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.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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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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Showing current associates only (2 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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6580 OAKMONT DR STE B, SANTA ROSA, CA 95409
View Map
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Financials
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.
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Address Match:6580 Oakmont Dr Santa Rosa, CA
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Person/City Match:Jeffrey A Moss - San Rafael, CA
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Sources
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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