American Fiduciary Services LLC

Oregon
Registered In
08/04/2020
Incorp. Date

Company Summary

American Fiduciary Services LLC at 650 NE Holladay ST STE 1600, Portland, Or 97232 lists John B Hall and Geoff B Winkler of Turner, OR as the associates.

Overview

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

Geoff B Winkler Registered Agent
6183 MILL CREEK RD SE, TURNER, OR 97392
John B Hall Member
PO BOX 283, TURNER, OR 97392
Geoff B Winkler Member
PO BOX 283, TURNER, OR 97392
Geoff B Winkler INDIVIDUAL WITH DIRECT KNOWLEDGE
PO BOX 283, TURNER, OR 97392
John B Hall INDIVIDUAL WITH DIRECT KNOWLEDGE
PO BOX 283, TURNER, OR 97392

Map & Locations

650 NE HOLLADAY ST STE 1600, PORTLAND, OR 97232 View Map
715 NW HOYT ST # 4364, PORTLAND, OR 97208 (Mailing) View Map
Showing current addresses only (2 of 4 total addresses). Create a free account to see the full address history

Financials

Financial Information for American Fiduciary Services LLC

Form 5500

AMERICAN FIDUCIARY SERVICES LLC

715 NW Hoyt St. #4364, Portland, Or 97208 (503) 949-0620 EIN:85-2341147 Plan Admin:Sara Bond
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameAMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 8 Assets BOY/EOY$284,717 / $598,063 2023 AMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN - Plan #001 5 / 8 $284,717 / $598,063
2023 Plan NameAMERICAN FIDUCIARY SERVICES LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 7 Assets BOY/EOY$0 / $101,869 2023 AMERICAN FIDUCIARY SERVICES LLC CASH BALANCE PLAN - Plan #002 4 / 7 $0 / $101,869
2022 Plan NameAMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$102,864 / $284,717 2022 AMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN - Plan #001 5 / 5 $102,864 / $284,717
2021 Plan NameAMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 5 Assets BOY/EOY$0 / $102,864 2021 AMERICAN FIDUCIARY SERVICES LLC 401(K) PLAN - Plan #001 2 / 5 $0 / $102,864
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor
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