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ADVANCED FINANCIAL SOLUTIONS, INC.

Company Details

Name: ADVANCED FINANCIAL SOLUTIONS, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 20 Aug 1993 (32 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 318563
Place of Formation: IDAHO
File Number: 318563
ZIP code: 83713
County: Ada County
Mailing Address: STE 101 4700 N CLOVERDALE RD BOISE, ID 83713-1067

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2022 820463800 2023-06-27 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #101, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2022 820463800 2023-12-20 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #101, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2022 820463800 2023-12-20 ADVANCED FINANCIAL SOLUTIONS, INC. 2
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #101, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2021 820463800 2022-05-11 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #101, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2020 820463800 2021-07-08 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #101, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2019 820463800 2020-07-27 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #205, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2018 820463800 2019-09-11 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #205, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2017 820463800 2018-10-12 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #205, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2016 820463800 2017-09-06 ADVANCED FINANCIAL SOLUTIONS, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #205, BOISE, ID, 83713
ADVANCED FINANCIAL SOLUTIONS DEFINED BENEFIT PLAN 2015 820463800 2016-07-18 ADVANCED FINANCIAL SOLUTIONS, INC. 0
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2083760091
Plan sponsor’s address 4700 N CLOVERDALE RD #205, BOISE, ID, 83713

Agent

Name Role Address
DAVID A WILHITE Agent 4700 N CLOVERDALE ROAD, SUITE 101, BOISE, ID 83713

President

Name Role Address Appointed On
David A Wilhite President 4700 N CLOVERDALE ROAD, BOISE, ID 83713 2020-08-16

Filing

Filing Name Filing Number Filing date
Annual Report 0005862771 2024-08-15
Annual Report 0005363728 2023-08-15
Annual Report 0004845796 2022-08-04
Annual Report 0004367338 2021-08-03
Annual Report 0003973122 2020-08-16
Annual Report 0003601366 2019-08-20
Annual Report 0002331233 2018-07-22
Annual Report 0002331231 2017-08-23
Annual Report 0002331229 2016-09-29
Annual Report 0002331213 2015-09-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6983017103 2020-04-14 1087 PPP 4700 N CLOVERDALE RD SUITE #205, BOISE, ID, 83713
Loan Status Date 2021-07-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 9377
Loan Approval Amount (current) 9377
Undisbursed Amount 0
Franchise Name -
Lender Location ID 87893
Servicing Lender Name Glacier Bank
Servicing Lender Address 202 Main St, KALISPELL, MT, 59901-4454
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOISE, ADA, ID, 83713-0001
Project Congressional District ID-02
Number of Employees 2
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 87893
Originating Lender Name Glacier Bank
Originating Lender Address KALISPELL, MT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 9483.1
Forgiveness Paid Date 2021-06-09

Date of last update: 04 Apr 2025

Sources: Idaho Secretary of State