The Essential Planning Group, Inc.

Tigard, OR

Colorado

Registered In

02/11/2010

Incorp. Date

Foreign

Registration Type

Oregon

Foreign Jurisdiction

Company Summary

The Essential Planning Group, Inc. in Tigard, OR was registered on 02/11/2010. It is listed at 8955 SW Commercial St, Tigard, Or 97223.

8955 SW COMMERCIAL ST, TIGARD, OR 97223 View Map

Form 5500

8955 SW Commercial Street, Tigard, Or 97223 (503) 624-6700 EIN:93-1111326 Plan Admin:Craig Martin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY16 / 18 Assets BOY/EOY$1,432,826 / $1,359,951	2022	THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002	16 / 18	$1,432,826 / $1,359,951
2021	Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,158,524 / $1,432,826	2021	THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002	17 / 16	$1,158,524 / $1,432,826
2020	Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY15 / 17 Assets BOY/EOY$961,169 / $1,158,524	2020	THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002	15 / 17	$961,169 / $1,158,524
2019	Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,197,218 / $961,169	2019	THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002	18 / 16	$1,197,218 / $961,169

Benefit & Retirement Plans based on Form 5500.

PPP Loans

8955 Southwest Commercial Street, Tigard, OR 97223 Industry:Funeral Homes and Funeral Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$155,397 Forgiven$156,802 LenderCross River Bank Jobs10	05/01/2020	$155,397	$156,802	Cross River Bank	10

PPP Loans based on Paycheck Protection Program.

Address Match:8955 Sw Commercial St Tigard, OR

The Essential Planning Group, Inc. Registered in Ohio	Tigard, OR Upper Arlington, OH (1 more)	View Report
King Elaine Holdings, LLC Registered in Oregon	Tigard, OR	View Report
The Essential Planning Group, Inc. Registered in Florida	Tigard, OR	View Report
The Essential Planning Group, Inc. Registered in Oregon	Tigard, OR	View Report
The Essential Planning Group, Inc. Registered in Alabama	Montgomery, AL Tigard, OR	View Report
Hmc Management Inc. Registered in Oregon	Tigard, OR	View Report
Quest Schools, Inc. Registered in Oregon	Tigard, OR	View Report
Romanian Christian Tabernacle Registered in Oregon	Beaverton, OR Tigard, OR	View Report
The Essential Planning Group, Inc. Registered in Florida	Tigard, OR	View Report
The Essential Planning Group, Inc. Registered in California	Tigard, OR	View Report
The Essential Planning Group, Inc. Registered in New Mexico	Tigard, OR	View Report
American Funeral & Cemetery Trust Services (Afcts) Registered in New Hampshire	Tigard, OR	View Report

Related Business Names:

The Essential Planning Group, Inc. Registered in California	Tigard, OR		View Report
The Essential Planning Group, Inc. Registered in Washington	Portland, OR		View Report

The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor U.S. Small Business Administration

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