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.
- 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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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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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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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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|
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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
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