Strategic Financial Partners, LTD

Lake Oswego, OR

Oregon

Registered In

09/11/2008

Incorp. Date

Company Summary

Strategic Financial Partners, LTD at 300 Oswego Pointe Dr STE 103, Lake Oswego, Or 97034 lists Grant Carroll and Rich Williams of Lake Oswego, OR.

Grant Carroll Registered Agent	300 OSWEGO POINTE DR STE 103, LAKE OSWEGO, OR 97034
Grant Carroll President	300 OSWEGO POINTE DR STE 103, LAKE OSWEGO, OR 97034
Rich Williams Secretary	300 OSWEGO POINTE DR STE 103, LAKE OSWEGO, OR 97034

300 OSWEGO POINTE DR STE 103, LAKE OSWEGO, OR 97034 View Map

Form 5500

300 Oswego Pointe Drive, Suite 103, Lake Oswego, Or 97034 (503) 467-7832 EIN:26-3247426 Plan Admin:Grant Carroll

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSTRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,116,441 / $1,014,219	2022	STRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$1,116,441 / $1,014,219
2021	Plan NameSTRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$825,612 / $1,116,441	2021	STRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$825,612 / $1,116,441
2020	Plan NameSTRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$687,558 / $825,612	2020	STRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$687,558 / $825,612
2019	Plan NameSTRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$495,196 / $687,558	2019	STRATEGIC FINANCIAL PARTNERS, LTD 401(K) PROFIT SHARING PLAN - Plan #001	4 / 4	$495,196 / $687,558

Benefit & Retirement Plans based on Form 5500.

Address Match:300 Oswego Pointe Dr Ste 103 Lake Oswego, OR

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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

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