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TREE CITY ADVISORS, LLC

Company Details

Name: TREE CITY ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 05 Jun 2015 (10 years ago)
Financial Date End: 30 Jun 2025
Entity Number: 463855
Place of Formation: IDAHO
File Number: 463855
ZIP code: 83702
County: Ada County
Principal Address: 1673 W SHORELINE DRIVE 140 BOISE, ID 83702
Mailing Address: STE 140 1673 W SHORELINE DR BOISE, ID 83702-6749

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TREE CITY ADVISORS 401(K) PLAN 2023 474292326 2024-10-12 TREE CITY ADVISORS, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2088881244
Plan sponsor’s address 1673 SHORELINE DRIVE, SUITE 140, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2024-10-12
Name of individual signing BRIAN J. WILEY
Valid signature Filed with authorized/valid electronic signature
TREE CITY ADVISORS 401(K) PLAN 2022 474292326 2023-10-09 TREE CITY ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2088881244
Plan sponsor’s address 1673 SHORELINE DRIVE, SUITE 140, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2023-10-09
Name of individual signing BRIAN J. WILEY
Valid signature Filed with authorized/valid electronic signature
TREE CITY ADVISORS 401(K) PLAN 2021 474292326 2022-08-14 TREE CITY ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2088881244
Plan sponsor’s address 1673 SHORELINE DRIVE, SUITE 140, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2022-08-14
Name of individual signing BRIAN J. WILEY
Valid signature Filed with authorized/valid electronic signature
TREE CITY ADVISORS 401(K) PLAN 2020 474292326 2021-09-24 TREE CITY ADVISORS 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2088881244
Plan sponsor’s address 1673 SHORELINE DRIVE, SUITE 140, BOISE, ID, 83702

Signature of

Role Plan administrator
Date 2021-09-24
Name of individual signing BRIAN J. WILEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRIAN WILEY Agent 1673 W SHORELINE DRIVE, 140, BOISE, ID 83702

Manager

Name Role Address Appointed On
Brian Wiley Manager 1673 W SHORELINE DR, BOISE, ID 83702-6749 2020-07-30

Filing

Filing Name Filing Number Filing date
Annual Report 0005876005 2024-09-03
Annual Report 0005256081 2023-06-01
Annual Report 0004771940 2022-06-06
Annual Report 0004399465 2021-09-03
Annual Report 0003950197 2020-07-30
Annual Report 0003524909 2019-05-28
Annual Report 0002951327 2018-05-23
Annual Report 0002951326 2017-06-12
Annual Report 0002951325 2016-05-16
Initial Filing 0000463855 2015-06-05

Date of last update: 21 Dec 2024

Sources: Idaho Secretary of State