Williston Financial Group LLC
Oregon
Registered In
03/22/2010
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction
Company Summary
Williston Financial Group LLC at 12909 SW 68th Pkwy STE 350, Portland, Or 97223 lists Steven Ozonian and Daniel Haspel of Portland, OR as associates.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Delaware
- Company Type
- Foreign Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Corporation Service Company
Registered Agent
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1127 BROADWAY ST NE STE 310, SALEM, OR 97301
(Mailing)
(View Past Addresses)
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Steven Ozonian
Manager
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12909 SW 68TH PKWY STE 350, PORTLAND, OR 97223
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Daniel Haspel
Manager
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12909 SW 68TH PKWY STE 350, PORTLAND, OR 97223
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Patrick Stone
Manager
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12909 SW 68TH PKWY STE 350, PORTLAND, OR 97223
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12909 SW 68TH PKWY STE 350, PORTLAND, OR 97223
View Map
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Financial Information for Williston Financial Group LLC
Form 5500
WILLISTON FINANCIAL GROUP, LLC
12909 SW 68th Parkway Suite 350, Portland, Or 97223 (503) 431-8533 EIN:27-1434397 Plan Admin:Julie Spisak| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameWILLISTON FINANCIAL GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY1,692 / 1,561 Assets BOY/EOY$68,990,545 / $61,229,981 | 2022 | WILLISTON FINANCIAL GROUP LLC 401(K) PLAN - Plan #001 | 1,692 / 1,561 | $68,990,545 / $61,229,981 |
| 2022 | Plan NameWILLISTON FINANCIAL GROUP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY1,559 / 0 Assets BOY/EOY$0 / $0 | 2022 | WILLISTON FINANCIAL GROUP HEALTH AND WELFARE PLAN - Plan #501 | 1,559 / 0 | $0 / $0 |
| 2021 | Plan NameWILLISTON FINANCIAL GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY1,560 / 1,692 Assets BOY/EOY$52,627,114 / $68,990,545 | 2021 | WILLISTON FINANCIAL GROUP LLC 401(K) PLAN - Plan #001 | 1,560 / 1,692 | $52,627,114 / $68,990,545 |
| 2021 | Plan NameWILLISTON FINANCIAL GROUP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY1,480 / 0 Assets BOY/EOY$0 / $0 | 2021 | WILLISTON FINANCIAL GROUP HEALTH AND WELFARE PLAN - Plan #501 | 1,480 / 0 | $0 / $0 |
| 2020 | Plan NameWILLISTON FINANCIAL GROUP LLC 401(K) PLAN Plan #001 Participants BOY/EOY1,356 / 1,560 Assets BOY/EOY$37,307,453 / $52,627,114 | 2020 | WILLISTON FINANCIAL GROUP LLC 401(K) PLAN - Plan #001 | 1,356 / 1,560 | $37,307,453 / $52,627,114 |
Benefit & Retirement Plans based on Form 5500.
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor
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