Secure Planning, LLC

Mallon, Edward J. Registered Agent	42 MIDDLE ST, PORTSMOUTH, NH 03801
Edward Mallon Manager	42 MIDDLE ST, PORTSMOUTH, NH 03801

42 MIDDLE ST, PORTSMOUTH, NH 03801 View Map

Form 5500

42 Middle Street, Portsmouth, Nh 03801 (603) 433-5515 EIN:02-0443647 Plan Admin:Lisa Dugan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSECURE PLANNING, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$998,869 / $1,176,360	2023	SECURE PLANNING, LLC. 401(K) PLAN - Plan #001	7 / 7	$998,869 / $1,176,360
2022	Plan NameSECURE PLANNING, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,069,818 / $998,869	2022	SECURE PLANNING, LLC. 401(K) PLAN - Plan #001	7 / 7	$1,069,818 / $998,869
2021	Plan NameSECURE PLANNING, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$879,051 / $1,069,818	2021	SECURE PLANNING, LLC. 401(K) PLAN - Plan #001	7 / 7	$879,051 / $1,069,818
2020	Plan NameSECURE PLANNING, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$811,640 / $879,051	2020	SECURE PLANNING, LLC. 401(K) PLAN - Plan #001	7 / 7	$811,640 / $879,051
2019	Plan NameSECURE PLANNING, LLC. 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$612,129 / $811,640	2019	SECURE PLANNING, LLC. 401(K) PLAN - Plan #001	7 / 7	$612,129 / $811,640

Benefit & Retirement Plans based on Form 5500.

Address Match:42 Middle St Portsmouth, NH

Body Tempering Usa LLC Registered in New Hampshire	Dover, NH Portsmouth, NH	View Report
Strategic Coordinated Solutions, Inc. Registered in New Hampshire	Portsmouth, NH	View Report
Graphito Designs, Inc. Registered in Florida	Portsmouth, NH	View Report
Secure Planning, Inc. Registered in Massachusetts	Portsmouth, NH	View Report

Related Business Names:

Secure Estate Planning Group, LLC Registered in Michigan	Livonia, MI	View Report
Secure Planning, LLC Registered in Michigan	Southfield, MI	View Report
Secure Planning, LLC Registered in Ohio	Parma, OH	View Report
Secure Employee Planning LLC Registered in Pennsylvania	Dresher, PA	View Report
Secure Estate Planning, LLC Registered in Arizona	Scottsdale, AZ	View Report
Secure Planning Group LLC Registered in Pennsylvania		View Report
Secure Retirement Planning LLC Registered in Pennsylvania	Doylestown, PA	View Report
Secure Harbor Retirement Planning LLC Registered in North Carolina	Wilmington, NC	View Report
Secure Planning for Seniors, LLC Registered in Alabama	Mobile, AL	View Report
Secure Retirement Planning , LLC Registered in Utah	Salt Lake City, UT Sandy City, UT	View Report
Secure Planning, LLC Registered in Texas	Port Arthur, TX	View Report
Secure Choice Financial Planning, LLC Registered in Washington	Tacoma, WA	View Report
Secure Estate Planning,LLC Registered in Florida	Trinity, FL	View Report
Secure Inheritance Estate Planning,LLC. Registered in Florida	Naples, FL	View Report
The Secure Financial Planning Group, LLC Registered in Florida	Sanford, FL	View Report
Secure Planning Service LLC Registered in Wisconsin	Wausau, WI	View Report
Secure Elder Planning, LLC Registered in Nevada	Nevada	View Report
Secure Money Planning LLC Registered in California	Whittier, CA	View Report

Person/City Match:Edward Mallon - Portsmouth, NH

Portsmouth Historical Society Registered in New Hampshire	Kittery, ME (1 more)		View Report

The following government agencies have contributed data:

New Hampshire Department of State U.S. Department of Labor

Company Summary