Gerdes Financial LLC

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

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

Form 5500

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

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.

Person/Address Match:Tmg Trust -

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

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Obsidian Development Partners, LLC Registered in Oregon	Bend, OR Redmond, OR	View Report
Obsidian Group Partners, LLC Registered in Oregon	Bend, OR Redmond, OR	View Report
Pacific Rim Assets, LLC Registered in Oregon	Bend, OR Redmond, OR	View Report
Redmond Development Group, LLC Registered in Oregon	Bend, OR Redmond, OR	View Report
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The Ridge Group LLC Registered in Oregon	Bend, OR	View Report
Whistler Dev, LLC Registered in Oregon	Bend, OR Redmond, OR	View Report

Address Match:120 Sw Crowell Way Bend, OR

Group West LLC Registered in Oregon	Bend, OR	View Report
Skypark G, LLC Registered in Oregon	Bend, OR	View Report
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Sihtl G, LLC Registered in Oregon	Bend, OR	View Report
Sockeye G, LLC Registered in Oregon	Bend, OR	View Report
True North Management LLC Registered in Oregon	Bend, OR	View Report
Alumni Alliances, LLC Registered in Wyoming	Bend, OR Cheyenne, WY	View Report
Tnfoods I, LLC Registered in Wyoming	Bend, OR	View Report
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True North Holding Company, LLC Registered in Wyoming	Bend, OR Cheyenne, WY	View Report
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Person/City Match:Todd Gerdes - Bend, OR

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Krakow & Gerdes, Pc Registered in Oregon	Bend, OR	View Report
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Zack Jones Photography LLC. Registered in Oregon	Bend, OR	View Report

Person/City Match:Amanda Larson - Bend, OR

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The following government agencies have contributed data:

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

Company Summary