Morrissey Wealth Management LLC

Connecticut
Registered In
11/21/2017
Incorp. Date

Company Summary

Morrissey Wealth Management LLC at 116 Washington Ave FL 3, North Haven, Ct 06473 lists Ryan Morrissey of North Haven, CT as the associate.

Registered In
Connecticut
Incorporation Date
Registration Type
Domestic
Company Type
Llc
Status
Active
Website
Email
****@morrisseywm.com
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Ryan R. Morrissey Registered Agent
116 WASHINGTON AVE FL 3, NORTH HAVEN, CT 06473 48 MINNA CT, CHESHIRE, CT 06410-3247 (View Past Addresses)
Ryan Morrissey
116 WASHINGTON AVE FL 3, NORTH HAVEN, CT 06473 48 MINNA CT, CHESHIRE, CT 06410-3247 (View Past Addresses)
116 WASHINGTON AVE FL 3, NORTH HAVEN, CT 06473 View Map

Financial Information for Morrissey Wealth Management LLC

Form 5500

MORRISSEY WEALTH MANAGEMENT LLC

116 Washington Ave STE 3, North Haven, Ct 06473 (860) 986-7881 EIN:82-3443865 Plan Admin:Ryan Morrissey
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMWM 401K Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$326,968 / $418,601 2022 MWM 401K - Plan #001 2 / 2 $326,968 / $418,601
2021 Plan NameMWM 401K Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$187,317 / $326,968 2021 MWM 401K - Plan #001 2 / 2 $187,317 / $326,968
2020 Plan NameMWM 401K Plan #001 Participants BOY/EOY1 / 2 Assets BOY/EOY$86,037 / $187,317 2020 MWM 401K - Plan #001 1 / 2 $86,037 / $187,317
Benefit & Retirement Plans based on Form 5500.
PPP Loans

MORRISSEY WEALTH MANAGEMENT, LLC

116 WASHINGTON AVE Floor 3, NORTH HAVEN, CT 06473-1721 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$27,167 Forgiven$27,390 LenderThe Guilford Savings Bank Jobs2 04/15/2020 $27,167 $27,390 The Guilford Savings Bank 2
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Connecticut's Official State Website U.S. Department of Labor U.S. Small Business Administration
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