Sageview Advisory Group, Inc
Utah
Registered In
10/22/2020
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Sageview Advisory Group, Inc at 4000 Macarthur Blvd STE 1050, Newport Beach, Ca 92660 lists Jonathan Upham of Park City, UT.
Overview
Registered In
Utah
Incorporation Date
Company Type
Corporation - Foreign - Profit
Status
Expired - Failure to File Renewal
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
|
Jonathan Upham
Registered Agent
|
1389 CENTER DR STE 200, PARK CITY, UT 84098
|
Map & Locations
|
4000 MACARTHUR BLVD STE 1050, NEWPORT BEACH, CA 92660
View Map
|
Financials
Financial Information for Sageview Advisory Group, Inc
Form 5500
SAGEVIEW ADVISORY GROUP, INC.
4000 Macarthur Blvd, Suite 1050, Newport Beach, Ca 92660 (949) 955-5787 EIN:51-0492818 Plan Admin:Mark Hendrickson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2020 | Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY126 / 128 Assets BOY/EOY$22,258,453 / $27,464,346 | 2020 | SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001 | 126 / 128 | $22,258,453 / $27,464,346 |
| 2020 | Plan NameSAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY57 / 58 Assets BOY/EOY$3,210,988 / $4,311,856 | 2020 | SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN - Plan #002 | 57 / 58 | $3,210,988 / $4,311,856 |
| 2019 | Plan NameSAGEVIEW ADVISORY GROUP 401(K)PLAN Plan #001 Participants BOY/EOY127 / 126 Assets BOY/EOY$16,489,120 / $22,258,453 | 2019 | SAGEVIEW ADVISORY GROUP 401(K)PLAN - Plan #001 | 127 / 126 | $16,489,120 / $22,258,453 |
| 2019 | Plan NameSAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY52 / 57 Assets BOY/EOY$1,950,549 / $3,210,988 | 2019 | SAGEVIEW ADVISORY GROUP, INC. CASH BALANCE PLAN - Plan #002 | 52 / 57 | $1,950,549 / $3,210,988 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SAGEVIEW ADVISORY GROUP, INC.
1920 Main ST STE 800, Irvine, Ca 92614-7227| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$1,790,143 Forgiven$1,832,076 LenderSunwest Bank Jobs94 | 04/27/2020 | $1,790,143 | $1,832,076 | Sunwest Bank | 94 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
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Address Match:4000 Macarthur Blvd Ste 1050 Newport Beach, CA
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Sources
The following government agencies have contributed data:
• Utah Division of Corporations and Commercial Code • U.S. Department of Labor • U.S. Small Business Administration
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