Cgi Wealth Management, LLC

Auburn, NH

New Hampshire

Registered In

12/30/2011

Incorp. Date

Company Summary

Cgi Wealth Management, LLC at 5 Dartmouth Dr, Auburn, Nh 03032 lists Daniel F. Cronin of Auburn, NH as the associate.

Registered In: New Hampshire
Incorporation Date: 12/30/2011
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Good Standing
Phone: (603) 232-****
Email: *******@cgibenefitsgroup.com
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Norris, Daniel J, Esq Registered Agent	900 ELM ST, MANCHESTER, NH 03101
Daniel F. Cronin Manager	5 DARTMOUTH DR, AUBURN, NH 03032

5 DARTMOUTH DR, AUBURN, NH 03032 View Map

Financial Information for Cgi Wealth Management, LLC

Form 5500

CGI WEALTH MANAGEMENT, LLC

5 Dartmouth Drive, Auburn, Nh 03032 (603) 232-9317 EIN:45-4127377 Plan Admin:Daniel Cronin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCGI WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$966,738 / $1,242,434	2023	CGI WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	5 / 5	$966,738 / $1,242,434
2022	Plan NameCGI WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,030,289 / $966,738	2022	CGI WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	4 / 5	$1,030,289 / $966,738
2021	Plan NameCGI WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$641,140 / $1,030,289	2021	CGI WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 4	$641,140 / $1,030,289
2020	Plan NameCGI WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$404,846 / $641,140	2020	CGI WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$404,846 / $641,140
2019	Plan NameCGI WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$269,910 / $404,846	2019	CGI WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	3 / 3	$269,910 / $404,846

Benefit & Retirement Plans based on Form 5500.

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The following government agencies have contributed data:

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

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