Encompass Wealth Advisors, LLC
Oregon
Registered In
07/18/2014
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Encompass Wealth Advisors, LLC at 15350 SW Sequoia Pkwy STE 250, Portland, Or 97224 lists Colin H Williams and Mary E Minshall of Portland, OR as associates.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Foreign Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Paracorp Incorporated
Registered Agent
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8130 SW BEAVERTON HILLSDALE HWY, PORTLAND, OR 97225
(Mailing)
(View Past Addresses)
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Colin H Williams
Member
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Mary E Minshall
Member
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Matthew G Presjak
Member
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Matthew G Presjak
Manager
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Colin H Williams
Manager
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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Mary E Minshall
Manager
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
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15350 SW SEQUOIA PKWY STE 250, PORTLAND, OR 97224
View Map
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Financial Information for Encompass Wealth Advisors, LLC
Form 5500
ENCOMPASS WEALTH ADVISORS, LLC
15350 SW Sequoia Parkway Suite 250, Portland, Or 97224 (971) 371-1002 EIN:47-1340605 Plan Admin:Mary Minshall| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$989,271 / $1,414,348 | 2023 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 5 / 5 | $989,271 / $1,414,348 |
| 2022 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,248,392 / $989,271 | 2022 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 6 / 5 | $1,248,392 / $989,271 |
| 2021 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$844,013 / $1,248,392 | 2021 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 6 / 6 | $844,013 / $1,248,392 |
| 2020 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$681,174 / $844,013 | 2020 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 6 / 6 | $681,174 / $844,013 |
| 2019 | Plan NameENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$473,799 / $681,174 | 2019 | ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN - Plan #001 | 7 / 6 | $473,799 / $681,174 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ENCOMPASS WEALTH ADVISORS, LLC
15350 SW Sequoia Pkway, Ste. 250, PORTLAND, OR 97224 Ethnicity:Not Hispanic or Latino Race:White Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 05/06/2020 | Approved$132,800 Forgiven$134,252 LenderUmpqua Bank Jobs6 | 05/06/2020 | $132,800 | $134,252 | Umpqua Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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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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