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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 2025
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

Vice President

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

Filing

Filing Name Filing Number Filing date
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
Annual Report 0002843496 2014-12-10

Related by officers

Caleb Creagan

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Related by address

No related companies by address

Date of last update: 19 Dec 2024

Sources: Idaho Secretary of State

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