Daniel H. Wagner Associates, Incorporated

California
Registered In
10/26/1982
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

Daniel H. Wagner Associates, Incorporated at 894 Ross Dr STE 205, Sunnyvale, Ca 94089 lists Barry Belkin of Malvern, PA as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Forfeited - Ftb
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
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People

Jeffery R. Sachs Individual Agent
894 ROSS DR STE 205, SUNNYVALE, CA 94089
Barry Belkin CEO
40 LLOYD AVE STE 200, MALVERN, PA 19355
Showing current associates only (2 of 3 total associates). Create a free account to see the full associate history

Map & Locations

894 ROSS DR STE 205, SUNNYVALE, CA 94089 View Map
40 LLOYD AVE STE 200, MALVERN, PA 19355 (Mailing) View Map

Financials

Financial Information for Daniel H. Wagner Associates, Incorporated

Form 5500

DANIEL H. WAGNER, ASSOCIATES, INCORPORATED

559 West Uwchlan Ave. Suite 140, Exton, Pa 19341 (610) 280-3830 EIN:23-1677707 Plan Admin:Teresa T. Lewis
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY40 / 38 Assets BOY/EOY$38,836,835 / $46,091,333 2023 DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 40 / 38 $38,836,835 / $46,091,333
2022 Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY43 / 40 Assets BOY/EOY$45,994,511 / $38,836,835 2022 DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 43 / 40 $45,994,511 / $38,836,835
2021 Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY43 / 43 Assets BOY/EOY$39,797,917 / $45,994,511 2021 DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 43 / 43 $39,797,917 / $45,994,511
2020 Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY43 / 43 Assets BOY/EOY$34,553,303 / $39,797,917 2020 DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 43 / 43 $34,553,303 / $39,797,917
2019 Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY41 / 43 Assets BOY/EOY$27,621,195 / $34,553,303 2019 DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 41 / 43 $27,621,195 / $34,553,303
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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