Blue Water Wealth, Inc. at 6600 SW 92nd Ave STE 100, Portland, Or 97223 lists Nancy Congdon of Beaverton, OR as the associate.
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Foster Garvey P.C.
Registered Agent
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121 SW MORRISON FL 11TH, PORTLAND, OR 97204
(Mailing)
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Nancy Congdon
President
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7520 SW BEL AIR DR, BEAVERTON, OR 97008
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Nancy Congdon
Secretary
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7520 SW BEL AIR DR, BEAVERTON, OR 97008
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Nancy Congdon
INDIVIDUAL WITH DIRECT KNOWLEDGE
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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).
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Blue Water Wealth
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Portland, OR Portland, OR | ||
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Bww
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Portland, OR |
| 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 |
| 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 |
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