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  5. PACIFIC CREST WEALTH MANAGEMENT INC.

PACIFIC CREST WEALTH MANAGEMENT INC.

Company Details

Name: PACIFIC CREST WEALTH MANAGEMENT INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 25 May 2006 (19 years ago)
Financial Date End: 31 May 2025
Entity Number: 506612
Place of Formation: IDAHO
File Number: 506612
ZIP code: 83616
County: Ada County
Mailing Address: NATALIE ERB STE 215 450 W STATE ST EAGLE, ID 83616-7056

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2023 204987845 2024-05-31 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W STATE ST SUITE 215, EAGLE, ID, 83616

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing NATALIE ERB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2022 204987845 2023-05-03 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2023-05-03
Name of individual signing NATALIE ERB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2022 204987845 2023-02-13 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2023-02-13
Name of individual signing NATALIE ERB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2021 204987845 2022-04-26 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2022-04-26
Name of individual signing MELANIE WEBB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2020 204987845 2021-03-18 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2021-03-18
Name of individual signing MELANIE WEBB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2019 204987845 2020-07-17 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2020-07-17
Name of individual signing MELANIE WEBB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2018 204987845 2019-05-07 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2019-05-07
Name of individual signing MELANIE WEBB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2017 204987845 2018-04-23 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2018-04-23
Name of individual signing MELANIE WEBB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2016 204987845 2017-03-22 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2017-03-22
Name of individual signing MELANIE WEBB
Valid signature Filed with authorized/valid electronic signature
PACIFIC CREST WEALTH MANAGEMENT 401(K) P/S PLAN 2015 204987845 2016-03-22 PACIFIC CREST WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 2089384197
Plan sponsor’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616

Plan administrator’s name and address
Administrator’s EIN 204987845
Plan administrator’s name PACIFIC CREST WEALTH MANAGEMENT, INC.
Plan administrator’s address 450 W. STATE STREET SUITE 215, EAGLE, ID, 83616
Administrator’s telephone number 2089384197

Signature of
Role Plan administrator
Date 2016-03-22
Name of individual signing MELANIE WEBB
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
INCORP SERVICES, INC. Agent 1310 S VISTA AVE, STE 28, BOISE, ID 83705

President

Name Role Address Appointed On
Shawn G Webb President 3101 W CHAMPAGNE CT, EAGLE, ID 83616 2021-04-09

Filing

Filing Name Filing Number Filing date
Annual Report 0005732906 2024-05-09
Annual Report 0005247911 2023-05-22
Change of Registered Office/Agent/Both (by Entity) 0005182232 2023-04-05
Annual Report 0004684018 2022-04-04
Annual Report 0004243871 2021-04-09
Annual Report 0003863469 2020-05-04
Annual Report 0003477852 2019-04-12
Change of Registered Office/Agent/Both (by Entity) 0003410564 2019-01-24
Change of Registered Office/Agent/Both (by Entity) 0003410521 2019-01-24
Annual Report 0003079662 2018-03-19

Related by officers

INCORP SERVICES, INC.

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Related by address

No related companies by address

Date of last update: 23 Dec 2024

Sources: Idaho Secretary of State

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