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IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC.

Company Details

Name: IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC.
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 01 Jul 1966 (59 years ago)
Financial Date End: 31 Jul 2025
Entity Number: 125241
Place of Formation: IDAHO
File Number: 125241
ZIP code: 83702
County: Ada County
Mailing Address: TRACY POE STE 202 1649 W SHORELINE DR BOISE, ID 83702-6701

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IDAHO SOCIETY OF CPAS 401(K) PLAN 2023 826004952 2024-08-13 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2024-08-13
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2022 826004952 2023-10-04 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2023-10-04
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2021 826004952 2022-10-10 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2022-10-10
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2020 826004952 2021-10-04 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2021-10-04
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature
IDAHO SOCIETY OF CPAS 401(K) PLAN 2019 826004952 2020-07-16 IDAHO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 813000
Sponsor’s telephone number 2083446261
Plan sponsor’s address 1649 W SHORELINE DRIVE, STE. 202, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2020-07-16
Name of individual signing LAURA LANTZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LAURA L LANTZ Agent 1649 W SHORELINE DR STE 202, BOISE, ID 83702

Director

Name Role Address Appointed On Resigned On
CANDACE M BOESIGER Director 315 FALLS AVE, TWIN FALLS, ID 83301 2022-06-23 No data
MICHAEL H BECK Director 416 S MAIN ST, HAILEY, ID 83333 2021-06-14 2022-06-23
HEIDI SHELTON Director 100 S LEADVILLE AVE, KETCHUM, ID 83340-0989 2024-06-21 No data
KRISTEN ZUBIZARRETA Director 1505 MADRONA ST, TWIN FALLS, ID 83301 2024-06-21 No data
NATHAN STRONG Director 315 S ALMON, MOSCOW, ID 83843 2024-06-21 No data
SCOTT TAYLOR Director 216 JOHNSON AVE, OROFINO, ID 83544 2024-06-21 No data
BENJAMIN R BIRD Director 599 S RIVERSHORE LANE, EAGLE, ID 83616 2024-06-21 No data
JOSEPH J OTTOY Director 205 N 10TH ST, BOISE, ID 83702-5798 2024-06-21 No data
CODY B BIRCH Director 967 E PARKCENTER BLVD, BOISE, ID 83706 2024-06-21 No data

Secretary

Name Role Address Appointed On
LAURA L LANTZ Secretary 1649 W SHORELINE DR, BOISE, ID 83702 2024-06-21

Treasurer

Name Role Address Appointed On
CHRISTINE NIMS Treasurer 1555 SHORELINE DRIVE, BOISE, ID 83707 2024-06-21

Vice President

Name Role Address Appointed On
ERIC STORY Vice President 1000 RIVERWALD DR, IDAHO FALLS, ID 83405-133 2024-06-21

President

Name Role Address Appointed On
JACOB ZWYGART President 950 W BANNOCK ST, BOISE, ID 83702 2024-06-21

Filing

Filing Name Filing Number Filing date
Annual Report 0005786212 2024-06-21
Annual Report 0005271385 2023-06-07
Annual Report 0004790548 2022-06-23
Annual Report 0004314949 2021-06-14
Annual Report 0003914277 2020-06-23
Annual Report 0003564224 2019-07-12
Statement of Change of Business Mailing Address 0001399640 2018-07-10
Annual Report 0001399639 2018-06-28
Change of Registered Office/Agent/Both (by Entity) 0001399638 2017-07-18
Annual Report 0001399637 2017-07-12

Date of last update: 30 Nov 2024

Sources: Idaho Secretary of State