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
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People

Registered Agents Inc Registered Agent
1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755
Oak Ridge Acquisition Corp Shareholder
NOT REQUIRED, NOT REQUIRED XXXXX
Lisa Newman President
701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
Russell King Chairman of the Board of Directors
701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
Lisa Newman Vice President
701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
Thomas Herstad Vice President
701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
Lisa Newman Officer
701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
Russell King Director
701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
Lisa Newman Director
701 XENIA AVE SO # 100, GOLDEN VALLEY, MN 55416
Lisa Newman Secretary
701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.

Map & Locations

1846 E INNOVATION PARK DR STE 100, ORO VALLEY, AZ 85755 View Map
701 XENIA AVE S STE 100, GOLDEN VALLEY, MN 55416 View Map

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
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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