The Oak Ridge Financial Services Group, Inc.
New York
New York
Registered In
12/11/2006
Incorp. Date
Foreign
Registration Type
Minnesota
Foreign Jurisdiction
Company Summary
The Oak Ridge Financial Services Group, Inc. at Kings County lists The Oak Ridge Financial Services Group, Inc. and Marc Kozberg of Golden Valley, MN.
Overview
Registered In
New York
Incorporation Date
Company Type
Foreign Business Corporation
Status
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Minnesota
Search Other Resources
People
|
The Oak Ridge Financial Services Group, Inc.
Location
|
701 XENIA AVE SO STE 100, GOLDEN VALLEY, MN 55416
|
|
|
The Oak Ridge Financial Services Group, Inc.
DOS Process
|
701 XENIA AVE SO STE 100, GOLDEN VALLEY, MN 55416
|
|
|
Marc Kozberg
CEO
|
MARC KOZBERG STE 100, GOLDEN VALLEY, MN 55416
(View Past Addresses)
|
Map & Locations
|
Kings County
View Map
|
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.
Linked Companies
Person/City Match:Marc Kozberg - Golden Valley, MN
|
The Oak Ridge Financial Services Group, Inc.
Registered in Missouri
|
Clayton, MO Golden Valley, MN | View Report | |
|
The Oak Ridge Financial Services Group, Inc.
Registered in Texas
|
Dallas, TX | View Report | |
|
Oak Ridge Advisors, Inc.
Registered in Minnesota
|
Golden Valley, MN | View Report | |
|
Oak Ridge Holding Corporation
Registered in Minnesota
|
Golden Valley, MN | View Report |
Related Business Names:
|
The Oak Ridge Financial Services Group, Inc.
Registered in Michigan
|
Golden Valley, MN | View Report | |
|
The Oak Ridge Financial Services Group, Inc.
Registered in Florida
|
Golden Valley, MN | View Report | |
|
The Oak Ridge Financial Services Group, Inc.
Registered in Arizona
|
Golden Valley, MN Oro Valley, AZ | View Report | |
|
The Oak Ridge Financial Services Group, Inc.
Registered in New Mexico
|
Espanola, NM Golden Valley, MN | View Report | |
|
The Oak Ridge Financial Services Group, Inc.
Registered in Minnesota
|
Golden Valley, MN | View Report | |
|
The Oak Ridge Financial Services Group, Inc
Registered in Montana
|
Golden Valley, MN Missoula, MT | View Report | |
|
The Oak Ridge Financial Services Group, Inc.
Registered in Montana
|
Golden Valley, MN Missoula, MT | View Report | |
|
The Oak Ridge Financial Services Group, Inc.
Registered in California
|
Golden Valley, MN Los Angeles, CA (2 more) | View Report |
Sources
The following government agencies have contributed data:
• New York Department 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