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GENE MORGAN INSURANCE AGENCY

EIN 38-4063676-insurance-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
11
2020 4TH STREET - LIVERMORE, CA 94550925-447-2565genemorganinsurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$2.5M - 11 part

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Retirement#001

GENE MORGAN INSURANCE AGENCY 401(K) PLAN

401k

Assets$2.5M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENE MORGAN INSURANCE AGENCY 401(K) PLAN401k$2.5M112025
Retirement plans
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