Sageview Advisory Group, Inc.
Florida
Registered In
02/16/2010
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Sageview Advisory Group, Inc. at 4000 Macarthur Blvd, Newport Beach, Ca 92660 lists Long Randall C and Notermann Tony of Newport Beach, CA as associates.
Overview
Registered In
Florida
Incorporation Date
Company Type
Foreign Profit
Status
Inactive
Registration Type
Foreign
Foreign Jurisdiction
California
EIN
51-0492818
Website
Email
**********@sageviewadvisory.com
Search Other Resources
People
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Long Randall C
CEO
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4000 MACARTHUR BLVD, NEWPORT BEACH, CA 92660
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Notermann Tony
CFO
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4000 MACARTHUR BLVD, NEWPORT BEACH, CA 92660
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Upham Long
Secretary
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4000 MACARTHUR BLVD, NEWPORT BEACH, CA 92660
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Showing current associates only (3 of 7 total associates). Create a free account to see the full associate history
Map & Locations
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4000 MACARTHUR BLVD, NEWPORT BEACH, CA 92660
View Map
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4000 MACARTHUR BLVD STE 1050, NEWPORT BEACH, CA 92660
(Mailing)
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Sageview Advisory Group, Inc.
Form 5500
NEW SAGEVIEW ADVISORY GROUP, LLC
4000 Macarthur Blvd, Suite 1050, Newport Beach, Ca 92660 (949) 955-5787 EIN:51-0492818 Plan Admin:Randy Long| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY210 / 297 Assets BOY/EOY$36,334,729 / $37,589,790 | 2022 | SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001 | 210 / 297 | $36,334,729 / $37,589,790 |
| 2021 | Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY128 / 205 Assets BOY/EOY$27,464,346 / $36,334,729 | 2021 | SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001 | 128 / 205 | $27,464,346 / $36,334,729 |
| 2021 | Plan NameSAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY58 / 0 Assets BOY/EOY$4,311,856 / $0 | 2021 | SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN - Plan #002 | 58 / 0 | $4,311,856 / $0 |
| 2020 | Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY126 / 128 Assets BOY/EOY$22,258,453 / $27,464,346 | 2020 | SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001 | 126 / 128 | $22,258,453 / $27,464,346 |
| 2020 | Plan NameSAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY57 / 58 Assets BOY/EOY$3,210,988 / $4,311,856 | 2020 | SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN - Plan #002 | 57 / 58 | $3,210,988 / $4,311,856 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SAGEVIEW ADVISORY GROUP, INC.
1920 Main ST STE 800, Irvine, Ca 92614-7227| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$1,790,143 Forgiven$1,832,076 LenderSunwest Bank Jobs94 | 04/27/2020 | $1,790,143 | $1,832,076 | Sunwest Bank | 94 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Florida Department of State • U.S. Department of Labor • U.S. Small Business Administration
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