Success Continuing Education, Inc. at 2 Corporate Plaza Dr STE 100, Newport Beach, Ca 92660 lists J William Cooley of Newport Beach, CA as the associate.
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J William Cooley
Individual Agent
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2 CORPORATE PLAZA DR STE 100, NEWPORT BEACH, CA 92660
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J William Cooley
CEO
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2 CORPORATE PLAZA DR STE 100, NEWPORT BEACH, CA 92660
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2 CORPORATE PLAZA DR STE 100, NEWPORT BEACH, CA 92660
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUCCESS CE CASH BALANCE PLAN Plan #002 Participants BOY/EOY12 / 0 Assets BOY/EOY$1,286,712 / $0 | 2023 | SUCCESS CE CASH BALANCE PLAN - Plan #002 | 12 / 0 | $1,286,712 / $0 |
| 2022 | Plan NameSUCCESS CE CASH BALANCE PLAN Plan #002 Participants BOY/EOY10 / 12 Assets BOY/EOY$1,156,346 / $1,286,712 | 2022 | SUCCESS CE CASH BALANCE PLAN - Plan #002 | 10 / 12 | $1,156,346 / $1,286,712 |
| 2022 | Plan NameSUCCESS CE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$263,710 / $306,641 | 2022 | SUCCESS CE 401(K) PROFIT SHARING PLAN - Plan #001 | 14 / 16 | $263,710 / $306,641 |
| 2021 | Plan NameSUCCESS CE CASH BALANCE PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$923,131 / $1,156,346 | 2021 | SUCCESS CE CASH BALANCE PLAN - Plan #002 | 9 / 10 | $923,131 / $1,156,346 |
| 2021 | Plan NameSUCCESS CE 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$200,409 / $263,710 | 2021 | SUCCESS CE 401(K) PROFIT SHARING PLAN - Plan #001 | 12 / 14 | $200,409 / $263,710 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$112,500 Forgiven$113,653 LenderBanc of California, National Association Jobs11 | 04/14/2020 | $112,500 | $113,653 | Banc of California, National Association | 11 |
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