The Carrera Agency, Inc.

California
Registered In
06/15/1999
Incorp. Date

Company Summary

The Carrera Agency, Inc. at 530 Technology Dr STE 100, Irvine, Ca 92618 lists Morgen Richmond of Coto De Caza, CA and Douglas Munro of Carlsbad, CA.

Overview

Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
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People

Morgen Richmond Individual Agent
530 TECHNOLOGY DR STE 100, IRVINE, CA 92618 (View Past Addresses)
Morgen Richmond CEO
23606 VIA AGUILA, COTO DE CAZA, CA 92679
Morgen Richmond Chief Financial Officer
23606 VIA AGUILA, COTO DE CAZA, CA 92679 (View Past Addresses)
Douglas Munro Director
1328 SHOREBIRD LN, CARLSBAD, CA 92009
Morgen Richmond Director
23606 VIA AGUILA, COTO DE CAZA, CA 92679 (View Past Addresses)
Angela Tran Director
23606 VIA AGUILA, COTO DE CAZA, CA 92679 (View Past Addresses)
Barbara Munro Director
1328 SHOREBIRD LN, CARLSBAD, CA 92009
Barbara Munro Secretary
1328 SHOREBIRD LN, CARLSBAD, CA 92009
Showing current associates only (8 of 9 total associates). Create a free account to see the full associate history

Map & Locations

530 TECHNOLOGY DR STE 100, IRVINE, CA 92618 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for The Carrera Agency, Inc.

Form 5500

THE CARRERA AGENCY INC

530 Technology Dr STE 100, Irvine, Ca 92618 (949) 713-7264 EIN:33-0872889 Plan Admin:Morgen Richmond
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTHE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY91 / 85 Assets BOY/EOY$1,200,178 / $1,579,088 2023 THE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 91 / 85 $1,200,178 / $1,579,088
2022 Plan NameTHE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY65 / 88 Assets BOY/EOY$1,371,601 / $1,200,178 2022 THE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 65 / 88 $1,371,601 / $1,200,178
2021 Plan NameTHE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY71 / 63 Assets BOY/EOY$1,117,919 / $1,371,601 2021 THE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 71 / 63 $1,117,919 / $1,371,601
2020 Plan NameTHE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY70 / 68 Assets BOY/EOY$970,771 / $1,117,919 2020 THE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 70 / 68 $970,771 / $1,117,919
2019 Plan NameTHE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY59 / 61 Assets BOY/EOY$1,285,226 / $970,771 2019 THE CARRERA AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 59 / 61 $1,285,226 / $970,771
Benefit & Retirement Plans based on Form 5500.
PPP Loans

THE CARRERA AGENCY, INC.

65 Enterprise, Aliso Viejo, Ca 92656-2503 Industry:All Other Professional, Scientific, and Technical Services
Loan Date Approved Forgiven Lender Jobs
04/08/2020 Approved$1,189,625 Forgiven$1,204,324 LenderMega Bank Jobs50 04/08/2020 $1,189,625 $1,204,324 Mega Bank 50
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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