Retirement Consulting Group, Inc.
Oregon
Registered In
02/10/1997
Incorp. Date
Company Summary
Retirement Consulting Group, Inc. at 5 Centerpointe Dr STE 400, Lake Oswego, Or 97035 lists John Upton and Leslie Upton of Saint Helens, OR as the associates.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Gadinas Law, Llc
Registered Agent
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7455 SW BRIDGEPORT RD # 200, TIGARD, OR 97224
(Mailing)
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John Upton
President
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60473 ROBINETTE RD, SAINT HELENS, OR 97051
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Leslie Upton
Secretary
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60473 ROBINETTE RD, SAINT HELENS, OR 97051
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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5 CENTERPOINTE DR STE 400, LAKE OSWEGO, OR 97035
View Map
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60473 ROBINETTE RD, SAINT HELENS, OR 97051
(Mailing)
View Map
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Showing current addresses only (2 of 3 total addresses). Create a free account to see the full address history
Financials
Financial Information for Retirement Consulting Group, Inc.
Form 5500
RETIREMENT CONSULTING GROUP, INC.
5 Centerpointe Dr STE 400, Lake Oswego, Or 97035 (503) 225-1700 EIN:91-1769299 Plan Admin:John Upton| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,326,854 / $2,241,166 | 2022 | RETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 8 | $2,326,854 / $2,241,166 |
| 2021 | Plan NameRETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$1,983,378 / $2,326,854 | 2021 | RETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 8 | $1,983,378 / $2,326,854 |
| 2020 | Plan NameRETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$1,618,334 / $1,983,378 | 2020 | RETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 6 | $1,618,334 / $1,983,378 |
| 2019 | Plan NameRETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,423,106 / $1,618,334 | 2019 | RETIREMENT CONSULTING GROUP, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $1,423,106 / $1,618,334 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
RETIREMENT CONSULTING GROUP, INC.
1200 NW Naito Pkwy STE 110, Portland, Or 97209-2831| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/27/2020 | Approved$85,673 Forgiven$86,469 LenderUmpqua Bank Jobs6 | 04/27/2020 | $85,673 | $86,469 | Umpqua Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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