Morris Strategic Investments, LLC

Texas
Registered In
02/13/2006
Incorp. Date

Company Summary

Morris Strategic Investments, LLC at 701 Richmond Ave STE 250, Houston, Tx 77006 lists Stewart Morris Jr and Carlotta M Coffman of Houston, TX as associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
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People

Lisa Simon Registered Agent
701 RICHMOND AVE STE 250, HOUSTON, TX 77006
Stewart Morris Jr Member
701 RICHMOND AVE STE 250, HOUSTON, TX 77006
Carlotta M Coffman Member
701 RICHMOND AVE STE 250, HOUSTON, TX 77006
Stewart Morris Jr Director
701 RICHMOND AVE STE 250, HOUSTON, TX 77006
Carlotta M Coffman Director
701 RICHMOND AVE STE 250, HOUSTON, TX 77006
Caralisa M Simon Director
701 RICHMOND AVE STE 250, HOUSTON, TX 77006
Caralisa M Simon Managing Member
701 RICHMOND AVE STE 250, HOUSTON, TX 77006

Map & Locations

701 RICHMOND AVE STE 250, HOUSTON, TX 77006 View Map

Financials

Financial Information for Morris Strategic Investments, LLC

Form 5500

MORRIS STRATEGIC INVESTMENTS, LLC

601 Sawyer Street, Suite #660, Houston, Tx 77007 (713) 972-1930 EIN:20-4340483 Plan Admin:Lisa Simon
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,571,214 / $950,842 2022 MORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN - Plan #001 5 / 5 $1,571,214 / $950,842
2021 Plan NameMORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,315,520 / $1,571,214 2021 MORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN - Plan #001 5 / 5 $1,315,520 / $1,571,214
2020 Plan NameMORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,001,752 / $1,315,520 2020 MORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN - Plan #001 5 / 5 $1,001,752 / $1,315,520
2019 Plan NameMORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$745,663 / $1,001,752 2019 MORRIS STRATEGIC INVESTMENTS, LLC 401(K) PLAN - Plan #001 5 / 5 $745,663 / $1,001,752
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

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