Lee Koehn Associates, Inc.

Lee H Koehn Registered Agent	76 GREENRIDGE CT, LAKE OSWEGO, OR 97035
Lee Koehn President	76 GREENRIDGE CT, LAKE OSWEGO, OR 97035 (View Past Addresses)
Bernadette Koehn Secretary	76 GREENRIDGE CT, LAKE OSWEGO, OR 97035 (View Past Addresses)

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76 GREENRIDGE CT, LAKE OSWEGO, OR 97035 View Map

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Form 5500

76 Greenridge Ct., Lake Oswego, Or 97035 (503) 789-5040 EIN:93-0792719 Plan Admin:Lee H. Koehn

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameLEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,133,445 / $2,205,239	2023	LEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	2 / 2	$2,133,445 / $2,205,239
2022	Plan NameLEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,513,419 / $2,133,445	2022	LEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	2 / 2	$2,513,419 / $2,133,445
2021	Plan NameLEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,289,809 / $2,513,419	2021	LEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	2 / 2	$2,289,809 / $2,513,419
2020	Plan NameLEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,157,102 / $2,289,809	2020	LEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	2 / 2	$2,157,102 / $2,289,809
2019	Plan NameLEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,853,771 / $2,157,102	2019	LEE KOEHN ASSOCIATES, INC. PROFIT SHARING PLAN - Plan #001	2 / 2	$1,853,771 / $2,157,102

Benefit & Retirement Plans based on Form 5500.

PPP Loans

333 S State St Ste V62, Lake Oswego, OR 97034-3932 Industry:All Other Professional, Scientific, and Technical Services

Loan Date	Approved	Forgiven	Lender	Jobs
02/06/2021	Approved$41,666 Forgiven$41,882 LenderBanner Bank Jobs2	02/06/2021	$41,666	$41,882	Banner Bank	2
04/30/2020	Approved$60,300 Forgiven$60,944 LenderBanner Bank Jobs2	04/30/2020	$60,300	$60,944	Banner Bank	2

PPP Loans based on Paycheck Protection Program.

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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

Company Summary