Spinnaker Investment Group, LLC

Newport Beach, CA

California

Registered In

05/06/2016

Incorp. Date

Company Summary

Spinnaker Investment Group, LLC at 4100 Macarthur Blvd STE 120, Newport Beach, Ca 92660 lists Morgan R. Christen and Joseph M. Stapleton of Newport Beach, CA.

Overview

Registered In

California

Incorporation Date

05/06/2016

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Morgan R. Christen Individual Agent	4100 MACARTHUR BLVD STE 120, NEWPORT BEACH, CA 92660
Morgan R. Christen CEO	4100 MACARTHUR BLVD STE 120, NEWPORT BEACH, CA 92660
Morgan R. Christen Manager	4100 MACARTHUR BLVD STE 120, NEWPORT BEACH, CA 92660
Joseph M. Stapleton Manager	4100 MACARTHUR BLVD STE 120, NEWPORT BEACH, CA 92660
Andrew L. Krongold Manager	4100 MACARTHUR BLVD STE 120, NEWPORT BEACH, CA 92660

Showing current associates only (5 of 8 total associates). Create a free account to see the full associate history

Map & Locations

4100 MACARTHUR BLVD STE 120, NEWPORT BEACH, CA 92660 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