Trilogy Financial Services, Inc.

Huntington Beach, CA

North Dakota

Registered In

08/09/2004

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Trilogy Financial Services, Inc. in Huntington Beach, CA was registered on 08/09/2004. It is listed at 2601 Main Street 100, Irvine, Ca 92614.

Overview

Registered In

North Dakota

Incorporation Date

08/09/2004

Company Type

Corporation - Business - Foreign

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

California

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People

Incorp Services, Inc. Registered Agent

4501 COLEMAN ST STE 102, BISMARCK, ND 58503

Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history

Map & Locations

2601 MAIN STREET 100, IRVINE, CA 92614 View Map
2601 MAIN ST STE 100, IRVINE, CA 92614 (Mailing) View Map

Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history

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.

Linked Companies

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 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 Colorado	Denver, CO Huntington Beach, CA (1 more)	View Report
Trilogy Financial Services, Inc. Registered in Arkansas	Huntington Beach, CA	View Report

Address Match:2601 Main St Ste 100 Irvine, CA

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Sources

The following government agencies have contributed data:

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