Ferguson Wellman Capital Management, Inc.

Oregon
Registered In
10/13/1975
Incorp. Date

Company Summary

Ferguson Wellman Capital Management, Inc. at 888 SW 5th Ave # 1200, Portland, Or 97204 lists Steven Holwerda and George Hosfield of Portland, OR.

Registered In
Oregon
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Business Corporation
Status
Active
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Steven Holwerda Registered Agent
888 SW 5TH AVE # 1200, PORTLAND, OR 97204
Steven Holwerda President
888 SW 5TH AVE # 1200, PORTLAND, OR 97204
George Hosfield Secretary
888 SW 5TH AVE # 1200, PORTLAND, OR 97204
Steven Holwerda INDIVIDUAL WITH DIRECT KNOWLEDGE
888 SW 5TH AVE STE 1200, PORTLAND, OR 97204
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888 SW 5TH AVE # 1200, PORTLAND, OR 97204 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Octavia Group
Portland, OR
West Bearing Investments
Portland, OR

Financial Information for Ferguson Wellman Capital Management, Inc.

Form 5500

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

888 SW Fifth Ave, Suite 1200, Portland, Or 97204 (503) 226-1444 EIN:93-0646988 Plan Admin:Steve Holwerda
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST Plan #001 Participants BOY/EOY69 / 70 Assets BOY/EOY$38,685,078 / $42,779,788 2023 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST - Plan #001 69 / 70 $38,685,078 / $42,779,788
2023 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY33 / 40 Assets BOY/EOY$3,616,488 / $4,222,482 2023 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 33 / 40 $3,616,488 / $4,222,482
2022 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST Plan #001 Participants BOY/EOY67 / 67 Assets BOY/EOY$50,057,643 / $38,685,078 2022 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST - Plan #001 67 / 67 $50,057,643 / $38,685,078
2022 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY32 / 33 Assets BOY/EOY$4,158,399 / $3,616,488 2022 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 32 / 33 $4,158,399 / $3,616,488
2021 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST Plan #001 Participants BOY/EOY60 / 66 Assets BOY/EOY$39,364,668 / $50,057,643 2021 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST - Plan #001 60 / 66 $39,364,668 / $50,057,643
2021 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY32 / 32 Assets BOY/EOY$4,947,722 / $4,158,399 2021 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 32 / 32 $4,947,722 / $4,158,399
2020 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST Plan #001 Participants BOY/EOY62 / 60 Assets BOY/EOY$37,824,255 / $39,364,668 2020 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST - Plan #001 62 / 60 $37,824,255 / $39,364,668
2020 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY33 / 32 Assets BOY/EOY$4,960,915 / $4,947,722 2020 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 33 / 32 $4,960,915 / $4,947,722
2019 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST Plan #001 Participants BOY/EOY60 / 62 Assets BOY/EOY$28,899,158 / $37,824,255 2019 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST - Plan #001 60 / 62 $28,899,158 / $37,824,255
2019 Plan NameFERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY33 / 33 Assets BOY/EOY$3,523,617 / $4,960,915 2019 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN - Plan #002 33 / 33 $3,523,617 / $4,960,915
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor
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