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ATCHLEY FINANCIAL GROUP, INC.

Company Details

Name: ATCHLEY FINANCIAL GROUP, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 11 Jan 2007 (18 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 517803
Place of Formation: IDAHO
File Number: 517803
ZIP code: 83814
County: Kootenai County
Mailing Address: STE 203 601 E FRONT AVE COEUR D ALENE, ID 83814-5169

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ATCHLEY FINANCIAL GROUP, INC. 401(K) PLAN 2023 954834932 2024-10-15 ATCHLEY FINANCIAL GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 2086671376
Plan sponsor’s address 601 FRONT AVENUE, COEUR D ALENE, ID, 83814

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing DALE STEVENS
Valid signature Filed with authorized/valid electronic signature
ATCHLEY FINANCIAL GROUP, INC. 401(K) PLAN 2022 954834932 2023-07-25 ATCHLEY FINANCIAL GROUP, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 2086671376
Plan sponsor’s address 601 FRONT AVENUE, COEUR D ALENE, ID, 83814
ATCHLEY FINANCIAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2011 954834932 2012-09-24 ATCHLEY FINANCIAL GROUP, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 2086641900
Plan sponsor’s address 601 FRONT AVE., STE. 203, COEUR DALENE, ID, 83814

Plan administrator’s name and address

Administrator’s EIN 954834932
Plan administrator’s name ATCHLEY FINANCIAL GROUP, INC.
Plan administrator’s address 601 FRONT AVE., STE. 203, COEUR DALENE, ID, 83814
Administrator’s telephone number 2086641900

Signature of

Role Plan administrator
Date 2012-09-24
Name of individual signing LES ATCHLEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LESLEY C ATCHLEY Agent 601 FRONT AVE 203, COEUR D'ALENE, ID 83814

President

Name Role Address Appointed On
Lesley C Atchley President 601 E FRONT AVE STE 203, COEUR D ALENE, ID 83814 2021-02-11

Vice President

Name Role Address Appointed On Resigned On
Aimee Tanneberger Vice President 601 E. FRONT AVE, COEUR D ALENE, ID 83814 2023-12-12 2023-12-12

Secretary

Name Role Address Appointed On Resigned On
Janet L Lindstrom Atchley Secretary 601 E FRONT AVE STE 203, COEUR D ALENE, ID 83814 2023-12-12 2023-12-12

Filing

Filing Name Filing Number Filing date
Annual Report 0006008165 2024-12-05
Annual Report 0005509118 2023-12-12
Annual Report 0005061536 2023-01-11
Articles of Amendment 0005031100 2022-12-15
Annual Report 0004557453 2022-01-06
Annual Report 0004172954 2021-02-11
Annual Report 0003705360 2019-12-10
Annual Report 0003399426 2019-01-17
Annual Report 0003109020 2017-11-29
Annual Report 0003109018 2017-02-27

Date of last update: 23 Dec 2024

Sources: Idaho Secretary of State