Bluewater Financial, Inc.

Medford, OR

Oregon

Registered In

09/09/2010

Incorp. Date

Company Summary

Bluewater Financial, Inc. at 714 Cardley Ave, Medford, Or 97504 lists Bart Lewellyn of Medford, OR as the associate.

Overview

Registered In

Oregon

Incorporation Date

09/09/2010

Company Type

Domestic Business Corporation

Status

Active

Registration Type

Domestic

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People

Eric Stark Registered Agent	201 W MAIN STE 1B, MEDFORD, OR 97501
Bart Lewellyn President	714 CARDLEY AVE, MEDFORD, OR 97504
Bart Lewellyn Secretary	714 CARDLEY AVE, MEDFORD, OR 97504

Map & Locations

714 CARDLEY AVE, MEDFORD, OR 97504 View Map

Alias/DBA

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).

Lewellyn Financial Management

Medford, OR

Financials

Financial Information for Bluewater Financial, Inc.

Form 5500

BLUEWATER FINANCIAL, INC.

714 Cardley Ave, Medford, Or 97504 (541) 772-1380 EIN:27-3547729 Plan Admin:Bart Lewellyn

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBLUEWATER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$971,624 / $1,430,810	2023	BLUEWATER FINANCIAL, INC. 401(K) PLAN - Plan #001	3 / 3	$971,624 / $1,430,810
2023	Plan NameBLUEWATER FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$258,069 / $504,590	2023	BLUEWATER FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$258,069 / $504,590
2022	Plan NameBLUEWATER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$1,179,546 / $971,624	2022	BLUEWATER FINANCIAL, INC. 401(K) PLAN - Plan #001	3 / 3	$1,179,546 / $971,624
2022	Plan NameBLUEWATER FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$247,383 / $258,069	2022	BLUEWATER FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$247,383 / $258,069
2021	Plan NameBLUEWATER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$943,861 / $1,179,546	2021	BLUEWATER FINANCIAL, INC. 401(K) PLAN - Plan #001	3 / 3	$943,861 / $1,179,546
2021	Plan NameBLUEWATER FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$120,000 / $247,383	2021	BLUEWATER FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	3 / 3	$120,000 / $247,383
2020	Plan NameBLUEWATER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$722,545 / $943,861	2020	BLUEWATER FINANCIAL, INC. 401(K) PLAN - Plan #001	3 / 3	$722,545 / $943,861
2020	Plan NameBLUEWATER FINANCIAL, INC. CASH BALANCE PLAN Plan #002 Participants BOY/EOY0 / 3 Assets BOY/EOY$0 / $120,000	2020	BLUEWATER FINANCIAL, INC. CASH BALANCE PLAN - Plan #002	0 / 3	$0 / $120,000
2019	Plan NameBLUEWATER FINANCIAL, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$531,019 / $722,545	2019	BLUEWATER FINANCIAL, INC. 401(K) PLAN - Plan #001	3 / 3	$531,019 / $722,545

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BLUEWATER FINANCIAL INC

714 Cardley Ave, MEDFORD, OR 97504-6124

Loan Date	Approved	Forgiven	Lender	Jobs
04/07/2020	Approved$62,500 Forgiven$63,092 LenderPeople's Bank of Commerce Jobs5	04/07/2020	$62,500	$63,092	People's Bank of Commerce	5

PPP Loans based on Paycheck Protection Program.

Linked Companies

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Person/City Match:Bart Lewellyn - Medford, OR

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Sources

The following government agencies have contributed data:

• Oregon Secretary of State • U.S. Department of Labor • U.S. Small Business Administration