Savant Investment Group, LLC
Oregon
Registered In
10/25/2011
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Savant Investment Group, LLC at 520 Terrance St, Ashland, Or 97520 lists Thomas Burkhart of San Francisco, CA as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- California
- Company Type
- Foreign Limited Liability Company
- Status
- Inactive
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Frederic Hood
Registered Agent
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520 TERRANCE ST, ASHLAND, OR 97520
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Thomas Burkhart
Member
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461 SECOND ST # 151, SAN FRANCISCO, CA 94107
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520 TERRANCE ST, ASHLAND, OR 97520
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461 SECOND ST # 151, SAN FRANCISCO, CA 94107
(Mailing)
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Financial Information for Savant Investment Group, LLC
Form 5500
SAVANT INVESTMENT GROUP, LLC
555 12th Street Suite 925, Oakland, Ca 94607 (415) 926-7200 EIN:27-2263282 Plan Admin:Jake Marie Rose| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCREATED FROM SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY0 / 0 Assets BOY/EOY$73 / $0 | 2023 | CREATED FROM SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 | 0 / 0 | $73 / $0 |
| 2022 | Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY10 / 0 Assets BOY/EOY$3,279,366 / $73 | 2022 | SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 | 10 / 0 | $3,279,366 / $73 |
| 2021 | Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY12 / 10 Assets BOY/EOY$3,196,306 / $3,279,366 | 2021 | SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 | 12 / 10 | $3,196,306 / $3,279,366 |
| 2020 | Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY13 / 12 Assets BOY/EOY$2,768,444 / $3,196,306 | 2020 | SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 | 13 / 12 | $2,768,444 / $3,196,306 |
| 2019 | Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,241,135 / $2,768,444 | 2019 | SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 | 13 / 13 | $2,241,135 / $2,768,444 |
Benefit & Retirement Plans based on Form 5500.
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|
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Savant Angel Investors, LLC
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Person/City Match:Frederic Hood - Ashland, OR
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Subject Matter Experts, LLC
Registered in Oregon
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Person/City Match:Thomas Burkhart - San Francisco, CA
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The Savant Group, a Corporation of California
Registered in Oregon
|
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor
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