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COATE FINANCIAL GROUP, INC.

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Company Details

Name: COATE FINANCIAL GROUP, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 15 Sep 1998 (27 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 384895
Place of Formation: IDAHO
File Number: 384895
ZIP code: 83616
County: Ada County
Mailing Address: RON COATE 873 E STATE ST EAGLE, ID 83616-6003

Agent

Name Role Address
RONALD D COATE Agent 386 PEBBLE BEACH WAY, RON COATE, EAGLE, ID 83616

President

Name Role Address Appointed On
Ronald D Coate President 386 PEBBLE BEACH WAY, EAGLE, ID 83616 2020-09-03

Form 5500 Series

Employer Identification Number (EIN):
820506145
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Annual Report 0005849496 2024-08-06
Change of Registered Office/Agent/Both (by Entity) 0005358650 2023-08-09
Annual Report 0005358657 2023-08-09
Annual Report 0004838645 2022-08-03
Annual Report 0004427920 2021-09-27

USAspending Awards / Financial Assistance

Date:
2020-04-14
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
31249.97
Total Face Value Of Loan:
31249.97

Paycheck Protection Program

Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
31249.97
Current Approval Amount:
31249.97
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
31431.48

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Date of last update: 09 May 2025

Sources: Idaho Secretary of State