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TRACY L. DUNNE CPA CORPORATION

Company Details

Name: TRACY L. DUNNE CPA CORPORATION
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 15 Mar 2021 (4 years ago)
Financial Date End: 31 Mar 2025
Entity Number: 4210771
Place of Formation: IDAHO
File Number: 753012
ZIP code: 83702
County: Ada County
Mailing Address: 711 N 5TH ST BOISE, ID 83702

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRACY DUNNE CPA, INC, A PROF CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2023 871984589 2024-07-30 TRACY L. DUNNE CPA CORPORATION 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-01-01
Business code 541211
Plan sponsor’s address P.O. BOX 553, BOISE, ID, 83701

Signature of

Role Plan administrator
Date 2024-04-15
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-15
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature
TRACY DUNNE CPA, INC, A PROF CORPORATION CASH BALANCE PLAN & TRUST 2023 871984589 2024-07-30 TRACY L. DUNNE CPA CORPORATION 3
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2018-01-01
Business code 541211
Plan sponsor’s address P.O. BOX 553, BOISE, ID, 83701

Signature of

Role Plan administrator
Date 2024-04-15
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-15
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature
TRACY DUNNE CPA, INC, A PROF CORPORATION CASH BALANCE PLAN & TRUST 2022 871984589 2023-07-03 TRACY L. DUNNE CPA CORPORATION 4
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2018-01-01
Business code 541211
Plan sponsor’s address P.O. BOX 553, BOISE, ID, 83701

Signature of

Role Plan administrator
Date 2023-04-04
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-04
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature
TRACY DUNNE CPA, INC, A PROF CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2022 871984589 2023-07-03 TRACY L. DUNNE CPA CORPORATION 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2018-01-01
Business code 541211
Plan sponsor’s address P.O. BOX 553, BOISE, ID, 83701

Signature of

Role Plan administrator
Date 2023-04-04
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-04-04
Name of individual signing TRACY L. DUNNE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
TRACY DUNNE Agent 711 N 5TH ST, BOISE, ID 83702

President

Name Role Address Appointed On
tracy dunne President PO BOX 553, BOISE, ID 83701 2024-04-17
TRACY DUNNE President 750 W BANNOCK STREET, BOISE, ID 83701 2023-02-14

Director

Name Role Address Appointed On Resigned On
TRACY DUNNE Director 1775 W. STATE STREET BOX 140, BOISE, ID 83702 2022-02-11 2023-02-14

Filing

Filing Name Filing Number Filing date
Annual Report 0005695682 2024-04-17
Annual Report 0005116313 2023-02-14
Annual Report 0004606092 2022-02-11
Statement of Change of Business Mailing Address 0004552498 2021-12-21
Initial Filing 0004210771 2021-03-15

Date of last update: 04 Jan 2025

Sources: Idaho Secretary of State