Wagner Financial, LLC
Oregon
Registered In
07/25/2011
Incorp. Date
Company Summary
Wagner Financial, LLC at 5285 Meadows Rd STE 310, Lake Oswego, Or 97035 lists Sandra Wagner of Newberg, OR as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Sandra Wagner
Registered Agent
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4403 NE BIRDHAVEN LOOP, NEWBERG, OR 97132
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Sandra Wagner
Manager
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4403 NE BIRDHAVEN LOOP, NEWBERG, OR 97132
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5285 MEADOWS RD STE 310, 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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Wagner Planning
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Newberg, OR Lake Oswego, OR | ||
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Wagner Planning & Investments
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Newberg, OR |
Financial Information for Wagner Financial, LLC
Form 5500
WAGNER FINANCIAL LLC
5285 Meadows Rd STE 310, Lake Oswego, Or 97035 (503) 342-0038 EIN:47-2450134 Plan Admin:Sandra Wagner| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameWAGNER FINANCIAL LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$364,417 / $486,262 | 2023 | WAGNER FINANCIAL LLC 401(K) P/S PLAN - Plan #001 | 8 / 8 | $364,417 / $486,262 |
| 2022 | Plan NameWAGNER FINANCIAL LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$297,081 / $364,417 | 2022 | WAGNER FINANCIAL LLC 401(K) P/S PLAN - Plan #001 | 7 / 8 | $297,081 / $364,417 |
| 2021 | Plan NameWAGNER FINANCIAL LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$165,804 / $297,081 | 2021 | WAGNER FINANCIAL LLC 401(K) P/S PLAN - Plan #001 | 5 / 6 | $165,804 / $297,081 |
| 2020 | Plan NameWAGNER FINANCIAL LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$72,414 / $165,804 | 2020 | WAGNER FINANCIAL LLC 401(K) P/S PLAN - Plan #001 | 5 / 4 | $72,414 / $165,804 |
| 2019 | Plan NameWAGNER FINANCIAL LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $72,414 | 2019 | WAGNER FINANCIAL LLC 401(K) P/S PLAN - Plan #001 | 5 / 5 | $0 / $72,414 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
Address Match:5285 Meadows Rd Lake Oswego, OR
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Person/City Match:Sandra Wagner - Newberg, OR
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor
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