Insight Investments LLC

California
Registered In
07/09/2008
Incorp. Date

Company Summary

Insight Investments LLC at 7710 Hazard Center Dr STE E419, San Diego, Ca 92108 lists Richard Trujilo and James Smith of San Diego, CA as the associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Suspended - Ftb
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Dawn Forsyth Individual Agent
13825 MAR VISTA ST, WHITTIER, CA 90602
Richard Trujilo Manager
7710 HAZARD CENTER DR STE E419, SAN DIEGO, CA 92108
James Smith Manager
7710 HAZARD CENTER DR STE E419, SAN DIEGO, CA 92108
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7710 HAZARD CENTER DR STE E419, SAN DIEGO, CA 92108 View Map

Financial Information for Insight Investments LLC

Form 5500

INSIGHT INVESTMENTS, LLC

611 Anton Blvd. Suite 700, Costa Mesa, Ca 92626 (714) 939-2300 EIN:94-3486721 Plan Admin:Claire Kennedy
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameINSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY388 / 387 Assets BOY/EOY$39,564,452 / $35,184,014 2022 INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 388 / 387 $39,564,452 / $35,184,014
2022 Plan NameINSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY287 / 0 Assets BOY/EOY$0 / $0 2022 INSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN - Plan #501 287 / 0 $0 / $0
2021 Plan NameINSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY342 / 388 Assets BOY/EOY$35,029,514 / $39,564,452 2021 INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 342 / 388 $35,029,514 / $39,564,452
2021 Plan NameINSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY279 / 0 Assets BOY/EOY$0 / $0 2021 INSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN - Plan #501 279 / 0 $0 / $0
2020 Plan NameINSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY347 / 342 Assets BOY/EOY$29,751,752 / $35,029,514 2020 INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 347 / 342 $29,751,752 / $35,029,514
2020 Plan NameINSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY201 / 0 Assets BOY/EOY$0 / $0 2020 INSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN - Plan #501 201 / 0 $0 / $0
2019 Plan NameINSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY320 / 347 Assets BOY/EOY$22,907,081 / $29,751,752 2019 INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 320 / 347 $22,907,081 / $29,751,752
2019 Plan NameINSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY351 / 0 Assets BOY/EOY$0 / $0 2019 INSIGHT INVESTMENTS, LLC EMPLOYEE BENEFIT PLAN - Plan #501 351 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

INSIGHT INVESTMENTS, LLC

611 Anton Blvd #700, Costa Mesa, Ca 92626-1917 Industry:Sales Financing
Loan Date Approved Forgiven Lender Jobs
04/04/2020 Approved$4,342,700 Forgiven$4,397,906 LenderCity National Bank Jobs250 04/04/2020 $4,342,700 $4,397,906 City National Bank 250
PPP Loans based on Paycheck Protection Program.
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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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