Sunrise Mortgage and Investment Company
California
Registered In
03/13/1991
Incorp. Date
Foreign
Registration Type
Arizona
Foreign Jurisdiction
Company Summary
Sunrise Mortgage and Investment Company in Scottsdale, AZ lists John S Nierad of Scottsdale, AZ and Donald Michael Patrick of San Luis Obispo, CA
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Arizona
Search Other Resources
People
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Donald Michael Patrick
Individual Agent
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1065 HIGUERA ST STE 200, SAN LUIS OBISPO, CA 93401
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John S Nierad
CEO
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5040 E SHEA BLVD STE 270, SCOTTSDALE, AZ 85254
(View Past Addresses)
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John S Nierad
Chief Financial Officer
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5040 E SHEA BLVD STE 270, SCOTTSDALE, AZ 85254
(View Past Addresses)
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Donald Michael Patrick
Secretary
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1065 HIGUERA ST STE 200, SAN LUIS OBISPO, CA 93401
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Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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5040 E SHEA BLVD STE 270, SCOTTSDALE, AZ 85254
View Map
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1065 HIGUERA ST STE 200, SAN LUIS OBISPO, CA 93401
View Map
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PO BOX 390, SAN LUIS OBISPO, CA 93406
(Mailing)
View Map
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Showing current addresses only (3 of 4 total addresses). Create a free account to see the full address history
Financials
Financial Information for Sunrise Mortgage and Investment Company
Form 5500
SUNRISE MORTGAGE & INVESTMENT COMPANY
5040 E. Shea Boulevard Suite 270, Scottsdale, Az 85254 (602) 569-0007 EIN:86-0455499 Plan Admin:Lewis J. Hastings, III| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN Plan #002 Participants BOY/EOY27 / 24 Assets BOY/EOY$5,916,022 / $7,060,520 | 2023 | SUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN - Plan #002 | 27 / 24 | $5,916,022 / $7,060,520 |
| 2022 | Plan NameSUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN Plan #002 Participants BOY/EOY29 / 25 Assets BOY/EOY$6,926,640 / $5,916,022 | 2022 | SUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN - Plan #002 | 29 / 25 | $6,926,640 / $5,916,022 |
| 2021 | Plan NameSUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN Plan #002 Participants BOY/EOY29 / 29 Assets BOY/EOY$6,329,938 / $6,926,640 | 2021 | SUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN - Plan #002 | 29 / 29 | $6,329,938 / $6,926,640 |
| 2020 | Plan NameSUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN Plan #002 Participants BOY/EOY28 / 29 Assets BOY/EOY$6,325,024 / $6,329,938 | 2020 | SUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN - Plan #002 | 28 / 29 | $6,325,024 / $6,329,938 |
| 2019 | Plan NameSUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN Plan #002 Participants BOY/EOY28 / 26 Assets BOY/EOY$6,098,934 / $6,325,024 | 2019 | SUNRISE MORTGAGE & INVESTMENT COMPANY 401(K) PLAN - Plan #002 | 28 / 26 | $6,098,934 / $6,325,024 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUNRISE MORTGAGE AND INVESTMENT COMPANY
4835 E Cactus Rd Ste 325, Scottsdale, AZ 85254-3547 Industry:Real Estate Credit| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/31/2021 | Approved$449,572 Forgiven$453,353 LenderRiver City Bank Jobs18 | 01/31/2021 | $449,572 | $453,353 | River City Bank | 18 |
| 04/06/2020 | Approved$507,681 Forgiven$512,132 LenderRiver City Bank Jobs27 | 04/06/2020 | $507,681 | $512,132 | River City Bank | 27 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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