The Essential Planning Group, Inc.
Oregon
Registered In
04/30/1993
Incorp. Date
Company Summary
The Essential Planning Group, Inc. at 8955 SW Commercial St, Tigard, Or 97223 lists Craig R Martin and Valerie Martin of Tigard, OR as the associates.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Craig R Martin
Registered Agent
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8955 SW COMMERCIAL ST, TIGARD, OR 97223
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Craig R Martin
President
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8955 SW COMMERCIAL ST, TIGARD, OR 97223
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Valerie Martin
Secretary
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8955 SW COMMERCIAL ST, TIGARD, OR 97223
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8955 SW COMMERCIAL ST, TIGARD, OR 97223
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).
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American Funeral & Cemetery Trust Services
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Tigard, OR | ||
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American Prepaid Cremation Service
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Tigard, OR | ||
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California Master Trust
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Tigard, OR | ||
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National Cemetery Endowment Care Trust Services
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Tigard, OR | ||
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Neptune Scattering Services
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Beaverton, OR | ||
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The Essential Planning Group
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Beaverton, OR | ||
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Trust Administrative Services (Tas)
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Tigard, OR | ||
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Trust Services
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Tigard, OR | ||
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Worldwide Travel Protection Plan
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Tigard, OR |
Financial Information for The Essential Planning Group, Inc.
Form 5500
THE ESSENTIAL PLANNING GROUP, INC
8955 SW Commercial Street, Tigard, Or 97223 (503) 624-6700 EIN:93-1111326 Plan Admin:Craig Martin| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY16 / 18 Assets BOY/EOY$1,432,826 / $1,359,951 | 2022 | THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 16 / 18 | $1,432,826 / $1,359,951 |
| 2021 | Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,158,524 / $1,432,826 | 2021 | THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 17 / 16 | $1,158,524 / $1,432,826 |
| 2020 | Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY15 / 17 Assets BOY/EOY$961,169 / $1,158,524 | 2020 | THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 15 / 17 | $961,169 / $1,158,524 |
| 2019 | Plan NameTHE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY18 / 16 Assets BOY/EOY$1,197,218 / $961,169 | 2019 | THE ESSENTIAL PLANNING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #002 | 18 / 16 | $1,197,218 / $961,169 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THE ESSENTIAL PLANNING GROUP, INC.
8955 Southwest Commercial Street, Tigard, OR 97223 Industry:Funeral Homes and Funeral Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$155,397 Forgiven$156,802 LenderCross River Bank Jobs10 | 05/01/2020 | $155,397 | $156,802 | Cross River Bank | 10 |
PPP Loans based on Paycheck Protection Program.
Address Match:8955 Sw Commercial St Tigard, OR
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The Essential Planning Group, Inc.
Registered in Ohio
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Tigard, OR Upper Arlington, OH (1 more) | View Report | |
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King Elaine Holdings, LLC
Registered in Oregon
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Tigard, OR | View Report | |
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The Essential Planning Group, Inc.
Registered in Florida
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Tigard, OR | View Report | |
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The Essential Planning Group, Inc.
Registered in Alabama
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Montgomery, AL Tigard, OR | View Report | |
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Hmc Management Inc.
Registered in Oregon
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Tigard, OR | View Report | |
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Quest Schools, Inc.
Registered in Oregon
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Tigard, OR | View Report | |
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Romanian Christian Tabernacle
Registered in Oregon
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Beaverton, OR Tigard, OR | View Report | |
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The Essential Planning Group, Inc.
Registered in Florida
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Tigard, OR | View Report | |
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The Essential Planning Group, Inc.
Registered in California
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Tigard, OR | View Report | |
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The Essential Planning Group, Inc.
Registered in New Mexico
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Tigard, OR | View Report | |
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American Funeral & Cemetery Trust Services (Afcts)
Registered in New Hampshire
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Tigard, OR | View Report | |
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The Essential Planning Group, Inc.
Registered in Colorado
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Tigard, OR | View Report |
Related Business Names:
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The Essential Planning Group, Inc.
Registered in California
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Tigard, OR | View Report | |
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The Essential Planning Group, Inc.
Registered in Washington
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Portland, OR | View Report |
Person/City Match:Craig R Martin - Tigard, OR
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The Essential Pg, Inc.
Registered in Texas
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Beaverton, OR Tigard, OR | View Report |
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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