Surf and Sage, LLC

Rolling Hills Estates, CA

California

Registered In

06/24/2021

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Surf and Sage, LLC at 550 Silver Spur Rd STE 350, Rolling Hills Estates, Ca 90275 lists Steven N Carlsen and Sathya Chey Patterson of Rolling Hills Estates, CA.

Registered In: California
Incorporation Date: 06/24/2021
Registration Type: Foreign
Foreign Jurisdiction: Delaware
Company Type: Limited Liability Company - Out of State
Status: Active
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Cogency Global Inc. Registered 1505 Agent	122 E 42ND ST FL 18TH, NEW YORK, NY 10168 (View Past Addresses)
Steven N Carlsen Manager	550 SILVER SPUR RD STE 350, ROLLING HILLS ESTATES, CA 90275
Sathya Chey Patterson Manager	550 SILVER SPUR RD STE 350, ROLLING HILLS ESTATES, CA 90275

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550 SILVER SPUR RD STE 350, ROLLING HILLS ESTATES, CA 90275 View Map

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Financial Information for Surf and Sage, LLC

Form 5500

SURF AND SAGE LLC

550 Silver Spur Rd STE 350, Rancho Palos Verdes, Ca 90275 (562) 343-4540 EIN:86-2566956 Plan Admin:Sathya Patterson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSURF AND SAGE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$775,562 / $1,111,020	2023	SURF AND SAGE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 5	$775,562 / $1,111,020
2022	Plan NameSURF AND SAGE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$840,832 / $775,562	2022	SURF AND SAGE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 4	$840,832 / $775,562
2021	Plan NameSURF AND SAGE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY0 / 5 Assets BOY/EOY$0 / $840,832	2021	SURF AND SAGE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	0 / 5	$0 / $840,832

Benefit & Retirement Plans based on Form 5500.

Address Match:550 Silver Spur Rd Rolling Hills Estates, CA

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Person/City Match:Sathya Chey Patterson - Rolling Hills Estates, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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