Jake Paltzer Financial Services, LLC

Bend, OR

Oregon

Registered In

02/20/2009

Incorp. Date

Company Summary

Jake Paltzer Financial Services, LLC at 404 SW Columbia ST STE 130, Bend, Or 97702 lists Jacob A Paltzer Jr of Bend, OR as the associate.

Jacob A Paltzer Jr Registered Agent	404 SW COLUMBIA ST STE 130, BEND, OR 97702
Jacob A Paltzer Jr Member	42 NW SKYLINER SUMMIT LOOP, BEND, OR 97701

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404 SW COLUMBIA ST STE 130, BEND, OR 97702 View Map

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Form 5500

404 SW Columbia St. #130, Bend, Or 97702 (541) 389-3624 EIN:45-4102188 Plan Admin:Jake Paltzer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 2 Assets BOY/EOY$583,873 / $694,013	2023	PALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN - Plan #001	3 / 2	$583,873 / $694,013
2022	Plan NamePALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$535,392 / $583,873	2022	PALTZER FINANCIAL SERVICES 401(K) RETIREMENT PLAN - Plan #001	3 / 3	$535,392 / $583,873

Benefit & Retirement Plans based on Form 5500.

PPP Loans

698 York Dr Nw, Bend, Or 97703 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$27,200 Forgiven$0 LenderU.S. Bank, National Association Jobs2	05/01/2020	$27,200	$0	U.S. Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:404 Sw Columbia St Bend, 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

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