Tompkins Wealth Management, Inc

Oregon
Registered In
03/17/2015
Incorp. Date
Foreign
Registration Type
Washington
Foreign Jurisdiction

Company Summary

Tompkins Wealth Management, Inc at 2208 NW Market ST STE 507, Seattle, Wa 98107 lists Charles D Tompkins of Seattle, WA as the associate.

Registered In
Oregon
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Washington
Company Type
Foreign Professional Corporation
Status
Active
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Charles D Tompkins Registered Agent
115 NW OREGON AVE STE 21, BEND, OR 97703
Charles D Tompkins President
2208 NW MARKET ST STE 507, SEATTLE, WA 98107
Charles D Tompkins Secretary
2208 NW MARKET ST STE 507, SEATTLE, WA 98107
2208 NW MARKET ST STE 507, SEATTLE, WA 98107 View Map
115 NW OREGON AVE STE 21, BEND, OR 97703 (Mailing) View Map

Financial Information for Tompkins Wealth Management, Inc

Form 5500

TOMPKINS WEALTH MANAGEMENT INC

115 NW Oregon Ave Suite 21, Bend, Or 97703 (206) 782-5670 EIN:20-8145250 Plan Admin:Charles Tompkins
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTOMPKINS WEALTH MANAGEMENT INC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$107,129 / $183,868 2023 TOMPKINS WEALTH MANAGEMENT INC 401K PLAN - Plan #001 2 / 2 $107,129 / $183,868
2022 Plan NameTOMPKINS WEALTH MANAGEMENT INC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$72,853 / $107,129 2022 TOMPKINS WEALTH MANAGEMENT INC 401K PLAN - Plan #001 2 / 2 $72,853 / $107,129
2021 Plan NameTOMPKINS WEALTH MANAGEMENT INC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$12,225 / $72,853 2021 TOMPKINS WEALTH MANAGEMENT INC 401K PLAN - Plan #001 2 / 2 $12,225 / $72,853
2020 Plan NameTOMPKINS WEALTH MANAGEMENT INC 401K PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $12,225 2020 TOMPKINS WEALTH MANAGEMENT INC 401K PLAN - Plan #001 2 / 2 $0 / $12,225
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
Tompkins Wealth Management, Inc. Registered in New York
Pittsford, NY View Report
Tompkins Wealth Management, Inc. Registered in Pennsylvania
Wyomissing, PA View Report
Tompkins Wealth Management, Inc Registered in Washington
Bend, OR Seattle, WA View Report
Tompkins Wealth Management, Inc. Registered in Washington
Seattle, WA View Report
Address Match:2208 Nw Market St Ste 507 Seattle, WA
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor
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