Capital Financial Planners
Oregon
Registered In
10/12/2005
Incorp. Date
Company Summary
Capital Financial Planners at 1640 Liberty ST Se, Salem, Or 97302 lists Judith H Heltzel of Salem, OR as the associate.
Overview
Registered In
Oregon
Incorporation Date
Company Type
Assumed Business Name
Status
Inactive
Registration Type
Domestic
Search Other Resources
People
|
Judith H Heltzel
REGISTRANT
|
3411 COUNTRY CLUB DR S, SALEM, OR 97302
|
|
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Judith H Heltzel
AUTHORIZED REPRESENTATIVE
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3411 COUNTRY CLUB DR S, SALEM, OR 97302
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Map & Locations
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1640 LIBERTY ST SE, SALEM, OR 97302
View Map
|
Financials
Financial Information for Capital Financial Planners
Form 5500
CAPITAL FINANCIAL PLANNERS, LLC
1640 Liberty St. Se, Salem, Or 97302 (503) 585-1067 EIN:20-8352340 Plan Admin:Barrigan Nelson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameTHE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$475,229 / $591,866 | 2023 | THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA - Plan #001 | 4 / 4 | $475,229 / $591,866 |
| 2022 | Plan NameTHE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$501,978 / $475,229 | 2022 | THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA - Plan #001 | 4 / 4 | $501,978 / $475,229 |
| 2021 | Plan NameTHE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$395,006 / $501,978 | 2021 | THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA - Plan #001 | 4 / 4 | $395,006 / $501,978 |
| 2020 | Plan NameTHE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$313,094 / $395,006 | 2020 | THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA - Plan #001 | 4 / 4 | $313,094 / $395,006 |
| 2019 | Plan NameTHE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$223,169 / $313,094 | 2019 | THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA - Plan #001 | 4 / 4 | $223,169 / $313,094 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Related Business Names:
|
Capital Financial Planners, LLC
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|
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|
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|
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Address Match:1640 Liberty St Se Salem, OR
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Capfina Building, LLC
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South Salem Rotary Foundation
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Person/City Match:Judith H Heltzel - Salem, OR
|
Heltzel, CO.
Registered in Oregon
|
Salem, OR | View Report |
Street Match:Liberty St Se Salem, OR
|
Cb Two Architects, LLC.
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|
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Indigo Medical Massage LLC
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|
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Jorgensen Legal, P.C.
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|
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|
Keith J. Bauer, P.C.
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|
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|
Liberty Street Office Building, LLC
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|
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|
Ljk Investigations, LLC
Registered in Washington
|
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|
Randall W. Snow, LLC
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|
Salem, OR | View Report | |
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Roaring LLC
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|
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Salem Wellness Center LLC
Registered in Oregon
|
Salem, OR | View Report | |
|
Suniga Family L.L.C.
Registered in Oregon
|
Salem, OR | View Report | |
|
The Tualatin Group, LLC
Registered in Oregon
|
Salem, OR | View Report | |
|
Cb Two Construction Northwest, Inc.
Registered in California
|
Salem, OR Los Angeles, CA | View Report | |
|
Donald J. Paluska, D.M.D., P.C.
Registered in Oregon
|
Salem, OR | View Report | |
|
Eagle View Estates, LLC
Registered in Oregon
|
Salem, OR | View Report | |
|
Jpl Remodeling, LLC
Registered in Oregon
|
Keizer, OR Salem, OR | View Report | |
|
Life Harmony LLC
Registered in Oregon
|
Salem, OR | View Report | |
|
Propaganda, Inc.
Registered in Oregon
|
Salem, OR | View Report | |
|
Stefani Photography, Inc.
Registered in Oregon
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Ulynk LLC
Registered in Oregon
|
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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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