Oakmont Financial Group, LLC
California
Registered In
08/07/2006
Incorp. Date
Company Summary
Oakmont Financial Group, LLC at 6580 Oakmont Dr STE B, Santa Rosa, Ca 95409 lists Scott Harris of Santa Rosa, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Jeffrey A. Moss
Individual Agent
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35 MITCHELL BLVD STE 6, SAN RAFAEL, CA 94903
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Scott Harris
Manager
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6580 OAKMONT DR STE B, SANTA ROSA, CA 95409
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6580 OAKMONT DR STE B, SANTA ROSA, CA 95409
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Financial Information for Oakmont Financial Group, LLC
Form 5500
OAKMONT FINANCIAL GROUP LLC
6580 Oakmont Drive Suite B, Santa Rosa, Ca 95409 (707) 539-5980 EIN:41-2211623| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameOAKMONT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 2 Assets BOY/EOY$263,817 / $19,484 | 2022 | OAKMONT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 | 5 / 2 | $263,817 / $19,484 |
| 2022 | Plan NameOAKMONT FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 0 Assets BOY/EOY$128,975 / $0 | 2022 | OAKMONT FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 | 4 / 0 | $128,975 / $0 |
| 2021 | Plan NameOAKMONT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$364,651 / $263,817 | 2021 | OAKMONT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $364,651 / $263,817 |
| 2021 | Plan NameOAKMONT FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$115,668 / $128,975 | 2021 | OAKMONT FINANCIAL GROUP LLC CASH BALANCE PENSION PLAN - Plan #002 | 4 / 4 | $115,668 / $128,975 |
| 2020 | Plan NameOAKMONT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$458,819 / $364,651 | 2020 | OAKMONT FINANCIAL GROUP LLC 401K PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $458,819 / $364,651 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
OAKMONT FINANCIAL GROUP, LLC
6580 OAKMONT DR. Suite B, SANTA ROSA, CA 95409-5917 Industry:Offices of Other Holding Companies| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/09/2020 | Approved$53,000 Forgiven$53,682 LenderPoppy Bank Jobs4 | 04/09/2020 | $53,000 | $53,682 | Poppy Bank | 4 |
PPP Loans based on Paycheck Protection Program.
Address Match:6580 Oakmont Dr Santa Rosa, CA
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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