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.

Registered In
Oregon
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Business Corporation
Status
Active
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Mark P Rosenbaum Registered Agent
150 SW HARRISON ST # 300, PORTLAND, OR 97201
Mark P Rosenbaum President
150 SW HARRISON ST # 300, PORTLAND, OR 97201
Mark P Rosenbaum Secretary
150 SW HARRISON ST # 300, PORTLAND, OR 97201
150 SW HARRISON ST STE 300, PORTLAND, OR 97201 View Map

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).

Mark Rosenbaum
Portland, OR Portland, OR
Rosenbaum Financial
Portland, OR Portland, OR

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.
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Person/City Match:Mark P Rosenbaum - Portland, OR
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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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