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MARCHESO & THEW, FINANCIAL ADVISORS, LLC

Company Details

Name: MARCHESO & THEW, FINANCIAL ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Inactive-Dissolved
Date of registration: 17 Aug 2015 (9 years ago)
Financial Date End: 31 Aug 2019
Date dissolved: 07 Feb 2019
Entity Number: 471298
Place of Formation: IDAHO
File Number: 471298
ZIP code: 83815
County: Kootenai County
Principal Address: 320 E NEIDER AVE SUITE 103 COEUR D ALENE, ID 83815

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JOHN MARCHESO & ASSOCIATES, INC. 401(K) PLAN 2019 820501311 2020-05-11 MARCHESO & THEW FINANCIAL ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 2086655894
Plan sponsor’s address 320 EAST NEIDER #103, COEUR DALENE, ID, 83814

Signature of

Role Plan administrator
Date 2020-05-11
Name of individual signing JOHN MARCHESO
Valid signature Filed with authorized/valid electronic signature
JOHN MARCHESO & ASSOCIATES, INC. 401(K) PLAN 2018 820501311 2019-10-07 MARCHESO & THEW FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 2086655894
Plan sponsor’s address 320 EAST NEIDER #103, COEUR DALENE, ID, 83814

Signature of

Role Plan administrator
Date 2019-10-07
Name of individual signing JOHN MARCHESO
Valid signature Filed with authorized/valid electronic signature
JOHN MARCHESO & ASSOCIATES, INC. 401(K) PLAN 2017 820501311 2018-10-08 MARCHESO & THEW FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 2086655894
Plan sponsor’s address 320 EAST NEIDER #103, COEUR DALENE, ID, 83814

Signature of

Role Plan administrator
Date 2018-10-08
Name of individual signing JOHN MARCHESO
Valid signature Filed with authorized/valid electronic signature
JOHN MARCHESO & ASSOCIATES, INC. 401(K) PLAN 2016 820501311 2017-07-21 MARCHESO & THEW FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 2086655894
Plan sponsor’s address 320 EAST NEIDER #103, COEUR DALENE, ID, 83814

Signature of

Role Plan administrator
Date 2017-07-21
Name of individual signing JOHN MARCHESO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOHN MARCHESO Agent 320 E NEIDER AVE SUITE 103, COEUR D ALENE, ID 83835

Filing

Filing Name Filing Number Filing date
Statement of Dissolution 0003424391 2019-02-07
Annual Report 0002975807 2018-06-20
Annual Report 0002975805 2017-10-23
Annual Report 0002975802 2016-06-20
Initial Filing 0000471298 2015-08-17

Date of last update: 21 Dec 2024

Sources: Idaho Secretary of State