Gerdes Financial LLC

Bend, OR

Oregon

Registered In

04/01/2014

Incorp. Date

Company Summary

Gerdes Financial LLC at 120 SW Crowell Way STE 100, Bend, Or 97702 lists Tmg Trust and Amanda Larson of Bend, OR as associates.

Overview

Registered In

Oregon

Incorporation Date

04/01/2014

Company Type

Domestic Limited Liability Company

Status

Active

Registration Type

Domestic

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People

Todd Gerdes Registered Agent	120 SW CROWELL WAY STE 100, BEND, OR 97702
Tmg Trust Member	120 SW CROWELL WAY STE 100, BEND, OR 97702
Amanda Larson Member	120 SW CROWELL WAY STE 100, BEND, OR 97702
Todd M Gerdes INDIVIDUAL WITH DIRECT KNOWLEDGE	120 SW CROWELL WAY STE 100, BEND, OR 97702

Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history

Map & Locations

120 SW CROWELL WAY STE 100, BEND, OR 97702 View Map

Financials

Financial Information for Gerdes Financial LLC

Form 5500

GERDES FINANCIAL, LLC

61486 Duncan Lane, Bend, Or 97702 (541) 389-7090 EIN:46-4999662 Plan Admin:Todd Gerdes

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGF 401(K) PLAN Plan #001 Participants BOY/EOY2 / 1 Assets BOY/EOY$297,352 / $339,728	2023	GF 401(K) PLAN - Plan #001	2 / 1	$297,352 / $339,728
2022	Plan NameGF 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$330,562 / $297,352	2022	GF 401(K) PLAN - Plan #001	2 / 2	$330,562 / $297,352
2021	Plan NameGF 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$239,842 / $330,562	2021	GF 401(K) PLAN - Plan #001	2 / 2	$239,842 / $330,562
2020	Plan NameGF 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$173,954 / $239,842	2020	GF 401(K) PLAN - Plan #001	2 / 2	$173,954 / $239,842
2019	Plan NameGF 401(K) PLAN Plan #001 Participants BOY/EOY0 / 2 Assets BOY/EOY$0 / $173,954	2019	GF 401(K) PLAN - Plan #001	0 / 2	$0 / $173,954

Benefit & Retirement Plans based on Form 5500.

PPP Loans

GERDES FINANCIAL LLC

120 SW Crowell Way Ste 100, BEND, OR 97702 Industry:Other Accounting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$18,000 Forgiven$18,128 LenderUmpqua Bank Jobs2	04/14/2020	$18,000	$18,128	Umpqua Bank	2

PPP Loans based on Paycheck Protection Program.

Linked Companies

Person/Address Match:Tmg Trust -

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Address Match:120 Sw Crowell Way Ste 100 Bend, OR

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Address Match:120 Sw Crowell Way Bend, OR

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Person/City Match:Todd Gerdes - Bend, OR

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Person/City Match:Amanda Larson - Bend, OR

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration