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BERKELEY, INC.

Company Details

Name: BERKELEY, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 28 Dec 1995 (29 years ago)
Financial Date End: 31 Dec 2024
Entity Number: 348327
Place of Formation: IDAHO
File Number: 348327
ZIP code: 83703
County: Ada County
Mailing Address: MICHAEL LING STE 102 3778 N PLANTATION RIVER DR BOISE, ID 83703-3011

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BERKELEY, INC. RETIREMENT TRUST 2023 820495475 2024-09-04 BERKELEY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2024-09-04
Name of individual signing STEVE WHITE
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2022 820495475 2023-06-22 BERKELEY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing STEVE WHITE
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2016 820495475 2017-06-08 BERKELEY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2017-06-08
Name of individual signing STEVE WHITE
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2015 820495475 2016-06-23 BERKELEY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2016-06-23
Name of individual signing STEVE WHITE
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2014 820495475 2015-06-16 BERKELEY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2015-06-16
Name of individual signing ASHLEY BERNARD
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2013 820495475 2014-07-14 BERKELEY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2014-07-14
Name of individual signing STEVE WHITE
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2012 820495475 2013-07-17 BERKELEY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2013-07-17
Name of individual signing JOHN DOE
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2011 820495475 2012-07-06 BERKELEY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Plan administrator’s name and address

Administrator’s EIN 820495475
Plan administrator’s name BERKELEY, INC.
Plan administrator’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703
Administrator’s telephone number 2088536980

Signature of

Role Plan administrator
Date 2012-07-06
Name of individual signing AUTHORIZED SIGNER
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2010 820495475 2011-07-14 BERKELEY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Plan administrator’s name and address

Administrator’s EIN 820495475
Plan administrator’s name BERKELEY, INC.
Plan administrator’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703
Administrator’s telephone number 2088536980

Signature of

Role Plan administrator
Date 2011-07-14
Name of individual signing AUTHORIZED SIGNER
Valid signature Filed with authorized/valid electronic signature
BERKELEY, INC. RETIREMENT TRUST 2009 820495475 2010-07-20 BERKELEY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-01
Business code 523900
Sponsor’s telephone number 2088536980
Plan sponsor’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703

Plan administrator’s name and address

Administrator’s EIN 820495475
Plan administrator’s name BERKELEY, INC.
Plan administrator’s address 3778 PLANTATION RIVER DRIVE, SUITE 102, BOISE, ID, 83703
Administrator’s telephone number 2088536980

Signature of

Role Plan administrator
Date 2010-07-20
Name of individual signing AUTHORIZED SIGNER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MICHAEL J LING Agent 3778 PLANTATION RIVER DR #102, BOISE, ID 83703

President

Name Role Address Appointed On
Michael j Ling President 2316 N EAGLE CREEK LANE, EAGLE, ID 83616 2020-11-03

Vice President

Name Role Address Appointed On
Paul S White Vice President 1518 KNIGHTS DRIVE, BOISE, ID 83712 2023-11-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005456439 2023-11-03
Annual Report 0004969029 2022-11-03
Annual Report 0004476691 2021-11-03
Annual Report 0004047800 2020-11-03
Annual Report 0003704952 2019-12-10
Annual Report 0003361138 2018-12-04
Annual Report 0002482633 2017-11-09
Annual Report 0002482631 2016-10-28
Annual Report 0002482629 2015-10-20
Annual Report 0002482626 2014-10-22

Date of last update: 13 Dec 2024

Sources: Idaho Secretary of State