Trilogy Financial Services, Inc.

Michael Broker Registered Agent

101 UNIVERSITY BLVD STE 450, DENVER, CO 80206 (View Past Addresses)

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101 UNIVERSITY BLVD STE 450, DENVER, CO 80206 View Map
2601 MAIN ST STE 100, IRVINE, CA 92614 (Mailing) View Map

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Form 5500

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

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.

Related Business Names:

Trilogy Financial Services, Inc. Registered in New York	Huntington Beach, CA	View Report
Trilogy Financial Services, Inc. Registered in California	Huntington Beach, CA	View Report
Trilogy Financial Services, Inc. Registered in North Dakota	Irvine, CA Bismarck, ND (1 more)	View Report
Trilogy Financial Services, Inc. Registered in Massachusetts	Huntington Beach, CA	View Report
Trilogy Financial Services, Inc. Registered in Florida	Irvine, CA Tallahassee, FL	View Report
Trilogy Financial Services, Inc. Registered in New Mexico	Huntington Beach, CA Santa Fe, NM	View Report
Trilogy Financial Services, Inc. Registered in Idaho	Boise, ID Irvine, CA	View Report
Trilogy Financial Services Inc. (California) Registered in Georgia	Huntington Beach, CA	View Report
Trilogy Financial Services, Inc. Registered in Georgia	Suwanee, GA	View Report
Trilogy Financial Services, Inc. Registered in New Hampshire	Irvine, CA Huntington Beach, CA	View Report
Trilogy Financial Services, Inc. Registered in Arkansas	Huntington Beach, CA	View Report

Address Match:101 University Blvd Denver, CO

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Address Match:101 University Blvd Ste 450 Denver, CO

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Address Match:2601 Main St Ste 100 Irvine, CA

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The following government agencies have contributed data:

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

Company Summary