Blue Water Wealth, Inc.

Registered In: Oregon
Incorporation Date: 05/21/2012
Registration Type: Domestic
Company Type: Domestic Business Corporation
Status: Active
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Foster Garvey P.C. Registered Agent	121 SW MORRISON FL 11TH, PORTLAND, OR 97204 (Mailing)
Nancy Congdon President	7520 SW BEL AIR DR, BEAVERTON, OR 97008
Nancy Congdon Secretary	7520 SW BEL AIR DR, BEAVERTON, OR 97008
Nancy Congdon INDIVIDUAL WITH DIRECT KNOWLEDGE	7520 SW BEL AIR DR, BEAVERTON, OR 97008

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6600 SW 92ND AVE STE 100, PORTLAND, OR 97223 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).

Blue Water Wealth	Portland, OR Portland, OR
Bww	Portland, OR

Financial Information for Blue Water Wealth, Inc.

Form 5500

BLUE WATER WEALTH, INC.

6600 SW 92nd Avenue, Suite 100, Portland, Or 97223 (503) 296-8700 EIN:45-5320979 Plan Admin:Nancy Congdon

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBLUE WATER WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY27 / 25 Assets BOY/EOY$1,444,520 / $1,762,861	2023	BLUE WATER WEALTH 401(K) PLAN - Plan #001	27 / 25	$1,444,520 / $1,762,861
2022	Plan NameBLUE WATER WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY24 / 27 Assets BOY/EOY$1,630,700 / $1,444,520	2022	BLUE WATER WEALTH 401(K) PLAN - Plan #001	24 / 27	$1,630,700 / $1,444,520
2021	Plan NameBLUE WATER WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY17 / 24 Assets BOY/EOY$612,535 / $1,630,700	2021	BLUE WATER WEALTH 401(K) PLAN - Plan #001	17 / 24	$612,535 / $1,630,700
2020	Plan NameBLUE WATER WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY17 / 17 Assets BOY/EOY$452,898 / $612,535	2020	BLUE WATER WEALTH 401(K) PLAN - Plan #001	17 / 17	$452,898 / $612,535
2019	Plan NameBLUE WATER WEALTH 401(K) PLAN Plan #001 Participants BOY/EOY16 / 17 Assets BOY/EOY$375,739 / $452,898	2019	BLUE WATER WEALTH 401(K) PLAN - Plan #001	16 / 17	$375,739 / $452,898

Benefit & Retirement Plans based on Form 5500.

PPP Loans

BLUE WATER WEALTH, INC.

9755 SW Barnes Rd, Portland, Or 97225-6609 Industry:Administrative Management and General Management Consulting Services Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
07/20/2020	Approved$172,100 Forgiven$173,581 LenderUmpqua Bank Jobs10	07/20/2020	$172,100	$173,581	Umpqua Bank	10

PPP Loans based on Paycheck Protection Program.

Address Match:6600 Sw 92nd Ave Portland, OR

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The following government agencies have contributed data:

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

Blue Water Wealth, Inc.

Company Summary

Financial Information for Blue Water Wealth, Inc.

BLUE WATER WEALTH, INC.

BLUE WATER WEALTH, INC.