Kareo, Inc.

Irvine, CA

New Mexico

Registered In

01/06/2021

Incorp. Date

Foreign

Registration Type

California

Foreign Jurisdiction

Company Summary

Kareo, Inc. at 3353 Michelson STE 400, Irvine, Ca 92612 lists Daniel Rodrigues and Dave Justus as associates.

Overview

Registered In

New Mexico

Incorporation Date

01/06/2021

Company Type

Foreign Profit Corporation

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

California

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People

Isl, Inc. Registered Agent	1012 MARQUEZ PL STE 106B, SANTA FE, NM 87505
Daniel Rodrigues CEO
Dave Justus Chief Financial Officer
Dave Roth Treasurer
Dave Cozzens Director
Perry Wallack Director
Rob Reid Director
Jim Lim Director
Scott Maxwell Director
Travis Kalanick Director

Map & Locations

3353 MICHELSON STE 400, IRVINE, CA 92612 View Map

Financials

Financial Information for Kareo, Inc.

Form 5500

KAREO, INC.

3353 Michelson, Suite 400, Irvine, Ca 92612 (949) 856-7225 EIN:20-0739220 Plan Admin:Amanda Piwonka

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameKAREO, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY357 / 0 Assets BOY/EOY$0 / $0	2022	KAREO, INC. HEALTH AND WELFARE PLAN - Plan #501	357 / 0	$0 / $0
2021	Plan NameKAREO, INC. 401(K) PLAN Plan #002 Participants BOY/EOY454 / 518 Assets BOY/EOY$11,502,653 / $14,686,041	2021	KAREO, INC. 401(K) PLAN - Plan #002	454 / 518	$11,502,653 / $14,686,041
2021	Plan NameKAREO, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY305 / 0 Assets BOY/EOY$0 / $0	2021	KAREO, INC. HEALTH AND WELFARE PLAN - Plan #501	305 / 0	$0 / $0
2020	Plan NameKAREO, INC. 401(K) PLAN Plan #002 Participants BOY/EOY553 / 454 Assets BOY/EOY$9,322,135 / $11,502,653	2020	KAREO, INC. 401(K) PLAN - Plan #002	553 / 454	$9,322,135 / $11,502,653
2020	Plan NameKAREO, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY282 / 0 Assets BOY/EOY$0 / $0	2020	KAREO, INC. HEALTH AND WELFARE PLAN - Plan #501	282 / 0	$0 / $0
2019	Plan NameKAREO, INC. 401(K) PLAN Plan #002 Participants BOY/EOY593 / 553 Assets BOY/EOY$5,974,867 / $9,322,135	2019	KAREO, INC. 401(K) PLAN - Plan #002	593 / 553	$5,974,867 / $9,322,135
2019	Plan NameKAREO, INC. HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY425 / 0 Assets BOY/EOY$0 / $0	2019	KAREO, INC. HEALTH AND WELFARE PLAN - Plan #501	425 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

KAREO INC.

Attn Accounting Finance Dept 3353 Michelson, Irvine, CA 92612

Loan Date	Approved	Forgiven	Lender	Jobs
04/11/2020	Approved$4,811,300 Forgiven$4,859,547 LenderFirst-Citizens Bank & Trust Company Jobs265	04/11/2020	$4,811,300	$4,859,547	First-Citizens Bank & Trust Company	265

PPP Loans based on Paycheck Protection Program.

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Address Match:3353 Michelson Ste 400 Irvine, CA

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Related Business Names:

Kareo, Inc Registered in Rhode Island	Irvine, CA (1 more)	View Report
Kareo, Inc. Registered in West Virginia	Corona Del Mar, CA Dover, DE (1 more)	View Report
Kareo, Inc. Registered in Tennessee	Irvine, CA Nashville, TN	View Report
Kareo, Inc. Registered in Arizona	Irvine, CA Phoenix, AZ	View Report
Kareo, Inc. Registered in Oregon	Irvine, CA	View Report
Kareo, Inc. Registered in Utah	Corona Del Mar, CA Midvale, UT (1 more)	View Report
Kareo, Inc. Registered in Montana	Corona Del Mar, CA Helena, MT	View Report
Kareo, Inc. Registered in Georgia	Irvine, CA	View Report
Kareo, Inc Registered in Utah	Irvine, CA Midvale, UT	View Report
Kareo, Inc. Registered in Texas	Irvine, CA	View Report

Address Match:3353 Michelson Irvine, CA

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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