Thompson Advisory Services

Troy Ellis Thompson REGISTRANT	3105 SE CLINTON ST, PORTLAND, OR 97202
Troy Ellis Thompson AUTHORIZED REPRESENTATIVE	3105 SE CLINTON ST, PORTLAND, OR 97202

3105 SE CLINTON ST, PORTLAND, OR 97202 View Map

Form 5500

3339 SE Division Street Suite B, Portland, Or 97202 (503) 234-0721 EIN:26-3777195 Plan Admin:Healthequity Retirement Services, Llc

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$808,350 / $757,882	2022	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$808,350 / $757,882
2021	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$655,267 / $808,350	2021	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$655,267 / $808,350
2020	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$143,353 / $655,267	2020	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$143,353 / $655,267
2019	Plan NameRETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC Plan #003 Participants BOY/EOY5 / 5 Assets BOY/EOY$74,322 / $143,353	2019	RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC - Plan #003	5 / 5	$74,322 / $143,353

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3339 SE Division Street Suite B, Portland, Or 97202

Loan Date	Approved	Forgiven	Lender	Jobs
04/28/2020	Approved$62,500 Forgiven$63,027 LenderWells Fargo Bank, National Association Jobs3	04/28/2020	$62,500	$63,027	Wells Fargo Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

Address Match:3105 Se Clinton St Portland, OR

3105 Clinton, LLC Registered in Oregon	Portland, OR Sherwood, OR (1 more)		View Report

Related Business Names:

Olsen & Thompson Investment Advisory Services, L.L.C. Registered in New Jersey		View Report
Thompson Advisory Services, LLC Registered in Oregon	Portland, OR	View Report
Thompson Advisory Services, LLC Registered in California	Portland, OR	View Report
Thompson Legal Advisory Services, P.C. Registered in California	San Francisco, CA	View Report
Thompson Advisory Services, LLC Registered in California	Portland, OR San Francisco, CA	View Report

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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

Company Summary