Thompson Advisory Services, LLC
California
Registered In
01/29/2020
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction
Company Summary
Thompson Advisory Services, LLC at 3339 SE Division ST STE B, Portland, Or 97202 lists Stephen Engle and Troy Thompson of Portland, OR as the associates.
- Registered In
- California
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Oregon
- Company Type
- Limited Liability Company - Out of State
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Incorp Services, Inc.
Registered 1505 Agent
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3773 HOWARD HUGHES PARKWAY STE 500 S, LAS VEGAS, NV 89169
(View Past Addresses)
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Stephen Engle
Manager
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4224 NE 19TH AVE, PORTLAND, OR 97212
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Troy Thompson
Manager
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2885 SE KELLY ST, PORTLAND, OR 97202
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3339 SE DIVISION ST STE B, PORTLAND, OR 97202
(Mailing)
View Map
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Financial Information for Thompson Advisory Services, LLC
Form 5500
THOMPSON ADVISORY SERVICES, LLC
3339 SE Division Street Suite B, Portland, Or 97202 (503) 234-0721 EIN:26-3777195 Plan Admin:Healthequity Retirement Services, Llc| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$808,350 / $757,882 | 2022 | RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003 | 5 / 5 | $808,350 / $757,882 |
| 2021 | Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$655,267 / $808,350 | 2021 | RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003 | 5 / 5 | $655,267 / $808,350 |
| 2020 | Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$143,353 / $655,267 | 2020 | RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003 | 5 / 5 | $143,353 / $655,267 |
| 2019 | Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$74,322 / $143,353 | 2019 | RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003 | 5 / 5 | $74,322 / $143,353 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
THOMPSON ADVISORY SERVICES LLC
3339 SE Division Street Suite B, Portland, Or 97202| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/28/2020 | Approved$62,500 Forgiven$63,027 LenderWells Fargo Bank, National Association Jobs3 | 04/28/2020 | $62,500 | $63,027 | Wells Fargo Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Address Match:3339 Se Division St Ste B Portland, OR
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Thompson Advisory Services, LLC
Registered in Oregon
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Portland, OR | View Report | |
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Thompson Advisory Services, LLC
Registered in California
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Portland, OR San Francisco, CA | View Report |
Address Match:3339 Se Division St Portland, OR
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Person/City Match:Stephen Engle - Portland, OR
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Person/City Match:Troy Thompson - Portland, OR
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Thompson Advisory Services
Registered in Oregon
|
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor U.S. Small Business Administration
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