Nw Wealth Planning, LLC

Salem, OR

Oregon

Registered In

12/20/2007

Incorp. Date

Company Summary

Nw Wealth Planning, LLC at 500 Liberty ST SE # 310, Salem, Or 97301 lists Larry Hanslits of Salem, OR as the associate.

Registered In: Oregon
Incorporation Date: 12/20/2007
Registration Type: Domestic
Company Type: Domestic Limited Liability Company
Status: Active
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Larry Hanslits Registered Agent	500 LIBERTY ST SE # 310, SALEM, OR 97301
Larry Hanslits Member	500 LIBERTY ST SE # 310, SALEM, OR 97301

500 LIBERTY ST SE # 310, SALEM, OR 97301 View Map
500 LIBERTY ST SE STE 310, SALEM, OR 97301 (Mailing) 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).

Kelemen Advisory Associates, Llc	Salem, OR
Ron Kelemen, Cfp	Salem, OR

Financial Information for Nw Wealth Planning, LLC

Form 5500

NW WEALTH PLANNING LLC

500 Liberty Street SE #310, Salem, Or 97301 (503) 371-3333 EIN:26-1622242 Plan Admin:Larry Hanslits

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameNW WEALTH PLANNING LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$690,465 / $1,051,685	2023	NW WEALTH PLANNING LLC RETIREMENT PLAN - Plan #001	6 / 6	$690,465 / $1,051,685
2022	Plan NameNW WEALTH PLANNING LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$597,635 / $690,465	2022	NW WEALTH PLANNING LLC RETIREMENT PLAN - Plan #001	7 / 6	$597,635 / $690,465
2021	Plan NameNW WEALTH PLANNING LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$572,372 / $597,635	2021	NW WEALTH PLANNING LLC RETIREMENT PLAN - Plan #001	7 / 7	$572,372 / $597,635
2020	Plan NameNW WEALTH PLANNING LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$339,023 / $572,372	2020	NW WEALTH PLANNING LLC RETIREMENT PLAN - Plan #001	6 / 6	$339,023 / $572,372

Benefit & Retirement Plans based on Form 5500.

PPP Loans

NW WEALTH PLANNING LLC

500 LIBERTY ST S. Suite 310, SALEM, OR 97301-3890 Ethnicity:Not Hispanic or Latino Race:White

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$105,700 Forgiven$106,615 LenderOregon Pacific Banking Company dba Oregon Pacific Bank Jobs6	04/28/2020	$105,700	$106,615	Oregon Pacific Banking Company dba Oregon Pacific Bank	6

PPP Loans based on Paycheck Protection Program.

Address Match:500 Liberty St Se Salem, 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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