Cantrell & Morgan, Inc.

Loftin James Ejr. Registered Agent	9822 TAPESTRY PARK CIR, JACKSONVILLE, FL 32246
Loftin James Ejr. CEO	9822 TAPESTRY PARK CIR, JACKSONVILLE, FL 32246
Morgan Darrell C CEO	9822 TAPESTRY PARK CIR, JACKSONVILLE, FL 32246

9822 TAPESTRY PARK CIR STE 201, JACKSONVILLE, FL 32246 View Map

Form 5500

9822 Tapestry Park Cir STE 201, Jacksonville, FL 32246 (904) 493-1603 EIN:26-0022911 Plan Admin:Cheryl C Bergeron

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCANTRELL & MORGAN INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,699,007 / $2,221,118	2023	CANTRELL & MORGAN INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 17	$1,699,007 / $2,221,118
2022	Plan NameCANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,781,703 / $1,699,007	2022	CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 16	$1,781,703 / $1,699,007
2021	Plan NameCANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,545,930 / $1,781,703	2021	CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 17	$1,545,930 / $1,781,703
2020	Plan NameCANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$1,174,436 / $1,545,930	2020	CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	17 / 17	$1,174,436 / $1,545,930
2019	Plan NameCANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$812,716 / $1,174,436	2019	CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	16 / 17	$812,716 / $1,174,436

Benefit & Retirement Plans based on Form 5500.

PPP Loans

9822 Tapestry Park Cir Ste 201, Jacksonville, FL 32246-9260 Industry:Offices of Real Estate Agents and Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
03/12/2021	Approved$314,000 Forgiven$316,695 LenderTruist Bank Jobs15	03/12/2021	$314,000	$316,695	Truist Bank	15
04/10/2020	Approved$221,300 Forgiven$223,212 LenderTruist Bank Jobs15	04/10/2020	$221,300	$223,212	Truist Bank	15

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

Company Summary