Swanson Financial Services, Inc.
Oregon
Registered In
04/15/1999
Incorp. Date
Company Summary
Swanson Financial Services, Inc. at 4309 Oakridge Rd, Lake Oswego, Or 97035 lists David Swanson Sr and Michael R Higuera of Lake Oswego, OR as the associates.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Business Corporation
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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David D Swanson
Registered Agent
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4309 OAKRIDGE RD, LAKE OSWEGO, OR 97035
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David Swanson Sr
President
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4309 OAKRIDGE RD, LAKE OSWEGO, OR 97035
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Michael R Higuera
Secretary
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4309 OAKRIDGE RD, LAKE OSWEGO, OR 97035
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4309 OAKRIDGE RD, LAKE OSWEGO, OR 97035
View Map
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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).
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Fiduciary Retirement Planning Services
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Lake Oswego, OR Lake Oswego, OR | ||
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Retirement Learning Center
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Lake Oswego, OR | ||
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Swanson Financial
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Lake Oswego, OR | ||
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Swanson Tax Advisory Group
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Lake Oswego, OR |
Financial Information for Swanson Financial Services, Inc.
Form 5500
SWANSON FINANCIAL SERVICES, INC
4309 Oakridge Rd, Lake Oswego, Or 97035 (503) 603-9900 EIN:93-1267778 Plan Admin:Guideline, Inc.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameSWANSON FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY6 / 0 Assets BOY/EOY$162,993 / $6 | 2023 | SWANSON FINANCIAL SERVICES 401(K) PLAN - Plan #001 | 6 / 0 | $162,993 / $6 |
| 2022 | Plan NameSWANSON FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY8 / 6 Assets BOY/EOY$225,005 / $162,993 | 2022 | SWANSON FINANCIAL SERVICES 401(K) PLAN - Plan #001 | 8 / 6 | $225,005 / $162,993 |
| 2021 | Plan NameSWANSON FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$66,243 / $225,005 | 2021 | SWANSON FINANCIAL SERVICES 401(K) PLAN - Plan #001 | 8 / 8 | $66,243 / $225,005 |
| 2020 | Plan NameSWANSON FINANCIAL SERVICES 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $66,243 | 2020 | SWANSON FINANCIAL SERVICES 401(K) PLAN - Plan #001 | 7 / 8 | $0 / $66,243 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
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Swanson Insurance and Financial Services, Inc.
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|
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|
Swanson Financial Services, Inc.
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Swanson Financial Services, Inc.
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Paul, MN | View Report | |
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Swanson Financial Services, Inc.
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Ashland, WI | View Report |
Address Match:4309 Oakridge Rd Lake Oswego, OR
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Sf Commercial, LLC
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Swanson Tax Advisory Group
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|
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|
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Oakridge Travel Clinic
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|
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Oakridge Travel Clinic, Inc.
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|
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|
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Regenerative Health Solutions
Registered in Oregon
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Person/City Match:Michael R Higuera - Lake Oswego, OR
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Digital Inventory Services
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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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