Stone Asset Management, Inc.

Texas
Registered In
06/07/2004
Incorp. Date

Company Summary

Stone Asset Management, Inc. at 4210 Spicewood Spring Rd BLDG E, Austin, Tx 78759 lists William Morgan Stone of Austin, TX as the associate.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic For-Profit Corporation
Status
In Existence
Registration Type
Domestic
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People

William Morgan Stone Registered Agent
703 W 10TH ST, AUSTIN, TX 78701
William Morgan Stone President
6003 SHOAL CREEK BLVD, AUSTIN, TX 78757
William Morgan Stone Director
6003 SHOAL CREEK BLVD, AUSTIN, TX 78757

Map & Locations

4210 SPICEWOOD SPRING RD BLDG E, AUSTIN, TX 78759 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Stone Wealth Management
Austin, TX

Financials

Financial Information for Stone Asset Management, Inc.

Form 5500

STONE ASSET MANAGEMENT, INC.

4210 Spicewood Springs Building E, Austin, Tx 78759 (512) 469-9152 EIN:34-2004380 Plan Admin:Retirement Plan Fiduciaries, Llc
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY6 / 0 Assets BOY/EOY$1,088,129 / $0 2023 STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 6 / 0 $1,088,129 / $0
2022 Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY4 / 6 Assets BOY/EOY$1,187,699 / $1,088,129 2022 STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 4 / 6 $1,187,699 / $1,088,129
2021 Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 4 Assets BOY/EOY$688,022 / $1,187,699 2021 STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 5 / 4 $688,022 / $1,187,699
2020 Plan NameSTONE ASSET MANAGEMENT, INC. 401(K) PLAN Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$515,672 / $688,022 2020 STONE ASSET MANAGEMENT, INC. 401(K) PLAN - Plan #003 5 / 5 $515,672 / $688,022
2019 Plan NameRETIREMENT INCOME SECURITY PLAN-STONE ASSET MANAGEMENT Plan #003 Participants BOY/EOY4 / 5 Assets BOY/EOY$326,662 / $515,672 2019 RETIREMENT INCOME SECURITY PLAN-STONE ASSET MANAGEMENT - Plan #003 4 / 5 $326,662 / $515,672
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:
Glens Falls, NY View Report
Stone House Asset Management Group Inc. Registered in California
Oceanside, CA View Report
Marietta, GA View Report
Stone Asset Management, Inc. Registered in New Hampshire
Durham, NH Greenland, NH View Report
Stone Asset Management, Inc. Registered in Texas
Austin, TX View Report
Stone Asset Management, Inc. Registered in Texas
Dallas, TX View Report
Irving, TX View Report
Sarasota, FL View Report
Stone Asset Management Group Inc Registered in Nevada
Henderson, NV View Report
Stone Asset Management, Inc. Registered in Nevada
Las Vegas, NV View Report
Stone Asset Management Group, Inc. Registered in California
Solana Beach, CA View Report
Person/City Match:William Morgan Stone - Austin, TX
Wms Office Holdings, LLC Registered in Texas
Austin, TX View Report

Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor
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