Pension Planners Northwest, Inc. at 1600 Valley River Dr STE 340, Eugene, Or 97401 lists Thomas A Cooper and Heidi Bigley of Eugene, OR as the associates.
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Teresa A Welsh
Individual Agent
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45730 TORO PEAK RD, PALM DESERT, CA 92260
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Thomas A Cooper
CEO
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1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401
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Heidi Bigley
Chief Financial Officer
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1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401
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Heidi Bigley
Secretary
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1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401
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1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2021 | Plan NamePENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN Plan #001 Participants BOY/EOY20 / 0 Assets BOY/EOY$5,523,340 / $0 | 2021 | PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN - Plan #001 | 20 / 0 | $5,523,340 / $0 |
| 2020 | Plan NamePENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN Plan #001 Participants BOY/EOY18 / 20 Assets BOY/EOY$4,528,683 / $5,523,340 | 2020 | PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN - Plan #001 | 18 / 20 | $4,528,683 / $5,523,340 |
| 2019 | Plan NamePENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$3,658,555 / $4,528,683 | 2019 | PENSION PLANNERS NORTHWEST PROFIT SHARING 401K PLAN - Plan #001 | 17 / 18 | $3,658,555 / $4,528,683 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$289,767 Forgiven$291,204 LenderUmpqua Bank Jobs20 | 04/30/2020 | $289,767 | $291,204 | Umpqua Bank | 20 |
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