Northline Wealth Management, LLC

Bend, OR

Oregon

Registered In

04/30/2009

Incorp. Date

Company Summary

Northline Wealth Management, LLC at 15 SW Colorado Ave STE 4, Bend, Or 97702 lists Justin W Rae and Jeffrey E Stuermer of Bend, OR as the associates.

Jeffrey E Stuermer Registered Agent	15 SW COLORADO AVE STE 4, BEND, OR 97702
Justin W Rae Member	15 SW COLORADO AVE STE 4, BEND, OR 97702
Jeffrey E Stuermer Member	15 SW COLORADO AVE STE 4, BEND, OR 97702

15 SW COLORADO AVE STE 4, BEND, OR 97702 View Map

Form 5500

15 SW Colorado Ave STE 4, Bend, Or 97702 (541) 595-3937 EIN:26-4777817 Plan Admin:Jeffrey E. Stuermer

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameNORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0	2022	NORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$0 / $0
2021	Plan NameNORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$0 / $0	2021	NORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$0 / $0
2020	Plan NameNORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$553,017 / $691,759	2020	NORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 7	$553,017 / $691,759
2019	Plan NameNORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$433,062 / $553,017	2019	NORTHLINE WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001	6 / 7	$433,062 / $553,017

Benefit & Retirement Plans based on Form 5500.

PPP Loans

15 SW Colorado ave Suite 4, BEND, OR 97702-1229 Industry:Mortgage and Nonmortgage Loan Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$105,000 Forgiven$106,133 LenderUmpqua Bank Jobs7	04/28/2020	$105,000	$106,133	Umpqua Bank	7

PPP Loans based on Paycheck Protection Program.

Address Match:15 Sw Colorado Ave Ste 4 Bend, 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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