Defined Wealth Management LLC

Joseph E Opsahl Registered Agent	8625 SW CASCADE AVE STE 410, BEAVERTON, OR 97008
Joseph Opsahl Member	8625 SW CASCADE AVE STE 410, BEAVERTON, OR 97008
Joseph Opsahl INDIVIDUAL WITH DIRECT KNOWLEDGE	7196 SW ASCOT CT, PORTLAND, OR 97225

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8625 SW CASCADE AVE STE 410, BEAVERTON, OR 97008 (Mailing) View Map

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Form 5500

8625 SW Cascade Ave, Suite 410, Beaverton, Or 97008 (503) 444-7100 EIN:84-4409209 Plan Admin:Chris Hatfield

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameDEFINED WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$845,333 / $936,097	2022	DEFINED WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 4	$845,333 / $936,097
2021	Plan NameDEFINED WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$633,717 / $845,333	2021	DEFINED WEALTH MANAGEMENT 401(K) PLAN - Plan #001	3 / 3	$633,717 / $845,333
2020	Plan NameDEFINED WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $633,717	2020	DEFINED WEALTH MANAGEMENT 401(K) PLAN - Plan #001	0 / 3	$0 / $633,717

Benefit & Retirement Plans based on Form 5500.

Address Match:8625 Sw Cascade Ave Ste 410 Beaverton, OR

Bnc Wealth Management, LLC Registered in Oregon	Beaverton, OR Portland, OR	View Report
Bratson LLC Registered in Oregon	Beaverton, OR Portland, OR	View Report
Freeson LLC Registered in Oregon	Beaverton, OR Portland, OR	View Report
Jhz Holdings LTD Registered in Oregon	Beaverton, OR Portland, OR	View Report
Sab Holdings LTD Registered in Oregon	Beaverton, OR Portland, OR	View Report
Kevin Fredrickson Registered in Oregon	Beaverton, OR	View Report

Address Match:8625 Sw Cascade Ave Beaverton, OR

Anitian, Inc. Registered in California	Saint Paul, OR Beaverton, OR	View Report
Anitian, Inc. Registered in Florida	Beaverton, OR Plantation, FL	View Report
Law Offices of Clayton H. Morrison LLC Registered in Oregon	Beaverton, OR	View Report
Mason Financial Group, Inc. Registered in Oregon	Beaverton, OR	View Report
Morrison Law LLC Registered in Oregon	Beaverton, OR	View Report
Naranjo Law Firm LLC Registered in Oregon	Beaverton, OR	View Report
Smith Monroe Gray Engineers, Inc. Registered in Florida	Beaverton, OR	View Report
Smith Monroe Gray Engineers, Inc. Registered in Washington	Beaverton, OR	View Report
Smith Monroe Gray Engineers, Inc. Registered in New Mexico	Beaverton, OR	View Report
Taylor & Corder LLC Registered in Oregon	Beaverton, OR Portland, OR	View Report
The Stoneridge Foundation Registered in Oregon	Beaverton, OR	View Report
Vanderwall Law Office, LLC Registered in Oregon	Beaverton, OR	View Report
Vandys LLC Registered in Oregon	Beaverton, OR	View Report
Vincent J. Bernabei, LLC Registered in Oregon	Beaverton, OR	View Report
Smith Monroe Gray Engineers, Inc. Registered in Montana	Beaverton, OR Missoula, MT	View Report
David Bloomfield Agency LLC Registered in Oregon	Beaverton, OR	View Report
Northern Investment Group, Inc. Registered in Oregon	Apple Valley, CA Beaverton, OR	View Report
Trail Blazers Marketing, Inc. Registered in Oregon	Beaverton, OR	View Report
Anitian, Inc. Registered in Washington	Beaverton, OR Olympia, WA	View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

Company Summary