Phillips Burgess PLLC

Olympia, WA

Washington

Registered In

10/11/2011

Incorp. Date

Company Summary

Phillips Burgess PLLC at 111 21st Ave Sw, Olympia, Wa 98501 lists Trevor Zandell and Heather Burgess as the associates.

Phillips Burgess Pllc Registered Agent	111 21ST AVE SW, OLYMPIA, WA 98501
Trevor Zandell
Heather Burgess Governor

111 21ST AVE SW, OLYMPIA, WA 98501 View Map

Form 5500

111-21st Ave Sw, Olympia, Wa 98501 (360) 742-3500 EIN:45-3569683 Plan Admin:Heather Burgess

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NamePHILLIPS BURGESS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 0 Assets BOY/EOY$1,244,313 / $0	2023	PHILLIPS BURGESS, PLLC 401(K) PLAN - Plan #001	19 / 0	$1,244,313 / $0
2022	Plan NamePHILLIPS BURGESS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,323,129 / $1,244,313	2022	PHILLIPS BURGESS, PLLC 401(K) PLAN - Plan #001	19 / 19	$1,323,129 / $1,244,313
2021	Plan NamePHILLIPS BURGESS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY27 / 19 Assets BOY/EOY$1,087,182 / $1,323,129	2021	PHILLIPS BURGESS, PLLC 401(K) PLAN - Plan #001	27 / 19	$1,087,182 / $1,323,129
2020	Plan NamePHILLIPS BURGESS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY28 / 27 Assets BOY/EOY$867,647 / $1,087,182	2020	PHILLIPS BURGESS, PLLC 401(K) PLAN - Plan #001	28 / 27	$867,647 / $1,087,182
2019	Plan NamePHILLIPS BURGESS, PLLC 401(K) PLAN Plan #001 Participants BOY/EOY25 / 28 Assets BOY/EOY$601,876 / $867,647	2019	PHILLIPS BURGESS, PLLC 401(K) PLAN - Plan #001	25 / 28	$601,876 / $867,647

Benefit & Retirement Plans based on Form 5500.

PPP Loans

724 Columbia St NW Ste 320, OLYMPIA, WA 98501-1201 Industry:Offices of Lawyers Ethnicity:Not Hispanic or Latino Race:White Veteran:Yes

Loan Date	Approved	Forgiven	Lender	Jobs
04/09/2020	Approved$261,400 Forgiven$262,999 LenderOlympia Federal Savings & Loan Association Jobs20	04/09/2020	$261,400	$262,999	Olympia Federal Savings & Loan Association	20

PPP Loans based on Paycheck Protection Program.

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Address Match:111 21st Ave Sw Olympia, WA

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The following government agencies have contributed data:

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

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