Next Wealth Management LLC

Eric Wishan Registered Agent	10200 SW GREENBURG RD STE 340, PORTLAND, OR 97223
Eric Wishan Manager	10200 SW GREENBURG RD STE 340, PORTLAND, OR 97223
Eric Wishan INDIVIDUAL WITH DIRECT KNOWLEDGE	17595 KELOK RD, LAKE OSWEGO, OR 97034

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10200 SW GREENBURG RD STE 340, PORTLAND, OR 97223 View Map
17595 KELOK RD, LAKE OSWEGO, OR 97034 (Mailing) View Map

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Form 5500

4949 Meadows Road Suite 600, Lake Oswego, Or 97035 (503) 603-0880 EIN:84-3320331 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNEXT WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY6 / 6 Assets BOY/EOY$360,613 / $515,219	2023	NEXT WEALTH MANAGEMENT 401(K) PLAN - Plan #002	6 / 6	$360,613 / $515,219
2022	Plan NameNEXT WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY7 / 6 Assets BOY/EOY$415,955 / $360,613	2022	NEXT WEALTH MANAGEMENT 401(K) PLAN - Plan #002	7 / 6	$415,955 / $360,613
2021	Plan NameNEXT WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY9 / 7 Assets BOY/EOY$323,749 / $415,955	2021	NEXT WEALTH MANAGEMENT 401(K) PLAN - Plan #002	9 / 7	$323,749 / $415,955
2020	Plan NameNEXT WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY8 / 9 Assets BOY/EOY$186,339 / $323,749	2020	NEXT WEALTH MANAGEMENT 401(K) PLAN - Plan #002	8 / 9	$186,339 / $323,749
2019	Plan NameNEXT WEALTH MANAGEMENT 401(K) PLAN Plan #002 Participants BOY/EOY0 / 8 Assets BOY/EOY$0 / $186,339	2019	NEXT WEALTH MANAGEMENT 401(K) PLAN - Plan #002	0 / 8	$0 / $186,339

Benefit & Retirement Plans based on Form 5500.

PPP Loans

10200 SW Greenburg Rd Ste 340, PORTLAND, OR 97223-5510 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$124,997 Forgiven$125,688 LenderOnPoint Community Credit Union Jobs7	04/14/2020	$124,997	$125,688	OnPoint Community Credit Union	7

PPP Loans based on Paycheck Protection Program.

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Address Match:10200 Sw Greenburg Rd Ste 340 Portland, OR

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Address Match:10200 Sw Greenburg Rd Portland, OR

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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