Marrick Wealth, LLC

Thomas J Welch Individual Agent	24031 EL TORO RD, LAGUNA HILLS, CA 92653
Patrick L Chu Manager	2211 MICHELSON DR STE 545, IRVINE, CA 92612

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2211 MICHELSON DR STE 545, IRVINE, CA 92612 View Map

Form 5500

2211 Michelson Drive STE 545, Irvine, Ca 92612 (949) 258-9700 EIN:45-5627349 Plan Admin:Martin Mcnamara

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameMARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$142,517 / $202,088	2022	MARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$142,517 / $202,088
2021	Plan NameMARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$80,508 / $142,517	2021	MARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$80,508 / $142,517
2020	Plan NameMARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$31,759 / $80,508	2020	MARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 3	$31,759 / $80,508
2019	Plan NameMARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $31,759	2019	MARRICK WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $31,759

Benefit & Retirement Plans based on Form 5500.

Address Match:2211 Michelson Dr Ste 545 Irvine, CA

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Person/City Match:Thomas J Welch - Laguna Hills, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

Company Summary