The Summit Financial Strategies, Inc.
Oregon
Registered In
03/17/2005
Incorp. Date
Company Summary
The Summit Financial Strategies, Inc. in Beaverton, OR lists Brett R Langer and Kimberly Langer of Beaverton, OR
Overview
Registered In
Oregon
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Brett R Langer
Registered Agent
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1905 NW 169TH PL SUITE 201 THE SUMMIT FINANCIAL STRATEGIES, BEAVERTON, OR 97006
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Brett R Langer
President
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1905 NW 169TH PL SUITE 201 THE SUMMIT FINANCIAL STRATEGIES, BEAVERTON, OR 97006
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Kimberly Langer
Secretary
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1905 NW 169TH PL SUITE 201 THE SUMMIT FINANCIAL STRATEGIES, BEAVERTON, OR 97006
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Map & Locations
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1905 NW 169TH PL SUITE 201 THE SUMMIT FINANCIAL STRATEGIES, BEAVERTON, OR 97006
View Map
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Financials
Financial Information for The Summit Financial Strategies, Inc.
Form 5500
THE SUMMIT FINANCIAL STRATEGIES, INC.
1905 NW 169th Place Suite 201, Beaverton, Or 97006 (503) 466-1989 EIN:20-2552020 Plan Admin:Brett Langer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$2,550,002 / $2,369,685 | 2022 | TSFS RETIREMENT PLAN - Plan #001 | 6 / 6 | $2,550,002 / $2,369,685 |
| 2021 | Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 6 Assets BOY/EOY$1,980,071 / $2,550,002 | 2021 | TSFS RETIREMENT PLAN - Plan #001 | 4 / 6 | $1,980,071 / $2,550,002 |
| 2020 | Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,374,064 / $1,980,071 | 2020 | TSFS RETIREMENT PLAN - Plan #001 | 5 / 4 | $1,374,064 / $1,980,071 |
| 2019 | Plan NameTSFS RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$951,133 / $1,374,064 | 2019 | TSFS RETIREMENT PLAN - Plan #001 | 4 / 5 | $951,133 / $1,374,064 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• Oregon Secretary of State • U.S. Department of Labor
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