Trilogy Financial Services, Inc.
California
Registered In
03/04/1999
Incorp. Date
Company Summary
Trilogy Financial Services, Inc. at 17011 Beach Blvd STE 800, Huntington Beach, Ca 92647 lists Jeffrey Ralph Motske and Chad Sinclair of Huntington Beach, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
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June Adams
Individual Agent
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Jeffrey Ralph Motske
CEO
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Chad Sinclair
Chief Financial Officer
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Ginger Silverman
Director
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Ronald Harkey
Director
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Jeffrey Ralph Motske
Director
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Paul Rafferty
Director
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Paul Whisenand
Director
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Ginger Silverman
Secretary
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
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Chico Erudite Ventures
Applicant
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1900 S NORFOLK ST STE 350, SAN MATEO, CA 94403
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Showing 10 of 12 associates. Create a free account to view the complete list and historical changes.
Map & Locations
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
(Mailing)
View Map
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Financials
Financial Information for Trilogy Financial Services, Inc.
Form 5500
TRILOGY FINANCIAL SERVICES, INC.
2601 Main Street, Suite 100, Irvine, Ca 92614 (714) 843-9977 EIN:33-0845526 Plan Admin:Toshia Palacios| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY194 / 192 Assets BOY/EOY$16,796,833 / $13,211,752 | 2022 | TRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 194 / 192 | $16,796,833 / $13,211,752 |
| 2021 | Plan NameTRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY193 / 194 Assets BOY/EOY$15,219,002 / $16,796,833 | 2021 | TRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 193 / 194 | $15,219,002 / $16,796,833 |
| 2020 | Plan NameTRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY207 / 193 Assets BOY/EOY$12,026,866 / $15,219,002 | 2020 | TRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 207 / 193 | $12,026,866 / $15,219,002 |
| 2019 | Plan NameTRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY208 / 207 Assets BOY/EOY$9,364,902 / $12,026,866 | 2019 | TRILOGY FINANCIAL SERVICES, INC. 401K PROFIT SHARING PLAN - Plan #001 | 208 / 207 | $9,364,902 / $12,026,866 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
TRILOGY FINANCIAL SERVICES, INC.
17011 Beach Blvd STE 800, Huntington Beach, Ca 92647-5995| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$1,729,900 Forgiven$0 LenderSunwest Bank Jobs140 | 04/27/2020 | $1,729,900 | $0 | Sunwest Bank | 140 |
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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