Clientpoint, Inc.

Carlsbad, CA

California

Registered In

10/17/2017

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Clientpoint, Inc. at 6800 Embarcadero Ln, Carlsbad, Ca 92011 lists Andy Jedynak of Kittrell, NC and Tom Broadhead of San Diego, CA as associates.

Overview

Registered In

California

Incorporation Date

10/17/2017

Company Type

Stock Corporation - Out of State - Stock

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

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People

Tracy Wagner Individual Agent	6790 EMBARCADERO LN STE 100, CARLSBAD, CA 92011
Andy Jedynak CEO	4191 BOBBITT RD, KITTRELL, NC 27544 (View Past Addresses)
Tom Broadhead Chief Financial Officer	4350 EXECUTIVE DR STE 220, SAN DIEGO, CA 92121
Zebulon Evans Secretary	18609 DEEP WATER DR, PFLUGERVILLE, TX 78660

Showing current associates only (4 of 7 total associates). Create a free account to see the full associate history

Map & Locations

6800 EMBARCADERO LN, CARLSBAD, CA 92011 (Mailing) View Map

Financials

Financial Information for Clientpoint, Inc.

Form 5500

CLIENTPOINT INC

6790 Embarcadero Lane Suite 100, Carlsbad, Ca 92011 (888) 972-7375 EIN:82-3117399 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCLIENTPOINT 401(K) PLAN Plan #001 Participants BOY/EOY19 / 18 Assets BOY/EOY$297,558 / $966,881	2023	CLIENTPOINT 401(K) PLAN - Plan #001	19 / 18	$297,558 / $966,881
2022	Plan NameCLIENTPOINT 401(K) PLAN Plan #001 Participants BOY/EOY18 / 19 Assets BOY/EOY$270,048 / $297,558	2022	CLIENTPOINT 401(K) PLAN - Plan #001	18 / 19	$270,048 / $297,558
2021	Plan NameCLIENTPOINT 401(K) PLAN Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$149,187 / $270,048	2021	CLIENTPOINT 401(K) PLAN - Plan #001	15 / 18	$149,187 / $270,048
2020	Plan NameCLIENTPOINT 401(K) PLAN Plan #001 Participants BOY/EOY14 / 15 Assets BOY/EOY$78,156 / $149,187	2020	CLIENTPOINT 401(K) PLAN - Plan #001	14 / 15	$78,156 / $149,187
2019	Plan NameCLIENTPOINT 401(K) PLAN Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$15,581 / $78,156	2019	CLIENTPOINT 401(K) PLAN - Plan #001	10 / 14	$15,581 / $78,156

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CLIENTPOINT INC.

6790 Embarcadero Ln Ste 100, Carlsbad, CA 92011-3278 Industry:Custom Computer Programming Services Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
01/27/2021	Approved$215,000 Forgiven$215,782 LenderFirst-Citizens Bank & Trust Company Jobs12	01/27/2021	$215,000	$215,782	First-Citizens Bank & Trust Company	12
04/15/2020	Approved$184,932 Forgiven$186,025 LenderFirst-Citizens Bank & Trust Company Jobs10	04/15/2020	$184,932	$186,025	First-Citizens Bank & Trust Company	10

PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:6800 Embarcadero Ln Carlsbad, CA

Powers Premiere Registered in California	Carlsbad, CA		View Report
Powers Premiere Re Registered in California	Carlsbad, CA Glendale, CA (2 more)		View Report

Person/City Match:Tracy Wagner - Carlsbad, CA

Wagner Bookkeeping, Inc. Registered in California	Carlsbad, CA		View Report

Person/City Match:Tom Broadhead - San Diego, CA

Simplexity Holdings LLC Registered in California	San Diego, CA	View Report
Simplexity Services, LLC Registered in California	San Diego, CA	View Report
Simplexity Venture Studio Fund I LLC Registered in California	San Diego, CA	View Report
The Team Group, LLC Registered in California	San Diego, CA Solana Beach, CA	View Report
Infogate, Inc., a Delaware Corporation Registered in California	Irvine, CA San Diego, CA	View Report
Cvt Ventures LLC Registered in California	La Jolla, CA (2 more)	View Report
1appworks, Inc. Registered in California	San Diego, CA	View Report

View More in Carlsbad, CA

Sources

The following government agencies have contributed data:

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