Orca Investment Management, LLC

Lake Oswego, OR

Oregon

Registered In

05/02/2007

Incorp. Date

Company Summary

Orca Investment Management, LLC at 6 Centerpointe Dr STE 300, Lake Oswego, Or 97035 lists Shawn P Willard of Lake Oswego, OR as the associate.

Registered In: Oregon
Incorporation Date: 05/02/2007
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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TT Administrative Services, Llc Registered Agent	888 SW 5TH AVE STE 1600, PORTLAND, OR 97204 (Mailing) (View Past Addresses)
Shawn P Willard Member	6 CENTERPOINTE DR STE 300, LAKE OSWEGO, OR 97035

6 CENTERPOINTE DR STE 300, LAKE OSWEGO, OR 97035 View Map

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Cygnus Capital

Lake Oswego, OR

Financial Information for Orca Investment Management, LLC

Form 5500

ORCA INVESTMENT MANAGEMENT, LLC

6 Centerpointe Drive Suite 300, Lake Oswego, Or 97035 (503) 582-9500 EIN:27-1604764 Plan Admin:Sheryl Sussex

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameORCA INVESTMENT MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,407,197 / $2,103,091	2022	ORCA INVESTMENT MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN - Plan #001	7 / 7	$2,407,197 / $2,103,091
2021	Plan NameORCA INVESTMENT MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$2,074,656 / $2,407,197	2021	ORCA INVESTMENT MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN - Plan #001	7 / 7	$2,074,656 / $2,407,197
2020	Plan NameORCA INVESTMENT MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,431,768 / $2,074,656	2020	ORCA INVESTMENT MANAGEMENT, LLC SAVINGS AND RETIREMENT PLAN - Plan #001	8 / 7	$1,431,768 / $2,074,656
2019	Plan NameORCA INVESTMENT MANAGEMENT LLC SAVINGS AND RETIREMENT PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$0 / $0	2019	ORCA INVESTMENT MANAGEMENT LLC SAVINGS AND RETIREMENT PLAN - Plan #001	8 / 8	$0 / $0

Benefit & Retirement Plans based on Form 5500.

PPP Loans

ORCA INVESTMENT MANAGEMENT, LLC

6 Centerpointe Dr., Suite 3, Lake Oswego, OR 97035 Ethnicity:Not Hispanic or Latino

Loan Date	Approved	Forgiven	Lender	Jobs
04/10/2020	Approved$41,500 Forgiven$41,755 LenderLive Oak Banking Company Jobs3	04/10/2020	$41,500	$41,755	Live Oak Banking Company	3

PPP Loans based on Paycheck Protection Program.

Address Match:6 Centerpointe Dr Ste 300 Lake Oswego, OR

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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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