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  5. ROSE & ASSOCIATES, INC.

ROSE & ASSOCIATES, INC.

Company Details

Name: ROSE & ASSOCIATES, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 16 Jan 2002 (23 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 433298
Place of Formation: IDAHO
File Number: 433298
ZIP code: 83704
County: Ada County
Mailing Address: CALEB CREAGAN 6138 W CLINTON ST BOISE, ID 83704

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROSE & ASSOCIATES, INC. 401(K) PLAN 2022 020541274 2023-06-01 ROSE & ASSOCIATES, INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 339110
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2023-06-01
Name of individual signing CHRISTOPHER ROSE
Valid signature Filed with authorized/valid electronic signature
ROSE & ASSOCIATES, INC. 401(K) PLAN 2021 020541274 2022-07-28 ROSE & ASSOCIATES, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 339110
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2022-07-28
Name of individual signing CHRISTOPHER ROSE
Valid signature Filed with authorized/valid electronic signature
ROSE & ASSOCIATES, INC. 401(K) PLAN 2020 020541274 2021-10-15 ROSE & ASSOCIATES, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 423990
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing SYDNEY FITZSIMMONS
Valid signature Filed with authorized/valid electronic signature
ROSE & ASSOCIATES, INC. 401(K) PLAN 2019 020541274 2020-09-23 ROSE & ASSOCIATES, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 423990
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2020-09-23
Name of individual signing CHRIS ROSE
Valid signature Filed with authorized/valid electronic signature
ROSE & ASSOCIATES, INC. 401(K) PLAN 2018 020541274 2019-05-09 ROSE & ASSOCIATES, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 423990
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2019-05-09
Name of individual signing CHRIS ROSE
Valid signature Filed with authorized/valid electronic signature
ROSE & ASSOCIATES, INC. 401(K) PLAN 2017 020541274 2018-07-20 ROSE & ASSOCIATES, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 423990
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2018-07-20
Name of individual signing CHRIS ROSE
Valid signature Filed with authorized/valid electronic signature
ROSE & ASSOCIATES, INC. 401(K) PLAN 2016 020541274 2017-08-28 ROSE & ASSOCIATES, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 423990
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing SYDNEY FITZSIMMONS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-08-28
Name of individual signing SYDNEY FITZSIMMONS
Valid signature Filed with authorized/valid electronic signature
ROSE & ASSOCIATES, INC. 401(K) PLAN 2015 020541274 2016-08-08 ROSE & ASSOCIATES, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 423990
Sponsor’s telephone number 2083422663
Plan sponsor’s address 6138 CLINTON STREET, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2016-08-08
Name of individual signing SYDNEY FITZSIMMONS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-08-08
Name of individual signing SYDNEY FITZSIMMONS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Caleb Creagan Agent 6138 W CLINTON ST, BOISE, ID 83704-9307

President

Name Role Address Appointed On
Christopher Rose President 401 ALLENS CREEK RD, ROCHESTER, NY 14618 2020-12-09
Caleb Creagan President 1810 N. EDGECLIFF TERR, BOISE, ID 83702 2024-12-23

Vice President

Name Role Address Appointed On Resigned On
Caleb Creagan Vice President 1810 N. EDGECLIFF TERR, BOISE, ID 83702 2024-01-29 2024-01-29

Filing

Filing Name Filing Number Filing date
Annual Report 0006033433 2024-12-23
Annual Report 0005574167 2024-01-29
Annual Report 0005047885 2023-01-03
Annual Report 0004548895 2022-01-03
Annual Report 0004095669 2020-12-09
Annual Report 0003698793 2019-12-04
Annual Report 0003433495 2019-02-20
Annual Report 0002843501 2017-12-07
Annual Report 0002843500 2017-02-02
Annual Report 0002843498 2016-01-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8886717109 2020-04-15 1087 PPP 6138 W Clinton St, BOISE, ID, 83704
Loan Status Date 2020-12-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 181029
Loan Approval Amount (current) 181029
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Unanswered
Project Address BOISE, ADA, ID, 83704-0100
Project Congressional District ID-02
Number of Employees 13
NAICS code 423450
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 182070.54
Forgiveness Paid Date 2020-11-25
9813208305 2021-01-31 1087 PPS 6138 W. Clinton St., Boise, ID, 83704
Loan Status Date 2022-02-12
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 177991
Loan Approval Amount (current) 177991
Undisbursed Amount 0
Franchise Name -
Lender Location ID 56102
Servicing Lender Name KeyBank National Association
Servicing Lender Address 127 Public Sq, CLEVELAND, OH, 44114-1217
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Boise, ADA, ID, 83704
Project Congressional District ID-02
Number of Employees 12
NAICS code 423410
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 56102
Originating Lender Name KeyBank National Association
Originating Lender Address CLEVELAND, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 179390.55
Forgiveness Paid Date 2021-12-01

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Date of last update: 07 Apr 2025

Sources: Idaho Secretary of State

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