| Name: | West Oak Capital, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 11 Jan 2022 (3 years ago) |
| Financial Date End: | 31 Jan 2026 |
| Entity Number: | 4225884 |
| Place of Formation: | IDAHO |
| File Number: | 756398 |
| ZIP code: | 83616 |
| County: | Ada County |
| Principal Address: | STE 120B 1028 S BRIDGEWAY PL EAGLE, ID 83616-7724 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WEST OAK CAPITAL, LLC. RETIREMENT TRUST | 2023 | 562398650 | 2024-07-09 | WEST OAK CAPITAL | 10 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-09 |
| Name of individual signing | LISA SNIDER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2007-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 8052308282 |
| Plan sponsor’s address | 1028 S BRIDGEWAY PL, STE 120B, EAGLE, ID, 83616 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-06 |
| Name of individual signing | LISA SNIDER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| GRAVIS LAW, PLLC | Agent | 1661 W SHORELINE DR, STE 200, BOISE, ID 83702 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| BYRON SNIDER | Manager | 1028 S BRIDGEWAY PL, EAGLE, ID 83616 | 2022-03-15 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| BYRON SNIDER | Governor | 1028 S BRIDGEWAY PL, EAGLE, ID 83616 | 2022-01-11 | 2022-03-15 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0006043759 | 2025-01-03 |
| Annual Report | 0005508114 | 2023-12-11 |
| Annual Report | 0005045231 | 2023-01-03 |
| Annual Report | 0004660701 | 2022-03-15 |
| Statement of Domestication In | 0004581784 | 2022-01-11 |
| Initial Filing | 0004225884 | 2021-04-05 |
Date of last update: 04 Jan 2025
Sources: Idaho Secretary of State
