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  5. PINNACLE PORTFOLIO ADVISORS, LLC

PINNACLE PORTFOLIO ADVISORS, LLC

Company Details

Name: PINNACLE PORTFOLIO ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 30 Jan 2017 (8 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 537741
Place of Formation: IDAHO
File Number: 537741
ZIP code: 83705
County: Ada County
Principal Address: 1525 S DAVID LANE BOISE, ID 83705
Mailing Address: 1525 S DAVID LN BOISE, ID 83705-5230

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2023 815285484 2024-06-13 PINNACLE PORTFOLIO ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of
Role Plan administrator
Date 2024-06-13
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2022 815285484 2023-10-03 PINNACLE PORTFOLIO ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2021 815285484 2022-07-21 PINNACLE PORTFOLIO ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2020 815285484 2021-09-30 PINNACLE PORTFOLIO ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of
Role Plan administrator
Date 2021-09-30
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2019 815285484 2020-10-07 PINNACLE PORTFOLIO ADVISORS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of
Role Plan administrator
Date 2020-10-07
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature
PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN 2018 815285484 2019-05-31 PINNACLE PORTFOLIO ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 2088133181
Plan sponsor’s address 1525 S. DAVID LANE, BOISE, ID, 83705

Signature of
Role Plan administrator
Date 2019-05-31
Name of individual signing BERT ELLIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Bert W Ellis Agent 1525 S DAVID LN, BOISE, ID 83705

Manager

Name Role Address Appointed On
Pinnacle Group, LLC Manager 1525 S DAVID LN, BOISE, ID 83705 2020-12-03

Filing

Filing Name Filing Number Filing date
Annual Report 0006058774 2025-01-09
Annual Report Amendment 0005971372 2024-11-07
Annual Report 0005549602 2024-01-08
Annual Report 0005037325 2022-12-23
Annual Report 0004581779 2022-01-26
Annual Report 0004085976 2020-12-03
Amendment to Certificate 0003818042 2020-03-23
Annual Report 0003703130 2019-12-09
Annual Report 0003405814 2019-01-21
Legacy Amendment 0000926208 2018-06-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8421137101 2020-04-15 1087 PPP 1525 S David Ln, BOISE, ID, 83705
Loan Status Date 2020-11-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 66300
Loan Approval Amount (current) 66300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 72601
Servicing Lender Name Zions Bank, A Division of
Servicing Lender Address 1 S Main St, SALT LAKE CITY, UT, 84133-1109
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOISE, ADA, ID, 83705-0001
Project Congressional District ID-02
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 72601
Originating Lender Name Zions Bank, A Division of
Originating Lender Address SALT LAKE CITY, UT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 66681.45
Forgiveness Paid Date 2020-11-13

Related by officers

Bert W Ellis

PURPLE COW, LLC Pinnacle Benefit Solutions, LLC Pinnacle Group, LLC Gem State Administrators, LLC

Pinnacle Group, LLC

Pinnacle Benefit Solutions, LLC Gem State Administrators, LLC

Related by address

1525 S DAVID LN BOISE, ID 83705-5230

Pinnacle Benefit Solutions, LLC Pinnacle Group, LLC Orion Forest, LLC Gem State Agency LLC

Date of last update: 10 Apr 2025

Sources: Idaho Secretary of State

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