Capital Financial Planners

Judith H Heltzel REGISTRANT	3411 COUNTRY CLUB DR S, SALEM, OR 97302
Judith H Heltzel AUTHORIZED REPRESENTATIVE	3411 COUNTRY CLUB DR S, SALEM, OR 97302

1640 LIBERTY ST SE, SALEM, OR 97302 View Map

Form 5500

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.

Address Match:1640 Liberty St Se Salem, OR

Capfina Building, LLC Registered in Oregon	Salem, OR	View Report
Capital Financial Planners, LLC Registered in Oregon	Salem, OR	View Report
South Salem Rotary Foundation Registered in Oregon	Salem, OR	View Report

Related Business Names:

Capital Financial Planners Registered in Missouri	Ballwin, MO	View Report
Capital Financial Planners, Inc. Registered in California	North Hollywood, CA North Palm Beach, FL (2 more)	View Report
Financial Planners Venture Capital Corporation Registered in California	Novato, CA	View Report

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. Registered in California	Salem, OR	View Report
Charter Properties, L.L.C., of Oregon Registered in Oregon	Salem, OR	View Report
Eye Care Properties, LLC Registered in Oregon	Salem, OR	View Report
Randall W. Snow, LLC Registered in Oregon	Salem, OR	View Report
Saucy & Snow Properties, 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
Canyon Wood Products, Inc. Registered in Oregon	Salem, OR	View Report
Eagle View Estates, LLC Registered in Oregon	Salem, OR	View Report
James D. Van Ness, P.C. Registered in Oregon	Salem, OR	View Report
Jpl Remodeling, LLC Registered in Oregon	Keizer, OR Salem, OR	View Report
Liberty Street Hair Design Inc. Registered in Oregon	Salem, OR	View Report
Mk3 Holdings LLC Registered in Oregon	Salem, OR	View Report
Propaganda, Inc. Registered in Oregon	Salem, OR	View Report
Stargazer Weddings & Events LLC Registered in Oregon	Salem, OR	View Report
The Henderson Group Hotel Company, LLC Registered in Oregon	Salem, OR	View Report
Varsity Club of Salem LLC Registered in Oregon	Salem, OR	View Report
Vip's Hotels, Inc. Registered in Idaho	Las Vegas, NV Salem, OR	View Report

The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

Company Summary