Halcyon Financial Planning LLC

West Linn, OR

Oregon

Registered In

07/01/2014

Incorp. Date

Company Summary

Halcyon Financial Planning LLC at 21900 Willamette Dr STE 210, West Linn, Or 97068 lists Will Kaplan of Happy Valley, OR as the associate.

Will Kaplan Registered Agent	11587 SE CASCADE VIEW DR, HAPPY VALLEY, OR 97086
Will Kaplan Manager	11587 SE CASCADE VIEW DR, HAPPY VALLEY, OR 97086

21900 WILLAMETTE DR STE 210, WEST LINN, OR 97068 View Map

Form 5500

21900 Willamette Drive Suite 210, West Linn, Or 97068 (503) 928-4412 EIN:47-1576060 Plan Admin:Will Kaplan

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHALCYON FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$150,676 / $0	2023	HALCYON FINANCIAL PLANNING 401(K) PLAN - Plan #001	3 / 0	$150,676 / $0
2022	Plan NameHALCYON FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$441,484 / $150,676	2022	HALCYON FINANCIAL PLANNING 401(K) PLAN - Plan #001	6 / 6	$441,484 / $150,676
2021	Plan NameHALCYON FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$319,535 / $441,484	2021	HALCYON FINANCIAL PLANNING 401(K) PLAN - Plan #001	5 / 5	$319,535 / $441,484
2020	Plan NameHALCYON FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$208,798 / $319,535	2020	HALCYON FINANCIAL PLANNING 401(K) PLAN - Plan #001	5 / 5	$208,798 / $319,535
2019	Plan NameHALCYON FINANCIAL PLANNING 401(K) PLAN Plan #001 Participants BOY/EOY3 / 5 Assets BOY/EOY$107,342 / $208,798	2019	HALCYON FINANCIAL PLANNING 401(K) PLAN - Plan #001	3 / 5	$107,342 / $208,798

Benefit & Retirement Plans based on Form 5500.

PPP Loans

21900 Willamette Dr STE 210, West Linn, Or 97068

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$36,840 Forgiven$37,174 LenderJPMorgan Chase Bank, National Association Jobs5	05/01/2020	$36,840	$37,174	JPMorgan Chase Bank, National Association	5

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Halcyon Financial Planning, LLC Registered in Georgia	Lilburn, GA		View Report

Address Match:21900 Willamette Dr West Linn, 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

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