Klein Investment Strategies, LLC

Bend, OR

Oregon

Registered In

01/12/2015

Incorp. Date

Company Summary

Klein Investment Strategies, LLC at 400 SW Bluff Dr STE 260, Bend, Or 97702 lists Jeffrey Klein of Bend, OR as the associate.

Jeffrey Klein Registered Agent	400 SW BLUFF DR STE 260, BEND, OR 97702
Jeffrey Klein Member	19343 MOON MOUNTAIN CT, BEND, OR 97702

400 SW BLUFF DR STE 260, BEND, OR 97702 View Map
19343 MOON MOUNTAIN CT, BEND, OR 97702 (Mailing) View Map

Form 5500

19343 Moon Mountain Court, Bend, Or 97702 (541) 639-3131 EIN:47-2791192 Plan Admin:Jeffery Klein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameKLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$377,730 / $568,146	2023	KLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN - Plan #001	3 / 3	$377,730 / $568,146
2022	Plan NameKLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$412,394 / $377,730	2022	KLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN - Plan #001	3 / 3	$412,394 / $377,730
2021	Plan NameKLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$247,779 / $412,394	2021	KLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN - Plan #001	2 / 3	$247,779 / $412,394
2020	Plan NameKLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$145,766 / $247,779	2020	KLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN - Plan #001	2 / 2	$145,766 / $247,779
2019	Plan NameKLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$72,010 / $145,766	2019	KLEIN INVESTMENT STRATEGIES LLC 401(K) PLAN - Plan #001	2 / 2	$72,010 / $145,766

Benefit & Retirement Plans based on Form 5500.

PPP Loans

400 SW Bluff Dr Ste 260, Bend, OR 97702-1697 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/18/2021	Approved$41,423 Forgiven$41,586 LenderUmpqua Bank Jobs2	02/18/2021	$41,423	$41,586	Umpqua Bank	2
04/15/2020	Approved$32,800 Forgiven$32,986 LenderUmpqua Bank Jobs2	04/15/2020	$32,800	$32,986	Umpqua Bank	2

PPP Loans based on Paycheck Protection Program.

Address Match:400 Sw Bluff Dr 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

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