Idealist Consulting

Robert E Jordan Jr REGISTRANT	1314 NW 24TH AVE, PORTLAND, OR 97210
Robert E Jordan Jr AUTHORIZED REPRESENTATIVE	1314 NW 24TH AVE, PORTLAND, OR 97210

1314 NW 24TH AVE, PORTLAND, OR 97210 View Map

Form 5500

4076 N Mississippi Ave, Portland, Or 97227 (800) 889-8675 EIN:20-8031753 Plan Admin:Rob Jordan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameIDEALIST CONSULTING RETIREMENT PLAN Plan #001 Participants BOY/EOY32 / 37 Assets BOY/EOY$692,845 / $1,152,266	2023	IDEALIST CONSULTING RETIREMENT PLAN - Plan #001	32 / 37	$692,845 / $1,152,266
2022	Plan NameIDEALIST CONSULTING RETIREMENT PLAN Plan #001 Participants BOY/EOY25 / 32 Assets BOY/EOY$721,309 / $692,845	2022	IDEALIST CONSULTING RETIREMENT PLAN - Plan #001	25 / 32	$721,309 / $692,845
2021	Plan NameIDEALIST CONSULTING RETIREMENT PLAN Plan #001 Participants BOY/EOY24 / 25 Assets BOY/EOY$494,441 / $721,309	2021	IDEALIST CONSULTING RETIREMENT PLAN - Plan #001	24 / 25	$494,441 / $721,309
2020	Plan NameIDEALIST CONSULTING RETIREMENT PLAN Plan #001 Participants BOY/EOY23 / 23 Assets BOY/EOY$329,565 / $494,441	2020	IDEALIST CONSULTING RETIREMENT PLAN - Plan #001	23 / 23	$329,565 / $494,441
2019	Plan NameIDEALIST CONSULTING RETIREMENT PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$209,630 / $329,565	2019	IDEALIST CONSULTING RETIREMENT PLAN - Plan #001	17 / 18	$209,630 / $329,565

Benefit & Retirement Plans based on Form 5500.

PPP Loans

4076 N Mississippi Ave, Portland, Or 97227-1165 Industry:Other Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$259,500 Forgiven$261,441 LenderZions Bank, A Division of Jobs14	04/14/2020	$259,500	$261,441	Zions Bank, A Division of	14

PPP Loans based on Paycheck Protection Program.

Address Match:1314 Nw 24th Ave Portland, OR

Creative Resource Registered in Oregon	Portland, OR		View Report

Related Business Names:

Idealist Consulting Inc. Registered in California	Portland, OR	View Report
Idealist Consulting Inc. Registered in Oregon	Portland, OR	View Report
Idealist Consulting Registered in Missouri	Saint Joseph, MO	View Report
Idealist Consulting of Missouri Registered in Missouri	Saint Joseph, MO	View Report
Idealist Consulting, Inc. Registered in Colorado	Boulder, CO Portland, OR	View Report

Street Match:Nw 24th Ave 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

Company Summary