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  5. CLM, LLC

CLM, LLC

Company Details

Name: CLM, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 22 May 2008 (17 years ago)
Financial Date End: 31 May 2025
Entity Number: 234010
Place of Formation: IDAHO
File Number: 234010
ZIP code: 83702
County: Ada County
Principal Address: 588 W IDAHO ST STE 200 BOISE, ID 83702
Mailing Address: STE 200 588 W IDAHO ST BOISE, ID 83702-5928

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CLM, LLC RETIREMENT SAVINGS PLAN 2023 200263240 2024-10-14 CLM, LLC 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W. IDAHO ST., STE. 200, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM, LLC RETIREMENT SAVINGS PLAN 2022 200263240 2023-07-31 CLM, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W. IDAHO ST., STE. 200, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2023-07-31
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM, LLC RETIREMENT SAVINGS PLAN 2021 200263240 2022-10-14 CLM, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W. IDAHO ST., STE. 200, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2022-10-14
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM, LLC RETIREMENT SAVINGS PLAN 2020 200263240 2021-05-19 CLM, LLC 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W. IDAHO ST., STE. 200, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2021-05-19
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM, LLC RETIREMENT SAVINGS PLAN 2019 200263240 2020-07-22 CLM, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W. IDAHO ST., STE. 200, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2020-07-22
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM, LLC RETIREMENT SAVINGS PLAN 2018 200263240 2019-07-16 CLM, LLC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W. IDAHO ST., STE. 200, BOISE, ID, 83702

Signature of
Role Plan administrator
Date 2019-07-16
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM LLC 401(K) PLAN 2015 200263240 2016-10-07 CLM LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-30
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W IDAHO ST, BOISE, ID, 837025928

Signature of
Role Plan administrator
Date 2016-10-07
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-07
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM LLC 401(K) PLAN 2015 200263240 2016-06-23 CLM LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-30
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W IDAHO ST, BOISE, ID, 837025928

Signature of
Role Plan administrator
Date 2016-06-23
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-23
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM LLC 401K PLAN 2014 200263240 2015-07-23 CLM LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-30
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W IDAHO ST, BOISE, ID, 837025928

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-23
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
CLM LLC 401K PLAN 2013 200263240 2014-05-28 CLM LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-30
Business code 541800
Sponsor’s telephone number 2083422525
Plan sponsor’s address 588 W IDAHO ST, BOISE, ID, 837025928

Signature of
Role Plan administrator
Date 2014-05-28
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-05-28
Name of individual signing BRAD SURKAMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRADLEY J SURKAMER Agent 588 W IDAHO ST STE 200, BOISE, ID 83702

Member

Name Role Address Appointed On
BRADLEY J SURKAMER Member 588 W IDAHO ST STE 200, BOISE, ID 83702 2021-04-12

Filing

Filing Name Filing Number Filing date
Annual Report 0005686287 2024-04-09
Annual Report 0005184425 2023-04-06
Annual Report 0004691917 2022-04-07
Annual Report 0004245030 2021-04-12
Annual Report 0003850431 2020-04-22
Annual Report 0003488136 2019-04-22
Annual Report 0001863808 2018-03-19
Change of Registered Office/Agent/Both (by Entity) 0001863807 2018-01-26
Legacy Amendment 0000812414 2018-01-12
Annual Report 0001863806 2017-03-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6042198508 2021-03-02 1087 PPS 588 W Idaho St, Boise, ID, 83702-5928
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) 270000
Loan Approval Amount (current) 270000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 41844
Servicing Lender Name First Interstate Bank
Servicing Lender Address 401 N 31st St, BILLINGS, MT, 59101-1200
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Boise, ADA, ID, 83702-5928
Project Congressional District ID-02
Number of Employees 15
NAICS code 541810
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 41844
Originating Lender Name First Interstate Bank
Originating Lender Address BILLINGS, MT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 271213.15
Forgiveness Paid Date 2021-08-17
6962497010 2020-04-07 1087 PPP 588 W Idaho St, Ste 200, BOISE, ID, 83702-5928
Loan Status Date 2020-12-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 270000
Loan Approval Amount (current) 270000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 41844
Servicing Lender Name First Interstate Bank
Servicing Lender Address 401 N 31st St, BILLINGS, MT, 59101-1200
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address BOISE, ADA, ID, 83702-5928
Project Congressional District ID-02
Number of Employees 15
NAICS code 541613
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 41844
Originating Lender Name First Interstate Bank
Originating Lender Address BILLINGS, MT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 271494.25
Forgiveness Paid Date 2020-11-03

Related by officers

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Date of last update: 02 Apr 2025

Sources: Idaho Secretary of State

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