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Company Name: | MORAN WEALTH MANAGEMENT |
Employer identification number (EIN): | 831956089 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
USA Location Address | ||||||
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Date first seen: 2009-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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001 | MORAN WEALTH MANAGEMENT LLC 401K | 2019-01-01 | 2019-01-01 |
002 | MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN | 2022-01-01 | 2022-01-01 |
Date | Type of contribution | Contribution |
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2023-08-11 | Employer Contributions | $ 460,791 |
2023-08-11 | Employee Contributions | $ 460,791 |