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MCCONNELL FINANCIAL ADVISORS, LLC

Company Details

Name: MCCONNELL FINANCIAL ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 10 Sep 2013 (11 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 394864
Place of Formation: IDAHO
File Number: 394864
ZIP code: 83702
County: Ada County
Principal Address: 312 W IDAHO ST BOISE, ID 83702
Mailing Address: STE 340 250 W BOBWHITE CT BOISE, ID 83706-6651

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCCONNELL FINANCIAL ADVISORS 401(K) PLAN 2023 463610309 2024-06-14 MCCONNELL FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2082873725
Plan sponsor’s address 250 BOBWHITE CT, SUITE 340, BOISE, ID, 83706

Signature of

Role Plan administrator
Date 2024-06-14
Name of individual signing RENEE MCCONNELL
Valid signature Filed with authorized/valid electronic signature
MCCONNELL FINANCIAL ADVISORS 401(K) PLAN 2022 463610309 2023-06-12 MCCONNELL FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2082873725
Plan sponsor’s address 250 BOBWHITE CT, SUITE 340, BOISE, ID, 83706
MCCONNELL FINANCIAL ADVISORS 401(K) PLAN 2021 463610309 2022-10-10 MCCONNELL FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2082873725
Plan sponsor’s address 250 BOBWHITE CT, SUITE 340, BOISE, ID, 83706
MCCONNELL FINANCIAL ADVISORS 401(K) PLAN 2020 463610309 2021-06-07 MCCONNELL FINANCIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2082873725
Plan sponsor’s address 312 W. IDAHO STREET, BOISE, ID, 83702
MCCONNELL FINANCIAL ADVISORS 401(K) PLAN 2019 463610309 2020-06-22 MCCONNELL FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2082873725
Plan sponsor’s address 312 W. IDAHO STREET, BOISE, ID, 83702
MCCONNELL FINANCIAL ADVISORS 401(K) PLAN 2018 463610309 2019-06-26 MCCONNELL FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2082873725
Plan sponsor’s address 312 W. IDAHO STREET, BOISE, ID, 83702
MCCONNELL FINANCIAL ADVISORS 401(K) PLAN 2017 463610309 2018-06-12 MCCONNELL FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2082873725
Plan sponsor’s address 312 W. IDAHO STREET, BOISE, ID, 83702

Agent

Name Role Address
RENEE MCCONNELL Agent 250 BOB WHITE CT, SUITE 340, BOISE, ID 83706

Manager

Name Role Address Appointed On
Renee McConnell Manager 250 W. BOBWHITE COURT, BOISE, ID 83706 2020-12-08

Filing

Filing Name Filing Number Filing date
Annual Report 0005840623 2024-08-05
Annual Report 0005345068 2023-08-03
Annual Report 0004927283 2022-09-28
Annual Report 0004393390 2021-08-26
Application for Reinstatement 0004094298 2020-12-08
Dissolution/Revocation - Administrative 0004092268 2020-12-08
Annual Report 0003609648 2019-08-29
Annual Report 0003340184 2018-10-30
Annual Report 0002693471 2017-07-24
Annual Report 0002693470 2016-08-01

Date of last update: 17 Dec 2024

Sources: Idaho Secretary of State