The Oak Ridge Financial Services Group, Inc.
Arizona
Registered In
12/06/2001
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction
Company Summary
The Oak Ridge Financial Services Group, Inc. in Oro Valley, AZ lists Oak Ridge Acquisition Corp and Lisa Newman of Golden Valley, MN
Overview
Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Minnesota
Search Other Resources
People
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Registered Agents Inc
Registered Agent
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1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755
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Oak Ridge Acquisition Corp
Shareholder
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NOT REQUIRED, NOT REQUIRED XXXXX
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Lisa Newman
President
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701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
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Russell King
Chairman of the Board of Directors
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701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
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Lisa Newman
Vice President
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701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
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Thomas Herstad
Vice President
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701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
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Lisa Newman
Officer
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701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
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Russell King
Director
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701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
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Lisa Newman
Director
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701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
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Lisa Newman
Secretary
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701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
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Map & Locations
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1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755
View Map
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701 XENIA AVE S STE 100, GOLDEN VALLEY, MN 55416
View Map
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Financials
Financial Information for The Oak Ridge Financial Services Group, Inc.
Form 5500
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
701 Xenia Avenue South Suite 100, Golden Valley, Mn 55416 (763) 923-2217 EIN:41-1868775 Plan Admin:Lisa A Newman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 2022 | Plan NameTHE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) Plan #001 Participants BOY/EOY68 / 69 Assets BOY/EOY$4,990,923 / $4,884,019 | 2022 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) - Plan #001 | 68 / 69 | $4,990,923 / $4,884,019 |
| 2021 | Plan NameTHE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) Plan #001 Participants BOY/EOY71 / 72 Assets BOY/EOY$4,107,763 / $4,990,923 | 2021 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) - Plan #001 | 71 / 72 | $4,107,763 / $4,990,923 |
| 2020 | Plan NameTHE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) Plan #001 Participants BOY/EOY77 / 71 Assets BOY/EOY$3,706,547 / $4,107,763 | 2020 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) - Plan #001 | 77 / 71 | $3,706,547 / $4,107,763 |
| 2019 | Plan NameTHE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) Plan #001 Participants BOY/EOY69 / 77 Assets BOY/EOY$2,886,273 / $3,706,547 | 2019 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC 401(K) - Plan #001 | 69 / 77 | $2,886,273 / $3,706,547 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.
701 Xenia Ave, Golden Valley, Mn 55416-1089 Industry:Miscellaneous Financial Investment Activities| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$1,235,200 Forgiven$1,244,574 LenderChoice Financial Group Jobs68 | 04/05/2020 | $1,235,200 | $1,244,574 | Choice Financial Group | 68 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Arizona Corporation Commission • U.S. Department of Labor • U.S. Small Business Administration
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