Oakbridge Asset Management, LLC

Jordan, UT

Utah

Registered In

12/28/2007

Incorp. Date

Company Summary

Oakbridge Asset Management, LLC at 897 W Baxter Dr S, Jordan, Ut 84095 lists James B Rawlings of Jordan, UT and a DBA of Oakbridge Asset Management & Tax Services.

Registered In: Utah
Incorporation Date: 12/28/2007
Registration Type: Domestic
Company Type: Llc - Domestic
Status: Active - Current
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James B Rawlings Registered Agent

897 W BAXTER DR S, JORDAN, UT 84095

897 W BAXTER DR S, JORDAN, UT 84095 View Map

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).

Oakbridge Asset Management & Tax Services

Jordan, UT

Financial Information for Oakbridge Asset Management, LLC

Form 5500

OAKBRIDGE ASSET MANAGEMENT, LLC

897 West Baxter Drive, South Jordan, Ut 84095 (801) 327-7222 EIN:30-0455612 Plan Admin:James Rawlings

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOAKBRIDGE ASSET MANAGEMENT & TAX SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$82,040 / $0	2023	OAKBRIDGE ASSET MANAGEMENT & TAX SERVICES 401(K) PLAN - Plan #001	6 / 0	$82,040 / $0
2022	Plan NameOAKBRIDGE ASSET MANAGEMENT & TAX SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$47,972 / $82,040	2022	OAKBRIDGE ASSET MANAGEMENT & TAX SERVICES 401(K) PLAN - Plan #001	6 / 6	$47,972 / $82,040
2021	Plan NameOAKBRIDGE ASSET MANAGEMENT & TAX SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$0 / $47,972	2021	OAKBRIDGE ASSET MANAGEMENT & TAX SERVICES 401(K) PLAN - Plan #001	5 / 6	$0 / $47,972

Benefit & Retirement Plans based on Form 5500.

PPP Loans

OAKBRIDGE ASSET MANAGEMENT LLC

897 W Baxter Dr, South Jordan, Ut 84095-8506 Industry:Other Accounting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
04/06/2020	Approved$65,800 Forgiven$66,157 LenderDeseret First FCU Jobs11	04/06/2020	$65,800	$66,157	Deseret First FCU	11

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor U.S. Small Business Administration

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