Trilogy Financial Services, Inc.
Massachusetts
Registered In
01/08/2010
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Trilogy Financial Services, Inc. at 17011 Beach Blvd STE 800, Huntington Beach, Ca 92647 lists Jeff R. Motske of Huntington Beach, CA and Chad Sinclair.
- Registered In
- Massachusetts
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Foreign Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Thomas J. Elkins
Registered Agent
|
400 TRADE CTR STE 4850, WOBURN, MA 01801
|
|
|
Jeff R. Motske
President
|
17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
|
|
|
Chad Sinclair
CFO
|
||
|
Hortensia Tovar
FINANCE ADMIN
|
|
17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
View Map
|
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.
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 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 Colorado
|
Denver, CO Huntington Beach, CA (1 more) | View Report | |
|
Trilogy Financial Services, Inc.
Registered in Arkansas
|
Huntington Beach, CA | View Report |
Address Match:17011 Beach Blvd Ste 800 Huntington Beach, CA
|
Long Beach Emerald Court Partners L.P.
Registered in California
|
Huntington Beach, CA | View Report | |
|
Foundation for National Education on Alcoholism and Drug Abuse, Inc.
Registered in California
|
Huntington Beach, CA Palm Springs, CA (1 more) | View Report | |
|
Trilogy Capital, Inc.
Registered in California
|
Huntington Beach, CA Scottsdale, AZ | View Report | |
|
Law Offices of Mark E Lewis & Associates, Pc
Registered in Arizona
|
Costa Mesa, CA Huntington Beach, CA (1 more) | View Report | |
|
Imaging, Imaging, Imaging, Inc.
Registered in California
|
Garden Grove, CA Huntington Beach, CA | View Report | |
|
Tanlyn Media Productions, LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Integrity Enterprises, LLC
Registered in California
|
Huntington Beach, CA (1 more) | View Report | |
|
Nikomika LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Law Offices of Mark E. Lewis & Associates, P.C.
Registered in Colorado
|
Denver, CO Huntington Beach, CA | View Report |
Address Match:17011 Beach Blvd Huntington Beach, CA
|
Aegis Funding Inc
Registered in California
|
Huntington Beach, CA | View Report | |
|
California Life Settlements LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Merced Snf Associates, Lp
Registered in California
|
Huntington Beach, CA | View Report | |
|
School Construction Compliance, LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Thaler Law Pc
Registered in California
|
Huntington Beach, CA | View Report | |
|
The Kenross Group, L.P.
Registered in California
|
Huntington Beach, CA | View Report | |
|
World of Import / Export Trading Corporation
Registered in California
|
Huntington Beach, CA | View Report | |
|
All Star Financial Services, LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Mad Menace Entertainment, LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Thought Chief Inc.
Registered in Wyoming
|
Casper, WY Huntington Beach, CA | View Report | |
|
Cfc Capital Partners Insurance Center, LLC
Registered in Tennessee
|
Huntington Beach, CA Nashville, TN | View Report | |
|
Cfc Capital Partners Insurance Center, LLC
Registered in Idaho
|
Huntington Beach, CA Minneapolis, MN | View Report | |
|
American Office Centers, LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Cost Care Exclusive Provider Network Southern California, Inc.
Registered in California
|
Huntington Beach, CA Beach, CA | View Report | |
|
Financial Help LLC
Registered in California
|
Miami, FL (1 more) | View Report | |
|
Green Faucet, LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Luxwt Community LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Ally Jean Productions, LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
America Marketing Health Care LLC
Registered in California
|
Huntington Beach, CA | View Report | |
|
Imagine Fine Catering, LLC
Registered in California
|
Huntington Beach, CA | View Report |
Person/City Match:Jeff R Motske - Huntington Beach, CA
|
Granite Financial Services Company, Inc.
Registered in California
|
Huntington Beach, CA | View Report |
The following government agencies have contributed data:
Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States