Cfp, Inc.

Salem, OR

Oregon

Registered In

03/29/1968

Incorp. Date

Company Summary

Cfp, Inc. at 625 Hawthorne Ave SE STE 100, Salem, Or 97301 lists Linda M Carney and Dee Cook of Salem, OR as associates.

Overview

Registered In

Oregon

Incorporation Date

03/29/1968

Company Type

Domestic Business Corporation

Status

Active

Registration Type

Domestic

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People

Michael B Batlan Registered Agent	969 13TH ST SE, SALEM, OR 97302
Linda M Carney President	PO BOX 12888, SALEM, OR 97309
Dee Cook Secretary	PO BOX 12888, SALEM, OR 97309
Michael B Batlan INDIVIDUAL WITH DIRECT KNOWLEDGE	969 13TH ST SE, SALEM, OR 97302

Map & Locations

625 HAWTHORNE AVE SE STE 100, SALEM, OR 97301 View Map
969 13TH ST SE, SALEM, OR 97302 (Mailing) View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Cfp Benefits/Montgomery & Graham	Salem, OR
Cfp Inc Benefits/Montgomery & Graham Inc	Salem, OR

Financials

Financial Information for Cfp, Inc.

Form 5500

CFP, INC.

PO Box 12888, Salem, Or 97309 (503) 588-2988 EIN:93-0572310 Plan Admin:Linda Carney

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameCFP, INC. SALARY REDUCTION PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 20 Assets BOY/EOY$0 / $0	2022	CFP, INC. SALARY REDUCTION PROFIT SHARING PLAN - Plan #001	22 / 20	$0 / $0
2022	Plan NameCFP, INC. CAFETERIA PLAN Plan #501 Participants BOY/EOY7 / 4 Assets BOY/EOY$0 / $0	2022	CFP, INC. CAFETERIA PLAN - Plan #501	7 / 4	$0 / $0
2021	Plan NameCFP, INC. SALARY REDUCTION PROFIT SHARING PLAN Plan #001 Participants BOY/EOY19 / 22 Assets BOY/EOY$0 / $0	2021	CFP, INC. SALARY REDUCTION PROFIT SHARING PLAN - Plan #001	19 / 22	$0 / $0
2021	Plan NameCFP, INC. CAFETERIA PLAN Plan #501 Participants BOY/EOY9 / 8 Assets BOY/EOY$0 / $0	2021	CFP, INC. CAFETERIA PLAN - Plan #501	9 / 8	$0 / $0
2020	Plan NameCFP, INC. CAFETERIA PLAN Plan #501 Participants BOY/EOY12 / 9 Assets BOY/EOY$0 / $0	2020	CFP, INC. CAFETERIA PLAN - Plan #501	12 / 9	$0 / $0
2020	Plan NameCFP, INC. SALARY REDUCTION PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 19 Assets BOY/EOY$0 / $0	2020	CFP, INC. SALARY REDUCTION PROFIT SHARING PLAN - Plan #001	22 / 19	$0 / $0
2019	Plan NameCFP, INC. SALARY REDUCTION PROFIT SHARING PLAN Plan #001 Participants BOY/EOY18 / 22 Assets BOY/EOY$8,428,906 / $8,617,826	2019	CFP, INC. SALARY REDUCTION PROFIT SHARING PLAN - Plan #001	18 / 22	$8,428,906 / $8,617,826
2019	Plan NameCFP, INC. CAFETERIA PLAN Plan #501 Participants BOY/EOY21 / 20 Assets BOY/EOY$0 / $0	2019	CFP, INC. CAFETERIA PLAN - Plan #501	21 / 20	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

CFP INC

625 Hawthorne Ave SE Ste 100, Salem, OR 97301-6865 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
03/03/2021	Approved$140,000 Forgiven$140,648 LenderPeople's Bank of Commerce Jobs11	03/03/2021	$140,000	$140,648	People's Bank of Commerce	11
04/09/2020	Approved$162,000 Forgiven$163,562 LenderPeople's Bank of Commerce Jobs14	04/09/2020	$162,000	$163,562	People's Bank of Commerce	14

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Audrey Pearl, Cfp, Inc. Registered in Michigan	Charter Township of West Bloomfield, MI	View Report
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Address Match:625 Hawthorne Ave Se Ste 100 Salem, OR

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Sources

The following government agencies have contributed data:

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