Mcs Financial Advisors, LLC

Bend, OR

Oregon

Registered In

02/02/2009

Incorp. Date

Company Summary

Mcs Financial Advisors, LLC at 750 NW Charbonneau ST STE 201, Bend, Or 97703 lists Michael C Stalker and Deborah G Stalker of Bend, OR as the associates.

Overview

Registered In

Oregon

Incorporation Date

02/02/2009

Company Type

Domestic Limited Liability Company

Status

Active

Registration Type

Domestic

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People

Watkinson Laird Rubenstein, P.C. Registered Agent	1203 WILLAMETTE ST STE 200, EUGENE, OR 97401 (Mailing)
Michael C Stalker Member	750 NW CHARBONNEAU ST STE 201, BEND, OR 97703
Deborah G Stalker Member	750 NW CHARBONNEAU ST STE 201, BEND, OR 97703

Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

750 NW CHARBONNEAU ST STE 201, BEND, OR 97703 View Map
PO BOX 10567, EUGENE, OR 97440 (Mailing) View Map

Alias/DBA

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).

Mcs Family Wealth Advisors	Eugene, OR
Mcs Financial Advisors	Eugene, OR Bend, OR
Mcs Financial Wealth Advisors	Eugene, OR

Financials

Financial Information for Mcs Financial Advisors, LLC

Form 5500

MCS FINANCIAL ADVISORS, LLC

750 NW Charbonneau St. Suite 201, Bend, Or 97703 (541) 345-7023 EIN:26-3954320 Plan Admin:Michael Stalker

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$6,221,337 / $6,670,191	2023	MCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 4	$6,221,337 / $6,670,191
2022	Plan NameMCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$6,202,376 / $6,221,337	2022	MCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$6,202,376 / $6,221,337
2021	Plan NameMCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$6,100,695 / $6,202,376	2021	MCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$6,100,695 / $6,202,376
2020	Plan NameMCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,553,168 / $6,100,695	2020	MCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$2,553,168 / $6,100,695
2020	Plan NameMCS FINANCIAL ADVISORS DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 0 Assets BOY/EOY$3,234,069 / $0	2020	MCS FINANCIAL ADVISORS DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 0	$3,234,069 / $0
2019	Plan NameMCS FINANCIAL ADVISORS DEFINED BENEFIT PENSION PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,952,824 / $3,234,069	2019	MCS FINANCIAL ADVISORS DEFINED BENEFIT PENSION PLAN - Plan #002	2 / 2	$2,952,824 / $3,234,069
2019	Plan NameMCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,396,136 / $2,553,168	2019	MCS FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001	3 / 3	$2,396,136 / $2,553,168

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor