Rose Street Advisors, LLC

Ohio
Registered In
08/27/2010
Incorp. Date
Foreign
Registration Type
Michigan
Foreign Jurisdiction

Company Summary

Rose Street Advisors, LLC at 244 N Rose St, Kalamzaoo, Mi 49007 lists Thomas Doll of Mason, OH.

Registered In
Ohio
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Michigan
Company Type
Foreign Limited Liability Company
Status
A
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Thomas Doll Registered Agent
5225 OVERLOOK DR, MASON, OH 45040
244 N ROSE ST, KALAMZAOO, MI 49007 View Map

Financial Information for Rose Street Advisors, LLC

Form 5500

ROSE STREET ADVISORS, LLC

244 North Rose Street, Kalamazoo, Mi 49007 (269) 552-3200 EIN:27-2344362 Plan Admin:Terri Lahr
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN Plan #001 Participants BOY/EOY40 / 42 Assets BOY/EOY$5,806,089 / $7,339,130 2023 ROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN - Plan #001 40 / 42 $5,806,089 / $7,339,130
2022 Plan NameROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN Plan #001 Participants BOY/EOY47 / 40 Assets BOY/EOY$7,837,697 / $5,806,089 2022 ROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN - Plan #001 47 / 40 $7,837,697 / $5,806,089
2021 Plan NameROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN Plan #001 Participants BOY/EOY43 / 47 Assets BOY/EOY$5,802,929 / $7,837,697 2021 ROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN - Plan #001 43 / 47 $5,802,929 / $7,837,697
2020 Plan NameROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN Plan #001 Participants BOY/EOY42 / 43 Assets BOY/EOY$4,473,781 / $5,802,929 2020 ROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN - Plan #001 42 / 43 $4,473,781 / $5,802,929
2019 Plan NameROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN Plan #001 Participants BOY/EOY35 / 40 Assets BOY/EOY$4,584,151 / $4,473,781 2019 ROSE STREET ADVISORS, LLC RETIREMENT AND SAVINGS PLAN - Plan #001 35 / 40 $4,584,151 / $4,473,781
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ROSE STREET ADVISORS, LLC

244 N Rose St, Kalamazoo, Mi 49007-3824 Industry:Insurance Agencies and Brokerages
Loan Date Approved Forgiven Lender Jobs
04/06/2020 Approved$566,000 Forgiven$570,435 LenderFirst National Bank of Michigan Jobs34 04/06/2020 $566,000 $570,435 First National Bank of Michigan 34
PPP Loans based on Paycheck Protection Program.
Related Business Names:
Rose Street Advisors, LLC Registered in Michigan
Kalamazoo, MI View Report
Person/City Match:Thomas Doll - Mason, OH
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City Match:Kalamzaoo, MI
Hurley & Stewart, LLC Registered in Ohio
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The following government agencies have contributed data:

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