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  5. SPINNAKER FINANCIAL ADVISORS LLC

SPINNAKER FINANCIAL ADVISORS LLC

Company Details

Name: SPINNAKER FINANCIAL ADVISORS LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 21 Aug 1998 (27 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 35777
Place of Formation: IDAHO
File Number: 35777
ZIP code: 83404
County: Bonneville County
Principal Address: 2922 CORTEZ IDAHO FALLS, ID 83404
Mailing Address: 2922 CORTEZ AVE IDAHO FALLS, ID 83404-7554

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2023 820505533 2024-10-15 SPINNAKER FINANCIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2022 820505533 2023-10-09 SPINNAKER FINANCIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2021 820505533 2022-08-25 SPINNAKER FINANCIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2020 820505533 2021-09-20 SPINNAKER FINANCIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2019 820505533 2020-10-09 SPINNAKER FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2018 820505533 2019-08-21 SPINNAKER FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2017 820505533 2018-05-07 SPINNAKER FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2016 820505533 2017-09-13 SPINNAKER FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2015 820505533 2016-09-08 SPINNAKER FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404
SPINNAKER FINANCIAL ADVISORS 401(K) PLAN 2014 820505533 2015-05-18 SPINNAKER FINANCIAL ADVISORS, LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2085420742
Plan sponsor’s address 2922 CORTEZ AVE., IDAHO FALLS, ID, 83404

Agent

Name Role Address
Joseph D. Fairbank Agent 955 PIER VIEW DR, IDAHO FALLS, ID 83402

Member

Name Role Address Appointed On
Alan S Campbell Member 2922 CORTEZ AVE, IDAHO FALLS, ID 83404 2020-08-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005848853 2024-08-06
Annual Report 0005326744 2023-07-19
Annual Report 0004856004 2022-08-10
Change of Registered Office/Agent/Both (by Entity) 0004336669 2021-07-07
Annual Report 0004336487 2021-07-07
Annual Report 0003954986 2020-08-03
Annual Report 0003608972 2019-08-28
Annual Report 0001062460 2018-08-16
Annual Report 0001062459 2018-07-19
Annual Report 0001062457 2017-07-31

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5685057003 2020-04-06 1087 PPP 2922 Cortez Ave, IDAHO FALLS, ID, 83404-7554
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) 38100
Loan Approval Amount (current) 38100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 20144
Servicing Lender Name The Bank of Commerce
Servicing Lender Address 3113, S 25th E, Idaho Falls, ID, 83406
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address IDAHO FALLS, BONNEVILLE, ID, 83404-7554
Project Congressional District ID-02
Number of Employees 4
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 20144
Originating Lender Name The Bank of Commerce
Originating Lender Address Idaho Falls, ID
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 38329.64
Forgiveness Paid Date 2020-11-17

Related by officers

Joseph D. Fairbank

BEARD ST. CLAIR GAFFNEY PA. LHR COMMERCIAL INC Guardian Registered Agents LLC

Related by address

No related companies by address

Date of last update: 29 Mar 2025

Sources: Idaho Secretary of State

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