Wicks Emmett LLP

Brian F Menefee Partner	2661 CLEVELAND HILL RD, ROSEBURG, OR 97471 (View Past Addresses)
H Charles Chappell Partner	235 CROSS CREEK DR, ROSEBURG, OR 97471 (View Past Addresses)
James Treanor-Weaver Partner	4526 RESTON RD, ROSEBURG, OR 97471
Rebecca I Simpson Partner	1314 CENTER DR # 405, MEDFORD, OR 97501
Steve B Oleson Partner	230 OLESON LN, ROSEBURG, OR 97471

358 NE WINCHESTER, ROSEBURG, OR 97470 View Map
PO BOX 2350, ROSEBURG, OR 97470 (Mailing) View Map

Form 5500

PO Box 2350, Roseburg, Or 97470 (541) 673-4423 EIN:93-0718861 Plan Admin:James Treanor-Weaver

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWICKS EMMETT LLP 401(K) PLAN Plan #001 Participants BOY/EOY41 / 40 Assets BOY/EOY$3,481,577 / $3,934,389	2023	WICKS EMMETT LLP 401(K) PLAN - Plan #001	41 / 40	$3,481,577 / $3,934,389
2022	Plan NameWICKS EMMETT LLP 401(K) PLAN Plan #001 Participants BOY/EOY38 / 41 Assets BOY/EOY$4,183,253 / $3,481,577	2022	WICKS EMMETT LLP 401(K) PLAN - Plan #001	38 / 41	$4,183,253 / $3,481,577
2021	Plan NameWICKS EMMETT LLP 401(K) PLAN Plan #001 Participants BOY/EOY39 / 38 Assets BOY/EOY$3,594,443 / $4,183,253	2021	WICKS EMMETT LLP 401(K) PLAN - Plan #001	39 / 38	$3,594,443 / $4,183,253
2020	Plan NameWICKS EMMETT LLP 401(K) PLAN Plan #001 Participants BOY/EOY39 / 39 Assets BOY/EOY$2,919,968 / $3,594,443	2020	WICKS EMMETT LLP 401(K) PLAN - Plan #001	39 / 39	$2,919,968 / $3,594,443
2019	Plan NameWICKS EMMETT LLP 401(K) PLAN Plan #001 Participants BOY/EOY36 / 39 Assets BOY/EOY$2,590,727 / $2,919,968	2019	WICKS EMMETT LLP 401(K) PLAN - Plan #001	36 / 39	$2,590,727 / $2,919,968

Benefit & Retirement Plans based on Form 5500.

PPP Loans

358 NE Winchester St, Roseburg, OR 97470-3327 Industry:Offices of Certified Public Accountants Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
02/17/2021	Approved$371,886 Forgiven$374,382 LenderUmpqua Bank Jobs25	02/17/2021	$371,886	$374,382	Umpqua Bank	25
04/13/2020	Approved$383,300 Forgiven$385,631 LenderUmpqua Bank Jobs31	04/13/2020	$383,300	$385,631	Umpqua Bank	31

PPP Loans based on Paycheck Protection Program.

Address Match:358 Ne Winchester Roseburg, OR

Chw, LLC Registered in Oregon	Roseburg, OR	View Report
Dcipa Network, LLC Registered in Oregon	Roseburg, OR	View Report
Douglas County Individual Practice Association, Inc. Registered in Oregon	Roseburg, OR	View Report
Global Technology, Inc. Registered in Oregon	Roseburg, OR	View Report
Linn Benton Utility Coordinating Council Registered in Oregon	Albany, OR Roseburg, OR	View Report
Reis, LLC Registered in Oregon	Eugene, OR Roseburg, OR	View Report
Wicks Emmett Holdings, LLC Registered in Oregon	Roseburg, OR	View Report
Dhn, LLC Registered in Oregon	Roseburg, OR	View Report
Dme, LLC Registered in Oregon	Roseburg, OR	View Report
Douglas Medical Equipment Supply LLC Registered in Oregon	Roseburg, OR	View Report
Dps Equipment Company, LLC Registered in Oregon	Roseburg, OR	View Report
Monitorx, LLC Registered in Oregon	Roseburg, OR	View Report
Optima, LLC Registered in Oregon	Roseburg, OR	View Report
Procility Health, LLC Registered in Oregon	Eugene, OR Roseburg, OR	View Report
Willinda Ridge Homeowners' Association, Inc. Registered in Oregon	Roseburg, OR	View Report

Address Match:Po Box 2350 Roseburg, OR

Applegate Appraisal Services Inc. Registered in Oregon	Roseburg, OR Wilbur, OR	View Report
Diamond Lake Improvement Company Registered in Oregon	Diamond Lake, OR Roseburg, OR	View Report
Lkw, LLC Registered in Oregon	Roseburg, OR	View Report
South Coast Utility Coordinating Council Registered in Oregon	Coos Bay, OR Roseburg, OR	View Report
Wicks Emmett Bentley LLC Registered in Oregon	Roseburg, OR	View Report
Alaire Aviation, LLC Registered in Oregon	Roseburg, OR	View Report
Must Buy Technology, LLC Registered in Oregon	Eugene, OR Roseburg, OR	View Report
Vargas-Bozo, Inc. Registered in Oregon	Roseburg, OR	View Report
Wicks, Hatfield & Chappell LLP Registered in Oregon	Roseburg, OR	View Report

Person/City Match:H Charles Chappell - Roseburg, OR

A-1 Plumbing Department Inc. Registered in Oregon	Roseburg, OR		View Report
Trout Wealth Management, LLC Registered in Oregon	Roseburg, OR		View Report

The following government agencies have contributed data:

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

Company Summary