Mcs Financial Advisors, LLC

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.

Registered In
Oregon
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active
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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
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750 NW CHARBONNEAU ST STE 201, BEND, OR 97703 View Map
PO BOX 10567, EUGENE, OR 97440 (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).

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

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.
Address Match:750 Nw Charbonneau St Bend, OR
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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor
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