Morris and Willner Partners, Inc at 4675 Macarthur Ct STE 500, Newport Beach, Ca 92660 lists Robert Morris of San Clemente, CA as the associate.
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Ram Chenayapurathu
Registered Agent
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8404 HIGH MEADOWS DR, PLANO, TX 75025
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Robert Morris
Director
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16 CALLE PACIFICA, SAN CLEMENTE, CA 92673
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4675 MACARTHUR CT STE 500, NEWPORT BEACH, CA 92660
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameMORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY106 / 130 Assets BOY/EOY$495,231 / $570,946 | 2022 | MORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 106 / 130 | $495,231 / $570,946 |
| 2021 | Plan NameMORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY92 / 120 Assets BOY/EOY$295,998 / $495,231 | 2021 | MORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 92 / 120 | $295,998 / $495,231 |
| 2020 | Plan NameMORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY97 / 91 Assets BOY/EOY$282,269 / $295,998 | 2020 | MORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 97 / 91 | $282,269 / $295,998 |
| 2019 | Plan NameMORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY89 / 99 Assets BOY/EOY$301,944 / $282,269 | 2019 | MORRIS & WILLNER PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 89 / 99 | $301,944 / $282,269 |
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