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  5. KATHLEEN ROMA & ASSOCIATES, PLLC

KATHLEEN ROMA & ASSOCIATES, PLLC

Company Details

Name: KATHLEEN ROMA & ASSOCIATES, PLLC
Jurisdiction: Idaho
Legal type: Assumed Business Name
Status: Active-Current
Date of registration: 12 Aug 2002 (22 years ago)
Entity Number: 183158
Place of Formation: IDAHO
File Number: 0000183158
ZIP code: 83642
County: Ada County
Mailing Address: 1406 N MAIN STE 100 MERIDIAN, ID 83642

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROMA CPA 401K 2023 522224400 2024-07-26 KATHLEEN ROMA & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 522224400
Plan administrator’s name KATHLEEN ROMA & ASSOCIATES PLLC
Plan administrator’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616
Administrator’s telephone number 2088881830

Signature of
Role Plan administrator
Date 2024-07-26
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2022 522224400 2023-06-15 KATHLEEN ROMA & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2021 522224400 2022-07-31 KATHLEEN ROMA & ASSOCIATES PLLC 0
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2022-07-31
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2021 522224400 2022-08-01 KATHLEEN ROMA & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2022-08-01
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2020 522224400 2021-06-14 KATHLEEN ROMA & ASSOCIATES PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2021-06-14
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2019 522224400 2020-07-08 KATHLEEN ROMA & ASSOCIATES PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2020-07-08
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2018 522224400 2019-07-23 KATHLEEN ROMA & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2019-07-23
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2017 522224400 2018-06-29 KATHLEEN ROMA & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2018-06-29
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2016 522224400 2017-07-11 KATHLEEN ROMA & ASSOCIATES PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 776 E RIVERSIDE DRIVE, STE 240, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2017-07-11
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature
ROMA CPA 401K 2015 522224400 2016-07-20 KATHLEEN ROMA & ASSOCIATES PLLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541211
Sponsor’s telephone number 2088881830
Plan sponsor’s address 1045 ANCONA AVENUE, STE 150, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2016-07-20
Name of individual signing KATHLEEN ROMA
Valid signature Filed with authorized/valid electronic signature

Filing

Filing Name Filing Number Filing date
Initial Filing 0000183158 2002-08-12

Related by officers

No related officers

Related by address

1406 N MAIN STE 100 MERIDIAN, ID 83642

IDAHO CHEER UNIVERSITY ALL-STAR BOOSTER CLUB, INC.

Date of last update: 24 Sep 2024

Sources: Idaho Secretary of State

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