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.
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Morgen Richmond
Individual Agent
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530 TECHNOLOGY DR STE 100, IRVINE, CA 92618
(View Past Addresses)
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Morgen Richmond
CEO
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23606 VIA AGUILA, COTO DE CAZA, CA 92679
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Morgen Richmond
Chief Financial Officer
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23606 VIA AGUILA, COTO DE CAZA, CA 92679
(View Past Addresses)
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Douglas Munro
Director
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1328 SHOREBIRD LN, CARLSBAD, CA 92009
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Morgen Richmond
Director
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23606 VIA AGUILA, COTO DE CAZA, CA 92679
(View Past Addresses)
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Angela Tran
Director
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23606 VIA AGUILA, COTO DE CAZA, CA 92679
(View Past Addresses)
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Barbara Munro
Director
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1328 SHOREBIRD LN, CARLSBAD, CA 92009
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Barbara Munro
Secretary
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1328 SHOREBIRD LN, CARLSBAD, CA 92009
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530 TECHNOLOGY DR STE 100, IRVINE, CA 92618
View Map
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| 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 |
| 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 |
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