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SMITH, KUNZ & ASSOCIATES PLLC

Company Details

Name: SMITH, KUNZ & ASSOCIATES PLLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 22 Sep 2004 (21 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 113027
Place of Formation: IDAHO
File Number: 113027
ZIP code: 83440
County: Madison County
Principal Address: 15 W MAIN REXBURG, ID 83440
Mailing Address: 15 W MAIN ST REXBURG, ID 83440-1824

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SMITH, KUNZ & ASSOCIATES, PLLC RETIREMENT TRUST 2023 201636025 2024-08-01 SMITH, KUNZ & ASSOCIATES, PLLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-03-31
Business code 541600
Sponsor’s telephone number 2083568500
Plan sponsor’s address 15 WEST MAIN STREET, REXBURG, ID, 83440

Signature of

Role Plan administrator
Date 2024-08-01
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ERIC KUNZ Agent 15 W MAIN, REXBURG, ID 83440

Member

Name Role Address Appointed On
Richard B Smith Member 15 W MAIN ST, REXBURG, ID 83440-1824 2023-08-03
Eric Kunz Member 15 W MAIN ST, REXBURG, ID 83440-1824 2020-09-08

Filing

Filing Name Filing Number Filing date
Annual Report 0005840175 2024-08-05
Annual Report 0005346526 2023-08-03
Annual Report 0004840494 2022-08-03
Annual Report 0004370526 2021-08-05
Annual Report 0003999294 2020-09-08
Amendment to Certificate 0003830249 2020-04-03
Annual Report 0003605638 2019-08-26
Annual Report 0001349385 2018-07-30
Annual Report 0001349384 2017-07-26
Annual Report 0001349383 2016-07-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2772677202 2020-04-16 1087 PPP 15 West Main Street, REXBURG, ID, 83440
Loan Status Date 2021-09-16
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 60000
Loan Approval Amount (current) 60000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 72601
Servicing Lender Name Zions Bank, A Division of
Servicing Lender Address 1 S Main St, SALT LAKE CITY, UT, 84133-1109
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address REXBURG, MADISON, ID, 83440-0001
Project Congressional District ID-02
Number of Employees 12
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 72601
Originating Lender Name Zions Bank, A Division of
Originating Lender Address SALT LAKE CITY, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 60789.04
Forgiveness Paid Date 2021-08-16

Date of last update: 31 Mar 2025

Sources: Idaho Secretary of State