Kareo, Inc.

West Virginia
Registered In
03/03/2021
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Kareo, Inc. at 1111 Bayside Dr STE 100, Corona Del Mar, Ca 92625 lists Daniel Rodrigues and Perry Wallack of Corona Del Mar, CA as associates.

Overview

Registered In
West Virginia
Incorporation Date
Company Type
C | Corporation
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
California
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People

Daniel Rodrigues President
1111 BAYSIDE DR STE 150, CORONA DEL MAR, CA 92625 (View Past Addresses)
Perry Wallack Director
1111 BAYSIDE DR STE 150, CORONA DEL MAR, CA 92625 (View Past Addresses)
Dave Cozzens Director
1111 BAYSIDE DR STE 150, CORONA DEL MAR, CA 92625 (View Past Addresses)
Dave Roth Treasurer
1111 BAYSIDE DR STE 150, CORONA DEL MAR, CA 92625 (View Past Addresses)
Robert Reid
3353 MICHELSON DR STE 400, IRVINE, CA 92612

Map & Locations

1111 BAYSIDE DR STE 100, CORONA DEL MAR, CA 92625 View Map
3500 S DUPONT HWY, DOVER, DE 19901 View Map
1111 BAYSIDE DR STE 150, CORONA DEL MAR, CA 92625 (Mailing) View Map
Showing current addresses only (3 of 4 total addresses). Create a free account to see the full address history

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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Sources

The following government agencies have contributed data:

• West Virginia Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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