Trilogy Financial Services, Inc.
New Mexico
Registered In
12/31/2008
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 Motske and N/A N/A as the associates.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Foreign Profit Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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Incorp Services Inc.
Registered Agent
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1012 MARQUEZ PL STE 106B, SANTA FE, NM 87505
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Jeff Motske
President
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N/A N/A
Director
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Map & Locations
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17011 BEACH BLVD STE 800, HUNTINGTON BEACH, CA 92647
View Map
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1012 MARQUEZ PL STE 106B, SANTA FE, NM 87505
View Map
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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.
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Sources
The following government agencies have contributed data:
• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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