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  5. JOURNEY FINANCIAL SERVICES, INC.

JOURNEY FINANCIAL SERVICES, INC.

Company Details

Name: JOURNEY FINANCIAL SERVICES, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 27 Jun 2007 (18 years ago)
Financial Date End: 30 Jun 2025
Entity Number: 526314
Place of Formation: IDAHO
File Number: 526314
ZIP code: 83401
County: Bonneville County
Mailing Address: JENNIFER LANDON 1625 S HIGHLINE DR IDAHO FALLS, ID 83401-5912

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JOURNEY FINANCIAL SERVICES, INC. CASH BALANCE PLAN 2023 260506874 2024-05-07 JOURNEY FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2085529169
Plan sponsor’s address 3040 E 17TH STREET, SUITE 2, AMMON, ID, 83406
JOURNEY FINANCIAL SERVICES, INC. 401(K) PLAN 2023 260506874 2024-06-05 JOURNEY FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2085529169
Plan sponsor’s address 3040 E 17TH STREET, SUITE 2, AMMON, ID, 83406

Signature of
Role Plan administrator
Date 2024-06-05
Name of individual signing JENNIFER LANDON
Valid signature Filed with authorized/valid electronic signature
JOURNEY FINANCIAL SERVICES, INC. 401(K) PLAN 2022 260506874 2023-05-19 JOURNEY FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2085529169
Plan sponsor’s address 3040 E. 17TH ST. STE. 2, AMMON, ID, 83406

Signature of
Role Plan administrator
Date 2023-05-19
Name of individual signing JENNIFER LANDON
Valid signature Filed with authorized/valid electronic signature
JOURNEY FINANCIAL SERVICES, INC. CASH BALANCE PLAN 2022 260506874 2023-03-16 JOURNEY FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2085529169
Plan sponsor’s address 3040 E 17TH STREET, SUITE 2, AMMON, ID, 83406
JOURNEY FINANCIAL SERVICES, INC. CASH BALANCE PLAN 2021 260506874 2022-05-31 JOURNEY FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 2085529169
Plan sponsor’s address 3040 E 17TH STREET, SUITE 2, AMMON, ID, 83406
JOURNEY FINANCIAL SERVICES, INC. 401(K) PLAN 2021 260506874 2022-05-27 JOURNEY FINANCIAL SERVICES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 2085529169
Plan sponsor’s address 3040 E 17TH STREET,, SUITE 2, AMMON, ID, 83406

Signature of
Role Plan administrator
Date 2022-05-27
Name of individual signing JENNIFER LANDON
Valid signature Filed with authorized/valid electronic signature
JOURNEY FINANCIAL SERVICES, INC. 401(K) PLAN 2020 260506874 2021-07-15 JOURNEY FINANCIAL SERVICES, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523110
Sponsor’s telephone number 2085526169
Plan sponsor’s address 3040 E. 17TH ST. STE. 2, AMMON, ID, 83406

Signature of
Role Plan administrator
Date 2021-07-15
Name of individual signing JENNIFER LANDON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JENNIFER LYNNE LANDON Agent 1625 S HIGHLINE DR, IDAHO FALLS, ID 83401

President

Name Role Address Appointed On
Jennifer Landon President 3040 E 17TH STREET, AMMON, ID 83406 2021-05-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005718290 2024-05-03
Annual Report 0005274125 2023-06-09
Annual Report 0004734506 2022-05-04
Annual Report 0004263162 2021-05-03
Annual Report 0003863552 2020-05-04
Annual Report 0003525811 2019-05-29
Annual Report 0003129899 2018-05-03
Annual Report 0003129898 2017-05-09
Annual Report 0003129897 2016-04-26
Annual Report 0003129896 2015-04-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7878717104 2020-04-14 1087 PPP 3040 East 17th Street, Suite 2, Ammon, ID, 83406
Loan Status Date 2021-03-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 48500
Loan Approval Amount (current) 48500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 121536
Servicing Lender Name Customers Bank
Servicing Lender Address 40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Ammon, BONNEVILLE, ID, 83406-1200
Project Congressional District ID-02
Number of Employees 5
NAICS code 453998
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 499141
Originating Lender Name Readycap Lending, LLC
Originating Lender Address BERKELEY HEIGHTS, NJ
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 48874.71
Forgiveness Paid Date 2021-02-19

Related by officers

Jennifer Landon

Journey Retirement Planning & Investment Management, LLC

Related by address

No related companies by address

Date of last update: 10 Apr 2025

Sources: Idaho Secretary of State

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