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Kathy Moran Financial Planning And Investments LLC

Harrisonburg, VA, 22801

EIN 20-1399605
Plans
2
Total participants
35
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in VirginiaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Kathy Moran Financial Planning And Investments, LLC 401(K) Profit Sharing Plan3
2024Form 5500-SF002Kathy Moran Financial Planning And Investments LLC Cash Balance Pension Plan3
2023Form 5500-SF001Kathy Moran Financial Planning And Investments, LLC 401(K) Profit Sharing Plan3
2023Form 5500-SF002Kathy Moran Financial Planning And Investments LLC Cash Balance Pension Plan3
2022Form 5500-SF001Kathy Moran Financial Planning And Investments, LLC 401(K) Profit Sharing Plan4
2022Form 5500-SF002Kathy Moran Financial Planning And Investments LLC Cash Balance Pension Plan4
2021Form 5500-SF001Kathy Moran Financial Planning And Investments, LLC 401(K) Profit Sharing Plan4
2021Form 5500-SF002Kathy Moran Financial Planning And Investments LLC Cash Balance Pension Plan3
2020Form 5500-SF001Kathy Moran Financial Planning And Investments LLC 401(K) Profit Sharing Plan4
2020Form 5500-SF002Kathy Moran Financial Planning And Investments LLC Cash Balance Pension Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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