Spinnaker Investment Group, LLC

California
Registered In
05/06/2016
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Spinnaker Investment Group, LLC at Ca lists Morgan Robert Christen of Newport Beach, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Converted Out
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Morgan Robert Christen Individual Agent
4041 MACARTHUR BLVD STE 475, NEWPORT BEACH, CA 92660
Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history

Map & Locations

CA View Map
4041 MACARTHUR BLVD STE 475, NEWPORT BEACH, CA 92660 (Mailing) View Map

Financials

Financial Information for Spinnaker Investment Group, LLC

Form 5500

SPINNAKER INVESTMENT GROUP, LLC

4100 Macarthur Blvd. Suite 120, Newport Beach, Ca 92660 (949) 396-6700 EIN:81-2550846 Plan Admin:Morgan Christen
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$815,190 / $827,449 2022 SPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 5 / 5 $815,190 / $827,449
2021 Plan NameSPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$558,382 / $815,190 2021 SPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 4 / 3 $558,382 / $815,190
2020 Plan NameSPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$379,670 / $558,382 2020 SPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 4 $379,670 / $558,382
2019 Plan NameSPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$85,479 / $379,670 2019 SPINNAKER INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN - Plan #001 3 / 3 $85,479 / $379,670
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SPINNAKER INVESTMENT GROUP LLC

4100 Macarthur Blvd Suite 120, Newport Beach, Ca 92660-2001 Industry:Miscellaneous Financial Investment Activities
Loan Date Approved Forgiven Lender Jobs
04/09/2020 Approved$72,200 Forgiven$72,590 LenderCommerceWest Bank Jobs4 04/09/2020 $72,200 $72,590 CommerceWest Bank 4
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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