Sherpa Wealth Strategies, LLC

Brian K Stallcop Registered Agent	2433 NW QUINN CREEK LP, BEND, OR 97703 (View Past Addresses)
Brian K Stallcop Member	12433 NW QUINN CREEK LP, BEND, OR 97703

444 NE NORTON AVE STE 101, BEND, OR 97701 View Map

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Form 5500

444 NE Norton Avenue STE 101, Bend, Or 97701 (541) 633-7728 EIN:45-3370518 Plan Admin:Brian K. Stallcop

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameSHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$658,623 / $637,934	2022	SHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN - Plan #001	4 / 5	$658,623 / $637,934
2021	Plan NameSHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$540,775 / $658,623	2021	SHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN - Plan #001	4 / 4	$540,775 / $658,623
2020	Plan NameSHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$438,423 / $540,775	2020	SHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN - Plan #001	4 / 4	$438,423 / $540,775
2019	Plan NameSHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$308,514 / $438,423	2019	SHERPA WEALTH STRATEGIES, LLC RETIREMENT PLAN - Plan #001	3 / 4	$308,514 / $438,423

Benefit & Retirement Plans based on Form 5500.

PPP Loans

19800 Village Ct, Bend, Or 97702 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$15,485 Forgiven$15,574 LenderU.S. Bank, National Association Jobs2	05/01/2020	$15,485	$15,574	U.S. Bank, National Association	2

PPP Loans based on Paycheck Protection Program.

Address Match:444 Ne Norton Ave Ste 101 Bend, OR

Sherpa Property Management LLC Registered in Oregon	Bend, OR		View Report

Address Match:444 Ne Norton Ave Bend, OR

Healing Response Acupuncture & Intefrative Medicine, P.C. Registered in Oregon	Bend, OR		View Report

Street Match:Ne Norton Ave Bend, OR

Bend Whole Health Pc Registered in Oregon	Bend, OR	View Report
Blooming Being Yoga, LLC Registered in Oregon	Bend, OR	View Report
Cascadia Magazine Company LLC Registered in Oregon	Bend, OR	View Report
Chris P. Coulter Ventures LLC Registered in Oregon	Bend, OR	View Report
Cool Runnings LLC Registered in Oregon	Bend, OR	View Report
Cpc1 LLC Registered in Oregon	Bend, OR	View Report
Despain Design Co. LLC Registered in Oregon	Bend, OR	View Report
Flower Girl Farm LLC Registered in Oregon	Bend, OR	View Report
Juniper Parent Teacher Organization Registered in Oregon	Bend, OR	View Report
Kristin Brooks, Pmhnp, LLC Registered in Oregon	Bend, OR	View Report
Running Pronghorn Services, Inc. Registered in Oregon	Bend, OR	View Report
336 Ne Norton Avenue, LLC Registered in Oregon	Bend, OR	View Report
Excursion Sublime, LLC Registered in Oregon	Bend, OR	View Report
Heartwood Coffee LLC Registered in Oregon	Bend, OR	View Report
Motherwise Community Birth Center, LLC Registered in Oregon	Bend, OR	View Report
Natural Edge Furniture, Inc. Registered in Oregon	Bend, OR	View Report
O'hairs Salon, LLC Registered in Oregon	Bend, OR	View Report
Oginali Investments LLC Registered in Oregon	Bend, OR	View Report
Oregon Legal Invest, LLC Registered in Oregon	Bend, OR	View Report
Volunteer Connect Registered in Oregon	Bend, OR Sisters, 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