIN is 47-1246181.

EIN 47-1246181

Plan number 002

Plan year 2022

ACK ID 20231012111744NAL0042236768001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for A.G. Morgan Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

A.G. Morgan Financial Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.G. MORGAN FINANCIAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score