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  5. COATE FINANCIAL GROUP, INC.

COATE FINANCIAL GROUP, INC.

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 (26 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

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2023 820506145 2024-09-25 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 873 E STATE STREET, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2024-09-25
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2022 820506145 2023-10-03 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 873 E STATE STREET, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2021 820506145 2022-10-10 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2022-10-10
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2020 820506145 2021-07-08 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2021-07-08
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2019 820506145 2020-04-03 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2020-04-03
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2018 820506145 2019-07-25 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2019-07-25
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2017 820506145 2018-02-21 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2018-02-21
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2016 820506145 2017-08-03 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2017-08-03
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2015 820506145 2016-09-21 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Plan administrator’s name and address
Administrator’s EIN 820506145
Plan administrator’s name COATE FINANCIAL GROUP, INC.
Plan administrator’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642
Administrator’s telephone number 2083441900

Signature of
Role Plan administrator
Date 2016-09-21
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature
COATE FINANCIAL GROUP, INC. 401(K) PLAN 2014 820506145 2015-09-01 COATE FINANCIAL GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 2083441900
Plan sponsor’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642

Plan administrator’s name and address
Administrator’s EIN 820506145
Plan administrator’s name COATE FINANCIAL GROUP, INC.
Plan administrator’s address 2949 E. COPPER POINT DRIVE, STE 100, MERIDIAN, ID, 83642
Administrator’s telephone number 2083441900

Signature of
Role Plan administrator
Date 2015-09-01
Name of individual signing RONALD COATE
Valid signature Filed with authorized/valid electronic signature

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

Filing

Filing Name Filing Number Filing date
Annual Report 0005849496 2024-08-06
Annual Report 0005358657 2023-08-09
Change of Registered Office/Agent/Both (by Entity) 0005358650 2023-08-09
Annual Report 0004838645 2022-08-03
Annual Report 0004427920 2021-09-27
Annual Report 0003992061 2020-09-03
Annual Report 0003606797 2019-08-27
Annual Report 0002650813 2018-08-01
Annual Report 0002650811 2017-07-24
Annual Report 0002650809 2016-08-02

Related by officers

RONALD D COATE

CU2AU, LLC BONITO DOMAN CONDOMINIUM OWNERS ASSOCIATION, INC.

Ronald D Coate

CU2AU, LLC

Related by address

RON COATE 873 E STATE ST EAGLE, ID 83616-6003

CU2AU, LLC BONITO DOMAN CONDOMINIUM OWNERS ASSOCIATION, INC.

Date of last update: 16 Dec 2024

Sources: Idaho Secretary of State

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