Morganrosel Wealth Management, LLC

Company Summary

Morganrosel Wealth Management, LLC at 1805 Shea Center Dr STE 420, Highlands Ranch, Co 80129 lists David Morgan of Highlands Ranch, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Good Standing
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David Morgan Registered Agent
1805 SHEA CENTER DR STE 420, HIGHLANDS RANCH, CO 80129
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Financial Information for Morganrosel Wealth Management, LLC

Form 5500

MORGANROSEL WEALTH MANAGEMENT, LLC

1805 Shea Center Drive, Suite 420, Highlands Ranch, Co 80129 (303) 647-3801 EIN:82-3374674 Plan Admin:Renee E Newcoemr
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$791,962 / $599,028 2023 MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $791,962 / $599,028
2022 Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$704,318 / $791,962 2022 MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 4 $704,318 / $791,962
2021 Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$552,824 / $704,318 2021 MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 3 $552,824 / $704,318
2020 Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$459,591 / $552,824 2020 MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $459,591 / $552,824
2019 Plan NameMORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$276,401 / $459,591 2019 MORGANROSEL WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $276,401 / $459,591
Benefit & Retirement Plans based on Form 5500.
Address Match:1805 Shea Center Dr Ste 420 Highlands Ranch, CO
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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