Insellerate, LLC

Joshua Friend Individual Agent	20280 SW ACACIA ST STE 230, NEWPORT BEACH, CA 92660
Daniel Raynor Manager	60 MADISON AVE # 701, NEW YORK, NY 10010
Joshua Friend Manager	20280 SW ACACIA ST STE 230, NEWPORT BEACH, CA 92660

20280 SW ACACIA ST STE 230, NEWPORT BEACH, CA 92660 View Map

Form 5500

30900 Rancho Viejo Suite 255, San Juan Capistrano, Ca 92675 (949) 989-4316 EIN:46-5382524 Plan Admin:Barbara Biscocho

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameINSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY64 / 57 Assets BOY/EOY$721,040 / $1,275,284	2023	INSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	64 / 57	$721,040 / $1,275,284
2022	Plan NameINSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY54 / 64 Assets BOY/EOY$535,574 / $721,040	2022	INSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	54 / 64	$535,574 / $721,040
2021	Plan NameINSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 52 Assets BOY/EOY$263,423 / $535,574	2021	INSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	32 / 52	$263,423 / $535,574
2020	Plan NameINSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY24 / 32 Assets BOY/EOY$163,958 / $263,423	2020	INSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	24 / 32	$163,958 / $263,423
2019	Plan NameINSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY26 / 25 Assets BOY/EOY$136,127 / $163,958	2019	INSELLERATE LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	26 / 25	$136,127 / $163,958

Benefit & Retirement Plans based on Form 5500.

PPP Loans

20280 SW ACACIA ST., Suite 230, NEWPORT BEACH, CA 92660-0782 Industry:Custom Computer Programming Services Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$256,000 Forgiven$257,586 LenderEast West Bank Jobs15	04/28/2020	$256,000	$257,586	East West Bank	15

PPP Loans based on Paycheck Protection Program.

Address Match:20280 Sw Acacia St Ste 230 Newport Beach, CA

Bright Path Tax Relief Group LLC Registered in California	Newport Beach, CA	View Report
Insellerate LLC Registered in Utah	Newport Beach, CA Vineyard, UT	View Report
Insellerate, LLC Registered in California	Newport Beach, CA	View Report

Related Business Names:

Insellerate Settlement Services LLC Registered in New Jersey		View Report
Insellerate Settlement Services, LLC Registered in New York	Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in West Virginia	Charleston, WV Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in Michigan	Plymouth, MI	View Report
Insellerate Settlement Services, LLC Registered in Ohio	Ohio	View Report
Insellerate Settlement Services, LLC Registered in Vermont	Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in Florida	Meriam, KS Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in Missouri	Clayton, MO Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in North Dakota	Bismarck, ND Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in Minnesota	Merriam, KS Paul, MN	View Report
Insellerate Settlement Services, LLC Registered in Kansas	Merriam, KS Topeka, KS	View Report
Insellerate Settlement Services, LLC Registered in Montana	Merriam, KS Missoula, MT	View Report
Insellerate Settlement Services, LLC Registered in North Carolina	Merriam, KS Raleigh, NC	View Report
Insellerate Settlement Services, LLC Registered in New Hampshire	Concord, NH Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in Mississippi	Merriam, KS	View Report
Insellerate Settlement Services, LLC Registered in Wisconsin	Madison, WI	View Report

Address Match:20280 Sw Acacia St Newport Beach, CA

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Person/City Match:Joshua Friend - Newport Beach, CA

Young Money Squad LLC Registered in California	Newport Beach, CA		View Report

Person/City Match:Daniel Raynor - New York, NY

Argentum Capital Partners Iv, L.P. Registered in New York	New York, NY	View Report
Argentum Partners Iv, LLC Registered in New York	New York, NY	View Report
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Fleetworthy Solutions, Inc. Registered in Nevada	Madison, WI	View Report
Chrome River Technologies, Inc. Registered in Missouri	Los Angeles, CA Saint Louis, MO	View Report
Research Pharmaceutical Search, Inc. Registered in Texas	Fort Washington, PA Plymouth Meeting, PA	View Report
Applied Data Systems, Inc. Registered in Florida	Columbia, MD Germantown, MD	View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary