Mw Asset Management, Inc. at 5520 Wellesley ST STE 206, La Mesa, Ca 92071 lists Monika Windle of La Mesa, CA as the associate.
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Miranda Franks
Individual Agent
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3322 SWEETWATER SPRINGS BLVD 203, SPRING VALLEY, CA 91977
(View Past Addresses)
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Monika Windle
CEO
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5520 WELLESLEY ST STE 206, LA MESA, CA 92071
(View Past Addresses)
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Monika Windle
Chief Financial Officer
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5520 WELLESLEY ST STE 206, LA MESA, CA 92071
(View Past Addresses)
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Monika Windle
Director
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5520 WELLESLEY ST STE 206, LA MESA, CA 92071
(View Past Addresses)
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Monika Windle
Secretary
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5520 WELLESLEY ST STE 206, LA MESA, CA 92071
(View Past Addresses)
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5520 WELLESLEY ST STE 206, LA MESA, CA 92071
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMW ASSET MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$415,839 / $483,826 | 2023 | MW ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 4 | $415,839 / $483,826 |
| 2023 | Plan NameMW ASSET MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY3 / 4 Assets BOY/EOY$191,358 / $203,900 | 2023 | MW ASSET MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 3 / 4 | $191,358 / $203,900 |
| 2022 | Plan NameMW ASSET MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$403,976 / $415,839 | 2022 | MW ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 3 / 3 | $403,976 / $415,839 |
| 2022 | Plan NameMW ASSET MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $191,358 | 2022 | MW ASSET MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN - Plan #002 | 0 / 3 | $0 / $191,358 |
| 2021 | Plan NameMW ASSET MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$299,865 / $403,976 | 2021 | MW ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #001 | 4 / 3 | $299,865 / $403,976 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/29/2020 | Approved$61,721 Forgiven$62,271 LenderWells Fargo Bank, National Association Jobs3 | 04/29/2020 | $61,721 | $62,271 | Wells Fargo Bank, National Association | 3 |
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