Daniel H. Wagner Associates, Incorporated

North Carolina
Registered In
10/20/2014
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

Daniel H. Wagner Associates, Incorporated in Exton, PA lists W Reynolds Monach of Yorktown, VA and Scott S Brown of West Chester, PA

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
Company Type
Business Corporation
Status
Current-Active
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Incorp Services, Inc. Registered Agent
176 MINE LAKE CT STE 100, RALEIGH, NC 27615
W Reynolds Monach President
112 ALFRED CT, YORKTOWN, VA 23693
Scott S Brown Vice President
123 PRINCETON RD, WEST CHESTER, PA 19341 123 PRINCETON RD, WEST CHESTER, VA 19341
Patricia K. Ferraro Secretary
602 TAPPAN AVE, HAMPTON, VA 23664
Lori R Leiby Treasurer
431 EDIE CIR, STEWARTSTOWN, PA 17363 (View Past Addresses)
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559 W UWCHLAN AVE STE 140, EXTON, PA 19341 View Map
176 MINE LAKE CT STE 100, RALEIGH, NC 27615 (Mailing) View Map

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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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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