Dennis G. Morgan, Cfp, Inc.

Pennsylvania
Registered In
12/29/2008
Incorp. Date

Company Summary

Dennis G. Morgan, Cfp, Inc. at 237 W Lincoln Hwy, Exton, Pa 19341 lists Dennis G Morgan of Exton, PA as the associate.

Overview

Registered In
Pennsylvania
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
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People

Dennis G Morgan President
237 W LINCOLN HWY, EXTON, PA 19341

Map & Locations

237 W LINCOLN HWY, EXTON, PA 19341 View Map

Financials

Financial Information for Dennis G. Morgan, Cfp, Inc.

Form 5500

DENNIS G. MORGAN CFP, INC.

237 W Lincoln Hwy, Exton, Pa 19341 (610) 524-7078 EIN:26-3958154 Plan Admin:Dennis G Morgan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameDENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$110,815 / $0 2023 DENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 0 $110,815 / $0
2022 Plan NameDENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$112,194 / $110,815 2022 DENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $112,194 / $110,815
2021 Plan NameDENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$73,989 / $112,194 2021 DENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $73,989 / $112,194
2020 Plan NameDENNIS G. MORGAN CFP, INC. 401(K) Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$38,665 / $73,989 2020 DENNIS G. MORGAN CFP, INC. 401(K) - Plan #001 3 / 3 $38,665 / $73,989
2019 Plan NameDENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $38,665 2019 DENNIS G. MORGAN CFP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 0 / 3 $0 / $38,665
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Pennsylvania Department of State • U.S. Department of Labor
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