Jake Paltzer Financial Services, LLC

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.

Registered In
Oregon
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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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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Financial Information for Jake Paltzer Financial Services, LLC

Form 5500

JAKE PALTZER FINANCIAL SERVICES, LLC

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

JAKE PALTZER FINANCIAL SERVICES LLC

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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