The Oak Ridge Financial Services Group, Inc.
New Mexico
Registered In
02/12/2007
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction
Company Summary
The Oak Ridge Financial Services Group, Inc. at 701 Xenia Ave S # 100, Golden Valley, Mn 55416 lists Lisa Newman and Kael Brown as associates.
Overview
Registered In
New Mexico
Incorporation Date
Company Type
Foreign Profit Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Minnesota
Search Other Resources
People
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C T Corporation System
Registered Agent
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206 S CORONADO AVE, ESPANOLA, NM 87532
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Lisa Newman
Chief Financial Officer
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Kael Brown
Vice President
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Russell King
Director
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Thomas Herstad
Chief Compliance Officer
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Map & Locations
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701 XENIA AVE S # 100, GOLDEN VALLEY, MN 55416
View Map
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206 S CORONADO AVE, ESPANOLA, NM 87532
View Map
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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:
• New Mexico Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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