Original filing (PDF)20231012111744NAL0042236768001

A.G. MORGAN FINANCIAL ADVISORS, LLC

Name: A.G. MORGAN FINANCIAL ADVISORS, LLC — A.G. MORGAN FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN, Form 5500 (2022)
Creator: A.G. MORGAN FINANCIAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

A.G. MORGAN FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$467K

Net assets (EOY)

$467K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

A.G. MORGAN FINANCIAL ADVISORS, LLC

EIN

47-1246181all filings

Address

5260 MERRICK RD · MASSAPEQUA, NY · 117586247

Phone

(516) 798-1100

Industry

Finance & Insurancesee all

Plan administrator