Marrick Wealth, LLC at 2211 Michelson Dr STE 545, Irvine, Ca 92612 lists Patrick L Chu of Irvine, CA as the associate.
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Thomas J Welch
Individual Agent
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24031 EL TORO RD, LAGUNA HILLS, CA 92653
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Patrick L Chu
Manager
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2211 MICHELSON DR STE 545, IRVINE, CA 92612
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2211 MICHELSON DR STE 545, IRVINE, CA 92612
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| 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 |
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