Moreton Asset Management, LLC
Idaho
Registered In
03/28/2013
Incorp. Date
Foreign
Registration Type
Utah
Foreign Jurisdiction
Company Summary
Moreton Asset Management, LLC at 101 S 200 E STE 300, Salt Lake City, Ut 84111 lists Jason Williams and Andrew Robbins of Farmington, UT as the associates.
Overview
Registered In
Idaho
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Active-Existing
Registration Type
Foreign
Foreign Jurisdiction
Utah
Search Other Resources
People
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Tina Coleman
Registered Agent
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12639 W EXPLORER DR # 200, BOISE, ID 83713
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Jason Williams
Manager
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40 N 100 E PO BOX 280, FARMINGTON, UT 84025
(View Past Addresses)
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Andrew Robbins
Manager
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40 N 100 E PO BOX 280, FARMINGTON, UT 84025
(View Past Addresses)
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Map & Locations
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101 S 200 E STE 300, SALT LAKE CITY, UT 84111
View Map
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PO BOX 280, FARMINGTON, UT 84025
(Mailing)
View Map
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Financials
Financial Information for Moreton Asset Management, LLC
Form 5500
MORETON ASSET MANAGEMENT, LLC
40 North 100 East PO Box 280, Farmington, Ut 84025 (801) 869-4200 EIN:20-1713107 Plan Admin:Andrew Robbins| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameMORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$473,551 / $794,641 | 2023 | MORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN - Plan #001 | 7 / 6 | $473,551 / $794,641 |
| 2022 | Plan NameMORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$513,595 / $473,551 | 2022 | MORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN - Plan #001 | 6 / 7 | $513,595 / $473,551 |
| 2021 | Plan NameMORETON ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$352,277 / $513,595 | 2021 | MORETON ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 6 / 6 | $352,277 / $513,595 |
| 2020 | Plan NameMORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$190,262 / $352,277 | 2020 | MORETON ASSET MANAGEMENT, LLC 401(K) PLAN PLAN - Plan #001 | 5 / 5 | $190,262 / $352,277 |
| 2019 | Plan NameMORETON ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $190,262 | 2019 | MORETON ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $0 / $190,262 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
MORETON ASSET MANAGEMENT
101 South 200 East Suite 300, Salt Lake City, Ut 84111 Industry:Office Administrative Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$102,475 Forgiven$103,401 LenderWells Fargo Bank, National Association Jobs6 | 05/01/2020 | $102,475 | $103,401 | Wells Fargo Bank, National Association | 6 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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Moreton Asset Management, LLC
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Moreton Asset Management, LLC
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Sources
The following government agencies have contributed data:
• Idaho Secretary of State's Office • U.S. Department of Labor • U.S. Small Business Administration
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