Family Business Counsel LLC

Oregon
Registered In
11/03/2017
Incorp. Date

Company Summary

Family Business Counsel LLC at 3081 NW River Trail Pl, Bend, Or 97703 lists Wickman Family Trust Dated 08/18/2010 As Amended and Mark D Wickman of Bend, OR.

Overview

Registered In
Oregon
Incorporation Date
Company Type
Domestic Limited Liability Company
Status
Active
Registration Type
Domestic
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People

Dianne L Haugeberg Registered Agent
620 NE 5TH ST, MCMINNVILLE, OR 97128
Wickman Family Trust Dated 08/18/2010 As Amended Member
3081 NW RIVER TRAIL PL, BEND, OR 97703
Mark D Wickman Manager
3081 NW RIVER TRAIL PL, BEND, OR 97703

Map & Locations

3081 NW RIVER TRAIL PL, BEND, OR 97703 View Map
PO BOX 480, MCMINNVILLE, OR 97128 (Mailing) View Map

Financials

Financial Information for Family Business Counsel LLC

Form 5500

FAMILY BUSINESS COUNSEL, LLC.

3081 NW River Trail Place, Bend, Or 97703 (971) 237-3157 EIN:82-3323108 Plan Admin:Martha Nicol
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameFAMILY BUSINESS COUNSEL 401(K) RETI PLAN Plan #001 Participants BOY/EOY5 / 3 Assets BOY/EOY$1,623,139 / $2,033,795 2023 FAMILY BUSINESS COUNSEL 401(K) RETI PLAN - Plan #001 5 / 3 $1,623,139 / $2,033,795
2022 Plan NameFAMILY BUSINESS COUNSEL 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,847,710 / $1,623,139 2022 FAMILY BUSINESS COUNSEL 401(K) RETIREMENT PLAN - Plan #001 4 / 5 $1,847,710 / $1,623,139
2021 Plan NameFAMILY BUSINESS COUNSEL 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$1,547,278 / $1,847,710 2021 FAMILY BUSINESS COUNSEL 401(K) RETIREMENT PLAN - Plan #001 4 / 4 $1,547,278 / $1,847,710
2020 Plan NameFAMILY BUSINESS COUNSEL Plan #001 Participants BOY/EOY2 / 4 Assets BOY/EOY$1,239,170 / $1,547,278 2020 FAMILY BUSINESS COUNSEL - Plan #001 2 / 4 $1,239,170 / $1,547,278
2019 Plan NameFAMILY BUSINESS COUNSEL 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$954,273 / $1,239,170 2019 FAMILY BUSINESS COUNSEL 401(K) RETIREMENT PLAN - Plan #001 2 / 2 $954,273 / $1,239,170
Benefit & Retirement Plans based on Form 5500.
PPP Loans

FAMILY BUSINESS COUNSEL LLC

3081 NW River Trail Place, BEND, OR 97703
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$49,000 Forgiven$49,317 LenderCitizens Bank Jobs4 04/29/2020 $49,000 $49,317 Citizens Bank 4
PPP Loans based on Paycheck Protection Program.

Linked Companies

Address Match:3081 Nw River Trail Pl Bend, OR
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Woodrow's Wine Building, LLC Registered in Oregon
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Logistical Recovery Systems Corp. Registered in Oregon
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Mcdonald Building, LLC Registered in Oregon
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Person/City Match:Dianne L Haugeberg - Mcminnville, OR
Beavercreek Properties, LLC Registered in Oregon
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Mulholland Farms, Inc Registered in Oregon
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Sources

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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