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UPPER VALLEY ORTHOPEDICS PLLC

Company Details

Name: UPPER VALLEY ORTHOPEDICS PLLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 08 Sep 1998 (27 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 36162
Place of Formation: IDAHO
File Number: 36162
ZIP code: 83440
County: Madison County
Principal Address: 360 EAST MAIN REXBURG, ID 83440
Mailing Address: SHAUNA DUNN 360 E MAIN ST REXBURG, ID 83440-2015

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UPPER VALLEY ORTHOPEDICS, PLLC, PROFIT SHARING PLAN 2023 820505476 2024-10-15 UPPER VALLEY ORTHOPEDICS, PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 621111
Sponsor’s telephone number 2083569550
Plan sponsor’s address 360 E. MAIN STREET, REXBURG, ID, 83440
UPPER VALLEY ORTHOPEDICS, PLLC, PROFIT SHARING PLAN 2022 820505476 2023-10-16 UPPER VALLEY ORTHOPEDICS, PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 621111
Sponsor’s telephone number 2083569550
Plan sponsor’s address 360 E. MAIN STREET, REXBURG, ID, 83440
UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2011 820505476 2012-10-15 UPPER VALLEY ORTHOPEDICS, PLLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 621111
Sponsor’s telephone number 2083569550
Plan sponsor’s address 360 EAST MAIN STREET, REXBURG, ID, 83440

Plan administrator’s name and address

Administrator’s EIN 820505476
Plan administrator’s name UPPER VALLEY ORTHOPEDICS, PLLC
Plan administrator’s address 360 EAST MAIN STREET, REXBURG, ID, 83440
Administrator’s telephone number 2083569550

Signature of

Role Plan administrator
Date 2012-10-15
Name of individual signing MICHAEL J. LARSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-15
Name of individual signing MICHAEL J. LARSON
Valid signature Filed with authorized/valid electronic signature
UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2010 820505476 2011-10-12 UPPER VALLEY ORTHOPEDICS, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 621111
Sponsor’s telephone number 2083569550
Plan sponsor’s address 360 EAST MAIN STREET, REXBURG, ID, 83440

Plan administrator’s name and address

Administrator’s EIN 820505476
Plan administrator’s name UPPER VALLEY ORTHOPEDICS, PLLC
Plan administrator’s address 360 EAST MAIN STREET, REXBURG, ID, 83440
Administrator’s telephone number 2083569550

Signature of

Role Plan administrator
Date 2011-10-12
Name of individual signing MICHAEL J. LARSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-12
Name of individual signing MICHAEL J. LARSON
Valid signature Filed with authorized/valid electronic signature
UPPER VALLEY ORTHOPEDICS, PLLC PROFIT SHARING PLAN 2009 820505476 2010-07-20 UPPER VALLEY ORTHOPEDICS, PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1987-01-01
Business code 621111
Sponsor’s telephone number 2083569550
Plan sponsor’s address 360 EAST MAIN STREET, REXBURG, ID, 83440

Plan administrator’s name and address

Administrator’s EIN 820505476
Plan administrator’s name UPPER VALLEY ORTHOPEDICS, PLLC
Plan administrator’s address 360 EAST MAIN STREET, REXBURG, ID, 83440
Administrator’s telephone number 2083569550

Signature of

Role Plan administrator
Date 2010-07-20
Name of individual signing MICHAEL J. LARSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-20
Name of individual signing MICHAEL J. LARSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MICHAEL J LARSON Agent 360 E MAIN, REXBURG, ID 83440

Member

Name Role Address Appointed On
Kevin M Lee Member 360 EAST MAIN, REXBURG, ID 83440 2021-08-03
Kevin M Lee MD Member 360 EAST MAIN, REXBURG, ID 83440 2020-08-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005840956 2024-08-05
Annual Report 0005351578 2023-08-04
Annual Report 0004838702 2022-08-03
Annual Report 0004365010 2021-08-03
Annual Report 0003952087 2020-08-03
Application for Reinstatement 0003843140 2020-04-13
Dissolution/Revocation - Administrative 0003716382 2019-12-27
Annual Report 0001064036 2018-08-01
Annual Report 0001064035 2017-07-24
Annual Report 0001064034 2016-07-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6346047000 2020-04-06 1087 PPP 360 E. MAIN ST, REXBURG, ID, 83440-2015
Loan Status Date 2021-01-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 118500
Loan Approval Amount (current) 118500
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 Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address REXBURG, MADISON, ID, 83440-2015
Project Congressional District ID-02
Number of Employees 9
NAICS code 621111
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 119353.85
Forgiveness Paid Date 2020-12-30

Date of last update: 29 Mar 2025

Sources: Idaho Secretary of State