| Name: | WARD WEALTH MANAGEMENT, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 07 Aug 2019 (5 years ago) |
| Financial Date End: | 31 Aug 2025 |
| Entity Number: | 3590872 |
| Place of Formation: | IDAHO |
| File Number: | 676243 |
| ZIP code: | 83204 |
| County: | Power County |
| Principal Address: | JESSE WARD 3166 LIMELIGHT LANE POCATELLO, ID 83204 |
| Mailing Address: | JESSE WARD 3166 LIMELIGHT LN POCATELLO, ID 83204-7322 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WARD WEALTH MANAGEMENT 401(K) PLAN | 2023 | 842652176 | 2024-09-24 | WARD WEALTH MANAGEMENT, LLC | 1 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-24 |
| Name of individual signing | JESSE WARD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Jesse F Ward | Agent | 3166 LIMELIGHT LANE, POCATELLO, ID 83204 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| Jesse Floyd Ward | Member | 3166 LIMELIGHT LANE, POCATELLO, ID 83204 | 2022-05-24 | No data |
| JESSE F WARD | Member | 2890 RIDGEVIEW LANE, POCATELLO, ID 83204 | 2021-01-05 | 2022-05-24 |
| DALLAS WARD | Member | 2890 RIDGEVIEW LN, POCATELLO, ID 83204-7291 | 2020-07-27 | 2021-01-05 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005821271 | 2024-07-16 |
| Statement of Change of Business Mailing Address | 0005585301 | 2024-02-05 |
| Change of Registered Office/Agent/Both (by Entity) | 0005324688 | 2023-07-17 |
| Annual Report | 0005324681 | 2023-07-17 |
| Annual Report | 0004821534 | 2022-07-13 |
| Amendment to Certificate | 0004756990 | 2022-05-24 |
| Annual Report | 0004380189 | 2021-08-11 |
| Annual Report Amendment | 0004119304 | 2021-01-05 |
| Annual Report | 0003947590 | 2020-07-27 |
| Initial Filing | 0003590872 | 2019-08-07 |
Date of last update: 31 Dec 2024
Sources: Idaho Secretary of State
