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.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Limited Liability Company - Out of State
- Status
- Converted Out
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Morgan Robert Christen
Individual Agent
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4041 MACARTHUR BLVD STE 475, NEWPORT BEACH, CA 92660
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CA
View Map
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4041 MACARTHUR BLVD STE 475, NEWPORT BEACH, CA 92660
(Mailing)
View Map
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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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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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