ROBERTS & ASSOCIATES FINANCIAL INC.

Company Details

Name:	ROBERTS & ASSOCIATES FINANCIAL INC.
Jurisdiction:	Idaho
Legal type:	General Business Corporation (D)
Status:	Active-Good Standing
Date of registration:	31 Jul 2003 (22 years ago)
Financial Date End:	31 Jul 2025
Entity Number:	457092
Place of Formation:	IDAHO
File Number:	457092
ZIP code:	83274
County:	Bingham County
Mailing Address:	1595 N 895 E SHELLEY, ID 83274

Name	Role	Address
STEVEN C ROBERTS	Agent	1595 N 895 E, SHELLEY, ID 83274

Name	Role	Address	Appointed On
Laura L Roberts	Secretary	1595 N 895 E, SHELLEY, ID 83274	2020-07-14

Name	Role	Address	Appointed On
Steven C Roberts	President	1595 N 895 E, SHELLEY, ID 83274	2023-08-04

Filing Name	Filing Number	Filing date
Annual Report	0005781635	2024-06-14
Annual Report	0005352390	2023-08-04
Annual Report	0004831178	2022-07-25
Annual Report	0004352345	2021-07-19
Annual Report	0003939622	2020-07-14
Annual Report	0003570503	2019-07-16
Annual Report	0002928633	2018-05-22
Annual Report	0002928631	2017-06-16
Annual Report	0002928627	2016-05-25
Annual Report	0002928625	2015-06-09
Annual Report	0002928624	2014-05-18
Annual Report	0002928623	2013-06-06
Application for Reinstatement	0002928622	2012-10-26
Application for Reinstatement	0000904054	2012-10-24
Annual Report	0002928619	2011-07-24
Annual Report	0002928618	2010-08-11
Annual Report	0002928617	2009-08-17
Annual Report	0002928621	2008-06-09
Annual Report	0002928620	2007-06-01
Annual Report	0002928616	2006-05-12
Annual Report	0002928615	2005-06-06
Annual Report	0002928614	2004-05-24
Initial Filing	0000457092	2003-07-31

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

2137438306

2021-01-20

1087

PPS

1335 S Holmes Ave, Idaho Falls, ID, 83404-5333

Loan Status Date	2021-08-24
Loan Status	Paid in Full
Loan Maturity in Months	60
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	7500
Loan Approval Amount (current)	7500
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	96265
Servicing Lender Name	Beehive FCU
Servicing Lender Address	1087 Erikson Dr, REXBURG, ID, 83440-5297
Rural or Urban Indicator	U
Hubzone	N
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	Idaho Falls, BONNEVILLE, ID, 83404-5333
Project Congressional District	ID-02
Number of Employees	1
NAICS code	524210
Borrower Race	Unanswered
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Corporation
Originating Lender ID	96265
Originating Lender Name	Beehive FCU
Originating Lender Address	REXBURG, ID
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	7541.3
Forgiveness Paid Date	2021-08-18

8500317203

2020-04-28

1087

PPP

1335 S Holmes Ave, Idaho Falls, ID, 83404

Loan Status Date	2021-03-17
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	7500
Loan Approval Amount (current)	7500
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	96265
Servicing Lender Name	Beehive FCU
Servicing Lender Address	1087 Erikson Dr, REXBURG, ID, 83440-5297
Rural or Urban Indicator	U
Hubzone	N
LMI	Y
Business Age Description	Existing or more than 2 years old
Project Address	Idaho Falls, BONNEVILLE, ID, 83404-1200
Project Congressional District	ID-02
Number of Employees	1
NAICS code	524210
Borrower Race	Unanswered
Borrower Ethnicity	Not Hispanic or Latino
Business Type	Corporation
Originating Lender ID	96265
Originating Lender Name	Beehive FCU
Originating Lender Address	REXBURG, ID
Gender	Male Owned
Veteran	Non-Veteran
Forgiveness Amount	7545.5
Forgiveness Paid Date	2021-02-16

Date of last update: 08 Apr 2025