Willis Management Group, Inc. at 3180 Crow Canyon Pl # 100, San Ramon, Ca 94583 lists Chris T. Willis and Robert Colby of San Ramon, CA as associates.
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Corporation Service Company Which Will Do Business In California As Csc - Lawyers Incorporating Service
Registered 1505 Agent
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2710 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833
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Chris T. Willis
CEO
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3180 CROW CANYON PL # 100, SAN RAMON, CA 94583
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Robert Colby
Chief Financial Officer
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3180 CROW CANYON PL # 100, SAN RAMON, CA 94583
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Michael Natale
Director
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1855 GRIFFIN RD STE A-330, DANIA BEACH, FL 33004
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Robert Cardoza
Director
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15241 LAGUNA CANYON RD, IRVINE, CA 92618
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Amy Matheison
Director
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3180 CROW CANYONE PL # 100, SAN RAMON, CA 94583
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Amy Matheison
Secretary
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3180 CROW CANYON PL # 100, SAN RAMON, CA 94583
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3180 CROW CANYON PL # 100, SAN RAMON, CA 94583
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2024 | Plan NameWILLIS MANAGEMENT GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY76 / 0 Assets BOY/EOY$3,110,845 / $0 | 2024 | WILLIS MANAGEMENT GROUP, INC. 401(K) PLAN - Plan #001 | 76 / 0 | $3,110,845 / $0 |
| 2023 | Plan NameWILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY69 / 76 Assets BOY/EOY$2,451,379 / $3,110,845 | 2023 | WILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 69 / 76 | $2,451,379 / $3,110,845 |
| 2022 | Plan NameWILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY69 / 69 Assets BOY/EOY$2,479,335 / $2,451,379 | 2022 | WILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 69 / 69 | $2,479,335 / $2,451,379 |
| 2021 | Plan NameWILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY44 / 47 Assets BOY/EOY$1,996,617 / $2,479,335 | 2021 | WILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 44 / 47 | $1,996,617 / $2,479,335 |
| 2020 | Plan NameWILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY38 / 41 Assets BOY/EOY$1,511,777 / $1,996,617 | 2020 | WILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 | 38 / 41 | $1,511,777 / $1,996,617 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$505,750 Forgiven$509,412 LenderJPMorgan Chase Bank, National Association Jobs45 | 05/01/2020 | $505,750 | $509,412 | JPMorgan Chase Bank, National Association | 45 |
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