Lincoln Brokerage Co., Inc. at 1400 Quail ST STE 240, Newport Beach, Ca 92660 lists James Reed and Carolyn Reed of Newport Beach, CA as the associates.
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James Reed
Individual Agent
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1400 QUAIL ST STE 240, NEWPORT BEACH, CA 92660
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James Reed
CEO
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1400 QUAIL ST STE 240, NEWPORT BEACH, CA 92660
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James Reed
Chief Financial Officer
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1400 QUAIL ST STE 240, NEWPORT BEACH, CA 92660
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James Reed
Director
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1400 QUAIL ST STE 240, NEWPORT BEACH, CA 92660
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Carolyn Reed
Secretary
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1400 QUAIL ST STE 240, NEWPORT BEACH, CA 92660
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1400 QUAIL ST STE 240, NEWPORT BEACH, CA 92660
View Map
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SUITE 240, NEWPORT BEACH, CA 92660
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BOX 8384, NEWPORT BEACH, CA 92658-8384
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameLINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY6 / 6 Assets BOY/EOY$484,604 / $479,508 | 2022 | LINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN - Plan #004 | 6 / 6 | $484,604 / $479,508 |
| 2021 | Plan NameLINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY5 / 5 Assets BOY/EOY$389,120 / $484,604 | 2021 | LINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN - Plan #004 | 5 / 5 | $389,120 / $484,604 |
| 2020 | Plan NameLINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY6 / 5 Assets BOY/EOY$309,151 / $389,120 | 2020 | LINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN - Plan #004 | 6 / 5 | $309,151 / $389,120 |
| 2019 | Plan NameLINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN Plan #004 Participants BOY/EOY5 / 6 Assets BOY/EOY$254,266 / $309,151 | 2019 | LINCOLN BROKERAGE CO. , INC. 401(K) PROFIT SHARING PLAN - Plan #004 | 5 / 6 | $254,266 / $309,151 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/13/2020 | Approved$45,400 Forgiven$45,757 LenderU.S. Bank, National Association Jobs7 | 04/13/2020 | $45,400 | $45,757 | U.S. Bank, National Association | 7 |
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Lincoln Consulting Group, LLC
Registered in California
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Newport Beach, CA | View Report | |
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James Reed & Associates, Inc.
Registered in California
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Newport Beach, CA | View Report |
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James David Reed, Insurance Agency, Incorporated
Registered in California
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Costa Mesa, CA Newport Beach, CA | View Report | |
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Pch Insurance Services
Registered in California
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Costa Mesa, CA Newport Beach, CA | View Report | |
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Symanco, Inc.
Registered in California
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Newport Beach, CA Woodland Hills, CA | View Report | |
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Coco 1388, LLC
Registered in California
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Newport Beach, CA | View Report |
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Efficient Assist, LLC
Registered in California
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Newport Beach, CA | View Report |
The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration