Etr Financial LLC

The Barnett Firm, Llc Registered Agent	11501 SW PACIFIC HWY STE 201, PORTLAND, OR 97223 (Mailing) (View Past Addresses)
Timothy Smith Member	12415 SW 122ND AVE, TIGARD, OR 97223
Maryalice Musante Manager	9050 SW 182ND AVE, BEAVERTON, OR 97007 (View Past Addresses)

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10200 SW GREENBURG RD STE 300, PORTLAND, OR 97223 View Map

Form 5500

10200 SW Greenburg Road, Suite 300, Portland, Or 97223 (503) 446-5003 EIN:27-3119662 Plan Admin:Robert Musante

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameETR FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$986,863 / $1,372,966	2023	ETR FINANCIAL LLC 401(K) PLAN - Plan #001	5 / 5	$986,863 / $1,372,966
2022	Plan NameETR FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,019,475 / $986,863	2022	ETR FINANCIAL LLC 401(K) PLAN - Plan #001	5 / 5	$1,019,475 / $986,863
2021	Plan NameETR FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$701,390 / $1,019,475	2021	ETR FINANCIAL LLC 401(K) PLAN - Plan #001	5 / 5	$701,390 / $1,019,475
2020	Plan NameETR FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $701,390	2020	ETR FINANCIAL LLC 401(K) PLAN - Plan #001	5 / 5	$0 / $701,390

Benefit & Retirement Plans based on Form 5500.

PPP Loans

10200 Greenburg Rd Sw, Tigard, Or 97223 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
05/21/2020	Approved$18,476 Forgiven$18,584 LenderU.S. Bank, National Association Jobs2	05/21/2020	$18,476	$18,584	U.S. Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:10200 Sw Greenburg Rd Ste 300 Portland, OR

Columbia Associates Wealth Management Group Registered in Oregon	Portland, OR Tigard, OR	View Report
Courtney Stewart Wealth Planning LLC Registered in Oregon	Portland, OR	View Report
Rmg Financial Services P.C. Registered in Oregon	Beaverton, OR Portland, OR (1 more)	View Report

Address Match:10200 Sw Greenburg Rd Portland, OR

Broadway Consulting Group, LLC Registered in Oregon	Portland, OR	View Report
Finity Communications Incorporated Registered in Washington	Portland, OR Spokane, WA	View Report
Finity Inc. Registered in Oregon	Portland, OR	View Report
Windlark Studios, Inc. Registered in Oregon	Portland, OR	View Report
North Pacific Group, Inc. Registered in New Hampshire	Portland, OR	View Report
A-Spire Asset Management LLC Registered in Oregon	Portland, OR	View Report
A-Spire Development LLC Registered in Oregon	Portland, OR	View Report
A-Spire Financial Corporation Registered in Oregon	Portland, OR	View Report
Coachspeak, LLC Registered in Oregon	Portland, OR	View Report
Finity Studios, Inc. Registered in Oregon	Portland, OR	View Report
Ko-Am Industries Co., LTD. Registered in Oregon	Hillsboro, OR Portland, OR	View Report
Lunarr, Inc. Registered in Oregon	Portland, OR	View Report
Responsible Environmentalism Foundation Registered in Oregon	New Haven, CT Portland, OR	View Report
Wilson Transit Fleet LLC Registered in Oregon	Portland, OR	View Report
North Pacific Registered in North Dakota	Portland, OR	View Report
North Pacific Group, Inc. Registered in North Dakota	Bismarck, ND Portland, OR	View Report
North Pacific Group, Inc. Registered in Vermont	Portland, OR Williston, VT	View Report
North Pacific Group, Inc. Registered in North Carolina	Portland, OR	View Report

Person/City Match:Timothy Smith - Tigard, OR

Sentinel Hill Security Registered in Oregon	Tigard, OR		View Report
Smith & Ricci Holdings, LLC Registered in Oregon	Tigard, OR		View Report

Person/City Match:Maryalice Musante - Beaverton, OR

L.F.M. Shoe Company Registered in Minnesota	Beaverton, OR Blmgtn, MN		View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary