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  5. CORNERSTONE FINANCIAL PLANNING, LLC

CORNERSTONE FINANCIAL PLANNING, LLC

Company Details

Name: CORNERSTONE FINANCIAL PLANNING, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 01 Aug 2000 (25 years ago)
Financial Date End: 31 Aug 2025
Entity Number: 51997
Place of Formation: IDAHO
File Number: 51997
ZIP code: 83686
County: Canyon County
Principal Address: 2241 S PREAKNESS WAY NAMPA, ID 83686
Mailing Address: 2241 S PREAKNESS WAY NAMPA, ID 83686-1331

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2022 820525038 2023-11-21 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2023-11-21
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2022 820525038 2023-05-23 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2023-05-23
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2021 820525038 2022-06-28 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2022-06-28
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2020 820525038 2021-04-02 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084611412
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2021-04-02
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2019 820525038 2020-01-21 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2088467230
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2020-01-21
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2018 820525038 2019-07-17 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2088467230
Plan sponsor’s address 3023 E COPPER POINT DRIVE, STE 106, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2019-07-17
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2017 820525038 2018-02-16 CORNERSTONE FINANCIAL PLANNING, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084661971
Plan sponsor’s address 2241 S PREAKNESS WAY, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2018-02-16
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2016 820525038 2017-08-28 CORNERSTONE FINANCIAL PLANNING, LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084661971
Plan sponsor’s address 218 12TH AVENUE ROAD, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2017-08-28
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature
CORNERSTONE FINANCIAL PLANNING, LLC 401(K) PLAN 2015 820525038 2016-06-08 CORNERSTONE FINANCIAL PLANNING, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 2084661971
Plan sponsor’s address 218 12TH AVENUE ROAD, NAMPA, ID, 83686

Signature of
Role Plan administrator
Date 2016-06-08
Name of individual signing GARY CASE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GARY D CASE Agent 2241 S PREAKNESS WAY, NAMPA, ID 83686

Manager

Name Role Address Appointed On
Cheryl A Case Manager 2241 S PREAKNESS WAY, NAMPA, ID 83686 2023-07-03

Member

Name Role Address Appointed On
gary D Case Member 2241 S PREAKNESS WAY, NAMPA, ID 83686 2020-08-05

Filing

Filing Name Filing Number Filing date
Annual Report 0005799545 2024-07-03
Annual Report 0005300366 2023-07-03
Annual Report 0004885064 2022-09-06
Annual Report 0004404434 2021-09-04
Annual Report 0003960107 2020-08-05
Annual Report 0003575111 2019-07-22
Annual Report 0001122105 2018-09-20
Annual Report 0001122104 2017-06-19
Annual Report 0001122103 2016-06-22
Annual Report 0001122102 2015-06-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7021307209 2020-04-28 1087 PPP 2241 S Preakness Way, Nampa, ID, 83686
Loan Status Date 2021-02-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 8700
Loan Approval Amount (current) 8700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 96211
Servicing Lender Name Idaho Central CU
Servicing Lender Address 4400 Central Way, CHUBBUCK, ID, 83202-5096
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Nampa, CANYON, ID, 83686-0001
Project Congressional District ID-01
Number of Employees 2
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 96211
Originating Lender Name Idaho Central CU
Originating Lender Address CHUBBUCK, ID
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 8754.11
Forgiveness Paid Date 2020-12-22

Related by officers

GARY D CASE

TREASURE VALLEY HEALTH INSURANCE, LLC IDAHO WEALTH MANAGEMENT, LLC Kye Ventures, LLC

Cheryl A Case

IDAHO WEALTH MANAGEMENT, LLC

Related by address

2241 S PREAKNESS WAY NAMPA, ID 83686

TREASURE VALLEY HEALTH INSURANCE, LLC IDAHO WEALTH MANAGEMENT, LLC

2241 S PREAKNESS WAY NAMPA, ID 83686-1331

TREASURE VALLEY HEALTH INSURANCE, LLC IDAHO WEALTH MANAGEMENT, LLC

Date of last update: 30 Mar 2025

Sources: Idaho Secretary of State

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