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KEYSTONE FINANCIAL STRATEGIES, INC.

Company Details

Name: KEYSTONE FINANCIAL STRATEGIES, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 02 Sep 2008 (17 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 544300
Place of Formation: IDAHO
File Number: 544300
ZIP code: 83404
County: Bonneville County
Mailing Address: STE 100 3340 MERLIN DR IDAHO FALLS, ID 83404-7485

Agent

Name Role Address
RUSSELL PASKETT Agent 3340 MERLIN DR. SUITE 100, IDAHO FALLS, ID 83404

President

Name Role Address Appointed On
Russell Paskett President 3340 MERLIN DR, IDAHO FALLS, ID 83404 2020-08-03

Secretary

Name Role Address Appointed On
Katy Paskett Secretary 3340 MERLIN DR, IDAHO FALLS, ID 83404-7485 2023-08-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005837372 2024-08-03
Annual Report 0005346557 2023-08-03
Annual Report 0004945879 2022-10-07
Annual Report Amendment 0004635357 2022-03-05
Annual Report 0004365972 2021-08-03
Annual Report 0003952622 2020-08-03
Annual Report 0003584767 2019-08-01
Annual Report 0003171045 2018-07-31
Annual Report 0003171043 2017-08-15
Annual Report 0003171042 2016-07-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6246457008 2020-04-06 1087 PPP 3340 Merlin Drive, IDAHO FALLS, ID, 83404-7405
Loan Status Date 2021-05-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 4600
Loan Approval Amount (current) 4600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 87893
Servicing Lender Name Glacier Bank
Servicing Lender Address 202 Main St, KALISPELL, MT, 59901-4454
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address IDAHO FALLS, BONNEVILLE, ID, 83404-7405
Project Congressional District ID-02
Number of Employees 1
NAICS code 523999
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 87893
Originating Lender Name Glacier Bank
Originating Lender Address KALISPELL, MT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 4644.24
Forgiveness Paid Date 2021-04-01

Date of last update: 10 Apr 2025

Sources: Idaho Secretary of State