Independent Retirement Consulting, LLC
California
Registered In
11/02/2021
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction
Company Summary
Independent Retirement Consulting, LLC at 17 Serna, Rancho Santa Margarita, Ca 92688 lists Linda Burnside-Patrick and Eric Burnside of Portland, OR.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Search Other Resources
People
|
Lisa Rumbaugh
Individual Agent
|
17 SERNA, RANCHO SANTA MARGARITA, CA 92688
|
|
|
Linda Burnside-Patrick
CEO
|
6500 S MACADAM AVE STE 100, PORTLAND, OR 97239
|
|
|
Linda Burnside-Patrick
Manager
|
6500 S MACADAM AVE STE 100, PORTLAND, OR 97239
|
|
|
Eric Burnside
Manager
|
6500 S MACADAM AVE STE 100, PORTLAND, OR 97239
|
Map & Locations
|
17 SERNA, RANCHO SANTA MARGARITA, CA 92688
View Map
|
|
|
6500 S MACADAM AVE STE 100, PORTLAND, OR 97239
View Map
|
Financials
Financial Information for Independent Retirement Consulting, LLC
Form 5500
INDEPENDENT RETIREMENT CONSULTING, LLC
6500 SW Macadam Avenue, Suite 185, Portland, Or 97239 (503) 303-8590 EIN:90-0451904 Plan Admin:Linda Burnside| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameINDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$829,774 / $835,074 | 2022 | INDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN - Plan #001 | 14 / 13 | $829,774 / $835,074 |
| 2021 | Plan NameINDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$565,073 / $829,774 | 2021 | INDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN - Plan #001 | 13 / 14 | $565,073 / $829,774 |
| 2020 | Plan NameINDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY14 / 13 Assets BOY/EOY$506,717 / $565,073 | 2020 | INDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN - Plan #001 | 14 / 13 | $506,717 / $565,073 |
| 2019 | Plan NameINDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY13 / 14 Assets BOY/EOY$390,395 / $506,717 | 2019 | INDEPENDENT RETIREMENT CONSULTING, LLC 401(K) RETIREMENT PLAN - Plan #001 | 13 / 14 | $390,395 / $506,717 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
INDEPENDENT RETIREMENT CONSULTING LLC
6500 S Macadam Ave Ste 100, Portland, OR 97239-3566| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 01/30/2021 | Approved$149,900 Forgiven$151,010 LenderJPMorgan Chase Bank, National Association Jobs10 | 01/30/2021 | $149,900 | $151,010 | JPMorgan Chase Bank, National Association | 10 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Independent Retirement Consulting, LLC
Registered in Washington
|
Portland, OR | View Report | |
|
Independent Retirement Consulting, LLC
Registered in Oregon
|
Portland, OR | View Report |
Address Match:17 Serna Rancho Santa Margarita, CA
|
Ho'ala Foundation for Education
Registered in California
|
Murrietta, CA Napa, CA (1 more) | View Report |
Address Match:6500 S Macadam Ave Portland, OR
|
Tricor Print Communications, Inc.
Registered in Ohio
|
North Canton, OH Portland, OR | View Report | |
|
Alexander Investors' Services, LTD.
Registered in Oregon
|
Beaverton, OR Portland, OR | View Report | |
|
Apcm Development Limited Partnership
Registered in Oregon
|
Portland, OR | View Report | |
|
Breast Cancer Freeze Foundation
Registered in Oregon
|
Beaverton, OR Portland, OR | View Report | |
|
Cedar Flats Cabin, LLC
Registered in Washington
|
Vancouver, WA Portland, OR | View Report | |
|
Copeland Law, Pc
Registered in Oregon
|
Portland, OR | View Report | |
|
Huegli Law, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Kor Financial Group, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Law Offices of Nay & Friedenberg LLC
Registered in Oregon
|
Lake Oswego, OR Portland, OR | View Report | |
|
Matthys Family Law LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Pulsar, Inc.
Registered in Oregon
|
Beaverton, OR Portland, OR | View Report | |
|
Thompsen Properties, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Tricor Print Communications, Inc.
Registered in Washington
|
Portland, OR | View Report | |
|
Tricor Print Communications, Inc.
Registered in Oregon
|
Portland, OR | View Report |
Person/City Match:Lisa Rumbaugh - Rancho Santa Margarita, CA
|
Mercy House Living Centers
Registered in Arizona
|
Mesa, AZ Santa Ana, CA (1 more) | View Report | |
|
Oceanscape Design Inc.
Registered in California
|
Irvine, CA Windsor, CA (1 more) | View Report |
Person/City Match:Eric Burnside - Portland, OR
|
Acme Capital, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Mint Hill Clothing
Registered in Oregon
|
Clackamas, OR Portland, OR | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States