| Name: | VERDI WEALTH MANAGEMENT, INC. |
| Jurisdiction: | Idaho |
| Legal type: | General Business Corporation (D) |
| Status: | Active-Good Standing |
| Date of registration: | 30 Apr 2004 (21 years ago) |
| Financial Date End: | 30 Apr 2026 |
| Entity Number: | 469436 |
| Place of Formation: | IDAHO |
| File Number: | 469436 |
| ZIP code: | 83706 |
| County: | Ada County |
| Mailing Address: | STE 325 412 E PARKCENTER BLVD BOISE, ID 83706-7565 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERDI WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 2023 | 201057651 | 2024-10-01 | VERDI WEALTH MANAGEMENT, INC. | 5 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-10-01 |
| Name of individual signing | MARY WALKER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| MARY WALKER | Agent | 412 E. PARKCENTER BLVD., STE. 325, BOISE, ID 83706 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| JOHN W GOTTSCHALL | President | 412 E PARKCENTER BLVD, BOISE, ID 83706 | 2021-03-04 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| MARY A WALKER | Secretary | 412 E PARKCENTER BLVD., BOISE, ID 83706 | 2024-03-04 | 2024-03-04 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| MARK C MILLER | Vice President | 412 E. PARKCENTER BLVD., BOISE, ID 83706 | 2024-03-04 | 2024-03-04 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0006185399 | 2025-04-03 |
| Annual Report | 0005631528 | 2024-03-04 |
| Annual Report | 0005138445 | 2023-03-06 |
| Annual Report | 0004629308 | 2022-03-03 |
| Annual Report | 0004196560 | 2021-03-04 |
| Annual Report | 0003804159 | 2020-03-05 |
| Annual Report | 0003490156 | 2019-04-23 |
| Change of Registered Office/Agent/Both (by Entity) | 0002969656 | 2018-03-16 |
| Legacy Amendment | 0000907900 | 2018-03-09 |
| Annual Report | 0002969655 | 2018-02-28 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2621827104 | 2020-04-11 | 1087 | PPP | 412 PARKCENTER BLVD ste 325, BOISE, ID, 83706-7565 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 08 Apr 2025
Sources: Idaho Secretary of State
