Root Executives, LLC

Oregon
Registered In
07/05/2016
Incorp. Date

Company Summary

Root Executives, LLC at 10151 SE Sunnyside Rd STE 220, Clackamas, Or 97015 lists Scott Kirkland and Reza Navidi of Clackamas, OR as the associates.

Registered In
Oregon
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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Reza Navidi Registered Agent
10151 SE SUNNYSIDE RD STE 220, CLACKAMAS, OR 97015 (View Past Addresses)
Scott Kirkland Member
10151 SE SUNNYSIDE RD STE 220, CLACKAMAS, OR 97015
Reza Navidi Member
10151 SE SUNNYSIDE RD STE 220, CLACKAMAS, OR 97015 (View Past Addresses)
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10151 SE SUNNYSIDE RD STE 220, CLACKAMAS, OR 97015 View Map
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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).

Root Mortgage
Clackamas, OR Clackamas, OR

Financial Information for Root Executives, LLC

Form 5500

ROOT EXECUTIVES, LLC

10151 SE Sunnyside Rd. - Ste. 220, Clackamas, Or 97015 (503) 208-8220 EIN:81-3138853 Plan Admin:Reza Navidi
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameROOT MORTGAGE 401(K) PLAN Plan #001 Participants BOY/EOY37 / 45 Assets BOY/EOY$932,230 / $1,183,669 2023 ROOT MORTGAGE 401(K) PLAN - Plan #001 37 / 45 $932,230 / $1,183,669
2022 Plan NameROOT MORTGAGE 401(K) PLAN Plan #001 Participants BOY/EOY38 / 37 Assets BOY/EOY$1,022,879 / $932,230 2022 ROOT MORTGAGE 401(K) PLAN - Plan #001 38 / 37 $1,022,879 / $932,230
2021 Plan NameROOT MORTGAGE 401(K) PLAN Plan #001 Participants BOY/EOY20 / 38 Assets BOY/EOY$624,506 / $1,022,879 2021 ROOT MORTGAGE 401(K) PLAN - Plan #001 20 / 38 $624,506 / $1,022,879
2020 Plan NameROOT MORTGAGE 401(K) PLAN Plan #001 Participants BOY/EOY21 / 20 Assets BOY/EOY$225,563 / $38 2020 ROOT MORTGAGE 401(K) PLAN - Plan #001 21 / 20 $225,563 / $38
2019 Plan NameROOT MORTGAGE 401(K) PLAN Plan #001 Participants BOY/EOY0 / 21 Assets BOY/EOY$0 / $225,563 2019 ROOT MORTGAGE 401(K) PLAN - Plan #001 0 / 21 $0 / $225,563
Benefit & Retirement Plans based on Form 5500.
PPP Loans

ROOT EXECUTIVES, LLC

8800 SE Sunnyside Road, Suite 111N, Clackamas, OR 97015 Industry:Real Estate Credit
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$412,700 Forgiven$417,008 LenderLoan Source Incorporated Jobs21 04/15/2020 $412,700 $417,008 Loan Source Incorporated 21
PPP Loans based on Paycheck Protection Program.
Address Match:10151 Se Sunnyside Rd Ste 220 Clackamas, OR
Root Executives, LLC Registered in Washington
Spokane, WA Clackamas, OR View Report
Root Mortgage Registered in Alaska
Clackamas, OR View Report
Root Executives LLC Registered in Alaska
Anchorage, AK Clackamas, OR View Report
Address Match:10151 Se Sunnyside Rd Clackamas, 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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