Morton Management, LLC

Lafayette, CA

California

Registered In

11/19/2002

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Morton Management, LLC at 3620 Happy Valley Rd STE 202, Lafayette, Ca 94549 lists Paul F Morton of Lafayette, CA as the associate.

Overview

Registered In

California

Incorporation Date

11/19/2002

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

C T Corporation System Registered 1505 Agent	28 LIBERTY ST, NEW YORK, NY 10005 (View Past Addresses)
Paul F Morton CEO	3620 HAPPY VALLEY RD STE 202, LAFAYETTE, CA 94549
Paul F Morton Manager	3620 HAPPY VALLEY RD STE 202, LAFAYETTE, CA 94549

Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history

Map & Locations

3620 HAPPY VALLEY RD STE 202, LAFAYETTE, CA 94549 View Map
C/O REALIZE CPA CALIFORNIA ST SUITE 3550, SAN FRANCISCO, CA 94111 (Mailing) View Map

Financials

Financial Information for Morton Management, LLC

Form 5500

MORTON MANAGEMENT, LLC

3620 Happy Valley Road, Suite 202, Lafayette, Ca 94549 (925) 287-9201 EIN:61-1426958 Plan Admin:Paul Morton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$3,316,343 / $4,229,214	2023	MORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$3,316,343 / $4,229,214
2022	Plan NameMORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$4,102,349 / $3,316,343	2022	MORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$4,102,349 / $3,316,343
2021	Plan NameMORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$3,548,532 / $4,102,349	2021	MORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$3,548,532 / $4,102,349
2020	Plan NameMORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,764,237 / $3,548,532	2020	MORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$2,764,237 / $3,548,532
2019	Plan NameMORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,162,812 / $2,764,237	2019	MORTON MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	2 / 2	$2,162,812 / $2,764,237

Benefit & Retirement Plans based on Form 5500.

Linked Companies

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Address Match:3620 Happy Valley Rd Lafayette, CA

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Address Match:3620 Happy Valley Rd Ste 202 Lafayette, CA

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Person/City Match:Paul F Morton - Lafayette, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor