Kareo, Inc.

Incorporating Services, Ltd. Registered Agent	8130 SW BEAVERTON-HILLSDALE HWY, PORTLAND, OR 97225 (Mailing)
Dan Rodrigues President	3353 MICHELSON DR STE 400, IRVINE, CA 92612
Dave Roth Secretary	3353 MICHELSON DR STE 400, IRVINE, CA 92612

3353 MICHELSON DR STE 400, IRVINE, CA 92612 (Mailing) View Map

Form 5500

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

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.

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 New Mexico	Irvine, CA Santa Fe, NM	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 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 Dr Irvine, CA

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Adp Marshall Contractors, Inc. Registered in Alabama	Irvine, CA Montgomery, AL	View Report
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Address Match:3353 Michelson Dr Ste 400 Irvine, CA

Tebra Technologies, Inc. Registered in Ohio	Irvine, CA Marion, OH (1 more)	View Report
Tebra Technologies, Inc. Registered in Florida	Corona Del Mar, CA Irvine, CA	View Report
Tebra Technologies, Inc. Registered in Washington	Corona Dl Mar, CA Irvine, CA	View Report
Tebra Technologies, Inc. Registered in California	Corona Del Mar, CA Irvine, CA	View Report
Tebra Technologies, Inc. Registered in Connecticut	Corona Del Mar, CA Irvine, CA	View Report
Tebra Technologies, Inc. Registered in Colorado	Corona Del Mar, CA Denver, CO (1 more)	View Report

Person/City Match:Dan Rodrigues - Irvine, CA

Patientlyspeaking LLC Registered in California	Irvine, CA Sacramento, CA (1 more)	View Report
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Ecco Office LLC Registered in Nevada	Irvine, CA Las Vegas, NV	View Report
Prime Managed Billing LLC Registered in Texas	Irvine, CA	View Report
Kareo Managed Billing LLC Registered in Florida	Irvine, CA	View Report
Kareo Managed Billing LLC Registered in Nevada	Irvine, CA	View Report

Person/City Match:Dave Roth - Irvine, CA

Doctorbase, Inc. Registered in California	Corona Del Mar, CA Irvine, CA		View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary