Willis Management Group, Inc.

California
Registered In
12/18/2006
Incorp. Date

Company Summary

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.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Corporation Service Company Which Will Do Business In California As Csc - Lawyers Incorporating Service Registered 1505 Agent
2710 GATEWAY OAKS DRIVE STE 150 N, SACRAMENTO, CA 95833
Chris T. Willis CEO
3180 CROW CANYON PL # 100, SAN RAMON, CA 94583
Robert Colby Chief Financial Officer
3180 CROW CANYON PL # 100, SAN RAMON, CA 94583
Michael Natale Director
1855 GRIFFIN RD STE A-330, DANIA BEACH, FL 33004
Robert Cardoza Director
15241 LAGUNA CANYON RD, IRVINE, CA 92618
Amy Matheison Director
3180 CROW CANYONE PL # 100, SAN RAMON, CA 94583
Amy Matheison Secretary
3180 CROW CANYON PL # 100, SAN RAMON, CA 94583
Showing 10 of 12 associates. Create a free account to view the complete list and historical changes.

Map & Locations

3180 CROW CANYON PL # 100, SAN RAMON, CA 94583 (Mailing) View Map

Financials

Financial Information for Willis Management Group, Inc.

Form 5500

WILLIS MANAGEMENT GROUP, INC.

3180 Crow Canyon Place #100, San Ramon, Ca 94583 (925) 901-0225 EIN:20-8098634 Plan Admin:Chris Willis
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
2019 Plan NameWILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY45 / 35 Assets BOY/EOY$1,151,661 / $1,511,777 2019 WILLIS MANAGEMENT GROUP, INC. 401K PROFIT SHARING PLAN - Plan #001 45 / 35 $1,151,661 / $1,511,777
Benefit & Retirement Plans based on Form 5500.
PPP Loans

WILLIS MANAGEMENT GROUP, INC

3180 Crow Canyon Pl STE 100, San Ramon, Ca 94583 Industry:Office Administrative Services
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
PPP Loans based on Paycheck Protection Program.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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