Mustard Financial Services, Inc.

James Mustard Registered Agent	1400 NW MARSHALL ST UNIT 331, PORTLAND, OR 97209 (View Past Addresses)
James P Mustard President	1400 NW MARSHALL ST UNIT 331, PORTLAND, OR 97209 (View Past Addresses)
James P Mustard Secretary	1400 NW MARSHALL ST UNIT 331, PORTLAND, OR 97209 (View Past Addresses)

1400 NW MARSHALL ST # 331, PORTLAND, OR 97209 View Map
PO BOX 1823, BEAVERTON, OR 97075 (Mailing) View Map

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Form 5500

PO Box 1823, Beaverton, Or 97075 (971) 420-1472 EIN:93-1235277 Plan Admin:Shelley Lindahl

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$353,261 / $398,978	2023	MUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$353,261 / $398,978
2022	Plan NameMUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$404,774 / $353,261	2022	MUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$404,774 / $353,261
2021	Plan NameMUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$347,963 / $404,774	2021	MUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$347,963 / $404,774
2020	Plan NameMUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$291,263 / $347,963	2020	MUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$291,263 / $347,963
2019	Plan NameMUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$231,765 / $291,263	2019	MUSTARD FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$231,765 / $291,263

Benefit & Retirement Plans based on Form 5500.

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Address Match:1400 Nw Marshall St Portland, OR

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Address Match:Po Box 1823 Beaverton, OR

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Person/City Match:James Mustard - Portland, OR

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The following government agencies have contributed data:

Oregon Secretary of State U.S. Department of Labor

Company Summary