Rosenbaum Financial, Inc.
Oregon
Registered In
08/29/2002
Incorp. Date
Company Summary
Rosenbaum Financial, Inc. at 150 SW Harrison ST STE 300, Portland, Or 97201 lists Mark P Rosenbaum of Portland, OR as the associate.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Mark P Rosenbaum
Registered Agent
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150 SW HARRISON ST # 300, PORTLAND, OR 97201
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Mark P Rosenbaum
President
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150 SW HARRISON ST # 300, PORTLAND, OR 97201
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Mark P Rosenbaum
Secretary
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150 SW HARRISON ST # 300, PORTLAND, OR 97201
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Map & Locations
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150 SW HARRISON ST STE 300, PORTLAND, OR 97201
View Map
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Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Mark Rosenbaum
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Portland, OR Portland, OR | ||
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Rosenbaum Financial
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Portland, OR Portland, OR |
Financials
Financial Information for Rosenbaum Financial, Inc.
Form 5500
ROSENBAUM FINANCIAL, INC.
150 SW Harrison St. Suite 300, Portland, Or 97201 (503) 352-1300 EIN:93-0894343 Plan Admin:Mark Rosenbaum| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY10 / 7 Assets BOY/EOY$492,027 / $372,364 | 2022 | ROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 10 / 7 | $492,027 / $372,364 |
| 2021 | Plan NameROSENBAUM FINANCIAL DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY7 / 7 Assets BOY/EOY$292,000 / $592,989 | 2021 | ROSENBAUM FINANCIAL DEFINED BENEFIT PENSION PLAN - Plan #002 | 7 / 7 | $292,000 / $592,989 |
| 2021 | Plan NameROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY13 / 10 Assets BOY/EOY$414,337 / $492,027 | 2021 | ROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 13 / 10 | $414,337 / $492,027 |
| 2020 | Plan NameROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 12 Assets BOY/EOY$420,020 / $414,337 | 2020 | ROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 15 / 12 | $420,020 / $414,337 |
| 2019 | Plan NameROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$357,217 / $420,020 | 2019 | ROSENBAUM FINANCIAL 401(K) PROFIT SHARING PLAN - Plan #001 | 15 / 15 | $357,217 / $420,020 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ROSENBAUM FINANCIAL, INC.
150 Harrison ST Sw, Portland, Or 97201 Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$110,000 Forgiven$110,661 LenderU.S. Bank, National Association Jobs9 | 05/01/2020 | $110,000 | $110,661 | U.S. Bank, National Association | 9 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Davis & Rosenbaum Financial Services, Inc.
Registered in New York
|
Bronx, NY | View Report |
Address Match:150 Sw Harrison St Portland, OR
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Harrison & First, LLC
Registered in Oregon
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Portland, OR | View Report | |
|
Portland Metropolitan Association of Realtors
Registered in Oregon
|
Portland, OR | View Report | |
|
Q-Forms, Inc.
Registered in Oregon
|
Portland, OR | View Report | |
|
Querin Law, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Surround Architecture, Inc.
Registered in Washington
|
Portland, OR | View Report | |
|
Hokeo, Inc.
Registered in Oregon
|
Portland, OR | View Report | |
|
Jc Fishman, LLC
Registered in Oregon
|
Portland, OR | View Report | |
|
Tj Reno Properties, LLC
Registered in Oregon
|
Portland, OR Rathdrum, ID | View Report | |
|
Zero Waste Alliance
Registered in Oregon
|
Portland, OR | View Report |
Person/City Match:Mark P Rosenbaum - Portland, OR
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Knight Park LLC
Registered in Oregon
|
Portland, OR | View Report |
Sources
The following government agencies have contributed data:
• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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