Morgan Partners LLC

Hugh Keefe Registered Agent	100 WORCESTER ST STE 202, WELLESLEY HILLS, MA 02481
Patrick Vaughn Manager
Hugh Keefe Manager
Hugh Keefe REAL PROPERTY
Patrick Vaughn REAL PROPERTY

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100 WORCESTER ST STE 202, WELLESLEY HILLS, MA 02481 View Map

Form 5500

100 Worcester Street Suite 202, Wellesley Hills, Ma 02481 (617) 410-5200 EIN:20-3197626 Plan Admin:Hugh Keefe

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$784,026 / $1,204,394	2023	MORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 11	$784,026 / $1,204,394
2022	Plan NameMORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$850,545 / $784,026	2022	MORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 13	$850,545 / $784,026
2021	Plan NameMORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$873,215 / $850,545	2021	MORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 12	$873,215 / $850,545
2020	Plan NameMORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY12 / 11 Assets BOY/EOY$558,965 / $873,215	2020	MORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	12 / 11	$558,965 / $873,215
2019	Plan NameMORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY11 / 11 Assets BOY/EOY$344,132 / $558,965	2019	MORGAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	11 / 11	$344,132 / $558,965

Benefit & Retirement Plans based on Form 5500.

PPP Loans

9 Lanes End, Weston, Ma 02493-2049 Industry:Custom Computer Programming Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$140,410 Forgiven$141,376 LenderBank of America, National Association Jobs5	04/15/2020	$140,410	$141,376	Bank of America, National Association	5

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration

Company Summary