Pension Planners Northwest, Inc.

California
Registered In
05/28/2013
Incorp. Date
Foreign
Registration Type
Oregon
Foreign Jurisdiction

Company Summary

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.

Registered In
California
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Oregon
Company Type
Stock Corporation - Out of State - Stock
Status
Terminated
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SEC | EDGAR Trellis.Law Recent News
Teresa A Welsh Individual Agent
45730 TORO PEAK RD, PALM DESERT, CA 92260
Thomas A Cooper CEO
1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401
Heidi Bigley Chief Financial Officer
1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401
Heidi Bigley Secretary
1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401
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1600 VALLEY RIVER DR STE 340, EUGENE, OR 97401 (Mailing) View Map

Financial Information for Pension Planners Northwest, Inc.

Form 5500

PENSION PLANNERS NORTHWEST, INC.

1600 Valley River Drive, Suite 340, Eugene, Or 97401 (541) 345-8404 EIN:93-1160402 Plan Admin:Ami L. Hill
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
Benefit & Retirement Plans based on Form 5500.
PPP Loans

PENSION PLANNERS NORTHWEST INC

1600 Valley River Dr Suite 340, Eugene, Or 97401-2132 Industry:All Other Insurance Related Activities
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
PPP Loans based on Paycheck Protection Program.
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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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