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.
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Dianne L Haugeberg
Registered Agent
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620 NE 5TH ST, MCMINNVILLE, OR 97128
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Wickman Family Trust Dated 08/18/2010 As Amended
Member
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3081 NW RIVER TRAIL PL, BEND, OR 97703
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Mark D Wickman
Manager
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3081 NW RIVER TRAIL PL, BEND, OR 97703
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3081 NW RIVER TRAIL PL, BEND, OR 97703
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PO BOX 480, MCMINNVILLE, OR 97128
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
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| 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 |
| 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 |
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