Dealership Performance Crm, LLC

Jay Mason Registered Agent	25030 SW PARKWAY AVE STE 300, WILSONVILLE, OR 97070
Jay E Mason Member	25030 SW PARKWAY AVE STE 300, WILSONVILLE, OR 97070
Jay Mason INDIVIDUAL WITH DIRECT KNOWLEDGE	25030 SW PARKWAY AVE STE 300, WILSONVILLE, OR 97070

25030 SW PARKWAY AVE STE 300, WILSONVILLE, OR 97070 View Map

Form 5500

25030 SW Parkway Avenue, Suite 300, Wilsonville, Or 97070 (503) 488-5791 EIN:46-4803037 Plan Admin:Jay Mason

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDEALERSHIP PERFORMANCE CRM 401(K) PLAN Plan #001 Participants BOY/EOY31 / 27 Assets BOY/EOY$273,988 / $355,347	2023	DEALERSHIP PERFORMANCE CRM 401(K) PLAN - Plan #001	31 / 27	$273,988 / $355,347
2022	Plan NameDEALERSHIP PERFORMANCE CRM 401(K) PLAN Plan #001 Participants BOY/EOY36 / 31 Assets BOY/EOY$252,064 / $273,988	2022	DEALERSHIP PERFORMANCE CRM 401(K) PLAN - Plan #001	36 / 31	$252,064 / $273,988
2021	Plan NameDEALERSHIP PERFORMANCE CRM 401(K) PLAN Plan #001 Participants BOY/EOY35 / 36 Assets BOY/EOY$177,716 / $252,064	2021	DEALERSHIP PERFORMANCE CRM 401(K) PLAN - Plan #001	35 / 36	$177,716 / $252,064
2020	Plan NameDEALERSHIP PERFORMANCE CRM 401(K) PLAN Plan #001 Participants BOY/EOY39 / 35 Assets BOY/EOY$131,316 / $177,716	2020	DEALERSHIP PERFORMANCE CRM 401(K) PLAN - Plan #001	39 / 35	$131,316 / $177,716
2019	Plan NameDEALERSHIP PERFORMANCE CRM 401(K) PLAN Plan #001 Participants BOY/EOY35 / 39 Assets BOY/EOY$48,217 / $131,316	2019	DEALERSHIP PERFORMANCE CRM 401(K) PLAN - Plan #001	35 / 39	$48,217 / $131,316

Benefit & Retirement Plans based on Form 5500.

PPP Loans

25030 SW Parkway Ave, Ste 300, Wilsonville, OR 97070-9816

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$231,086 Forgiven$233,916 LenderUmpqua Bank Jobs17	04/28/2020	$231,086	$233,916	Umpqua Bank	17

PPP Loans based on Paycheck Protection Program.

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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

Company Summary