Zivney Financial Group, LLC
Oregon
Registered In
01/16/2007
Incorp. Date
Company Summary
Zivney Financial Group, LLC at 25 NW Irving Ave, Bend, Or 97703 lists Linda Zivney of Bend, OR as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Linda Zivney
Registered Agent
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60210 RIDGEVIEW DR E, BEND, OR 97702
(View Past Addresses)
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Linda Zivney
Member
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60210 RIDGEVIEW DR E, BEND, OR 97702
(View Past Addresses)
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25 NW IRVING AVE, BEND, OR 97703
View Map
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Financial Information for Zivney Financial Group, LLC
Form 5500
ZIVNEY FINANCIAL GROUP LLC
25 NW Irving Ave, Bend, Or 97703 (541) 330-7590 EIN:20-8227940 Plan Admin:Linda Zivney| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 1 Assets BOY/EOY$852,885 / $1,347,473 | 2023 | ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN - Plan #002 | 3 / 1 | $852,885 / $1,347,473 |
| 2023 | Plan NameZIVNEY FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 0 Assets BOY/EOY$1,223,095 / $0 | 2023 | ZIVNEY FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 0 | $1,223,095 / $0 |
| 2022 | Plan NameZIVNEY FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,396,925 / $1,223,095 | 2022 | ZIVNEY FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $1,396,925 / $1,223,095 |
| 2022 | Plan NameZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$467,740 / $852,885 | 2022 | ZIVNEY FINANCIAL GROUP, LLC CASH BALANCE PLAN - Plan #002 | 3 / 3 | $467,740 / $852,885 |
| 2021 | Plan NameZIVNEY FINANCIAL GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,127,476 / $1,396,925 | 2021 | ZIVNEY FINANCIAL GROUP, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $1,127,476 / $1,396,925 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ZIVNEY FINANCIAL GROUP LLC
25 NW Irving Ave., BEND, OR 97703| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$47,373 Forgiven$47,937 LenderFirst Interstate Bank Jobs3 | 04/14/2020 | $47,373 | $47,937 | First Interstate Bank | 3 |
PPP Loans based on Paycheck Protection Program.
Person/City Match:Linda Zivney - Bend, OR
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37 Nw Irving, LLC
Registered in Oregon
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Bend, OR | View Report | |
|
Ltz, LLC
Registered in Oregon
|
Bend, OR | View Report | |
|
Quota International of Bend
Registered in Oregon
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Bend, OR | View Report |
Street Match:Nw Irving Ave Bend, OR
The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor U.S. Small Business Administration
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