Succession Resource Group, Inc.

Oregon
Registered In
06/13/2012
Incorp. Date

Company Summary

Succession Resource Group, Inc. at 12570 SW 69th Ave STE 100, Portland, Or 97223 lists David P Grau Jr of Portland, OR as the associate.

Overview

Registered In
Oregon
Incorporation Date
Company Type
Domestic Business Corporation
Status
Active
Registration Type
Domestic
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People

David Grau Jr Registered Agent
12570 SW 69TH AVE STE 100, PORTLAND, OR 97223
David P Grau Jr President
12570 SW 69TH AVE STE 100, PORTLAND, OR 97223 (View Past Addresses)
David P Grau Jr Secretary
12570 SW 69TH AVE STE 100, PORTLAND, OR 97223 (View Past Addresses)
Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

12570 SW 69TH AVE STE 100, PORTLAND, OR 97223 View Map
Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

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).

Succession Resource Group
Tualatin, OR

Financials

Financial Information for Succession Resource Group, Inc.

Form 5500

SUCCESSION RESOURCE GROUP, INC.

12570 SW 69th Avenue, Suite 100, Portland, Or 97223 (503) 427-9910 EIN:45-5476983 Plan Admin:Kristen Grau
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSRG 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$543,055 / $555,311 2022 SRG 401(K) PLAN - Plan #001 16 / 16 $543,055 / $555,311
2021 Plan NameSRG 401(K) PLAN Plan #001 Participants BOY/EOY14 / 16 Assets BOY/EOY$444,923 / $543,055 2021 SRG 401(K) PLAN - Plan #001 14 / 16 $444,923 / $543,055
2020 Plan NameSRG 401(K) PLAN Plan #001 Participants BOY/EOY10 / 14 Assets BOY/EOY$539,360 / $444,923 2020 SRG 401(K) PLAN - Plan #001 10 / 14 $539,360 / $444,923
2019 Plan NameSRG 401(K) PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$149,944 / $539,360 2019 SRG 401(K) PLAN - Plan #001 7 / 10 $149,944 / $539,360
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SUCCESSION RESOURCE GROUP, INC

4800 Meadows Rd STE 470, Lake Oswego, Or 97035-4286 Industry:Other Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$191,500 Forgiven$193,478 LenderUmpqua Bank Jobs12 04/15/2020 $191,500 $193,478 Umpqua Bank 12
PPP Loans based on Paycheck Protection Program.

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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
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