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INTERMOUNTAIN WEALTH MANAGEMENT, INC.

Company Details

Name: INTERMOUNTAIN WEALTH MANAGEMENT, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 11 Mar 2009 (16 years ago)
Financial Date End: 31 Mar 2026
Entity Number: 551192
Place of Formation: IDAHO
File Number: 551192
ZIP code: 83402
County: Bonneville County
Mailing Address: BRYCE ANDERSON STE 204 101 S PARK AVE IDAHO FALLS, ID 83402-3669

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INTERMOUNTAIN WEALTH MANAGEMENT 401(K) PLAN 2023 264386802 2024-06-10 INTERMOUNTAIN WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Plan sponsor’s address 101 PARK AVENUE STE 204, IDAHO FALLS, ID, 83402

Signature of

Role Plan administrator
Date 2024-06-10
Name of individual signing BRYCE ANDERSON
Valid signature Filed with authorized/valid electronic signature
INTERMOUNTAIN WEALTH MANAGEMENT 401(K) PLAN 2022 264386802 2023-06-29 INTERMOUNTAIN WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Plan sponsor’s address 101 PARK AVENUE STE 204, IDAHO FALLS, ID, 83402

Signature of

Role Plan administrator
Date 2023-06-29
Name of individual signing BRYCE ANDERSON
Valid signature Filed with authorized/valid electronic signature
INTERMOUNTAIN WEALTH MANAGEMENT 401(K) PLAN 2021 264386802 2022-06-07 INTERMOUNTAIN WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Plan sponsor’s address 101 PARK AVENUE STE 204, IDAHO FALLS, ID, 83402

Signature of

Role Plan administrator
Date 2022-06-07
Name of individual signing BRYCE ANDERSON
Valid signature Filed with authorized/valid electronic signature
INTERMOUNTAIN WEALTH MANAGEMENT 401(K) PLAN 2020 264386802 2021-07-26 INTERMOUNTAIN WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541990
Plan sponsor’s address 101 PARK AVENUE STE 204, IDAHO FALLS, ID, 83402

Signature of

Role Plan administrator
Date 2021-07-26
Name of individual signing BRYCE ANDERSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRYCE ANDERSON Agent 101 PARK AVE, SUITE 204, BRYCE ANDERSON, IDAHO FALLS, ID 83402

President

Name Role Address Appointed On
Bryce C Anderson President 101 PARK AVENUE, IDAHO FALLS, ID 83402 2021-02-03

Secretary

Name Role Address Appointed On Resigned On
NADENE ANDERSON Secretary 101 PARK AVE STE 204, IDAHO FALLS, ID 83402 2024-02-05 2024-02-05

Filing

Filing Name Filing Number Filing date
Annual Report 0006098133 2025-02-05
Annual Report 0005585994 2024-02-05
Annual Report 0005092954 2023-02-03
Annual Report 0004594533 2022-02-03
Annual Report 0004153176 2021-02-03
Annual Report 0003779708 2020-02-12
Annual Report 0003463057 2019-03-26
Annual Report 0003185960 2018-02-21
Annual Report 0003185959 2017-01-23
Annual Report 0003185958 2016-01-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3735857203 2020-04-27 1087 PPP 101 Park Avenue, Suite 204, Idaho Falls, ID, 83406
Loan Status Date 2021-02-03
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20500
Loan Approval Amount (current) 20500
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 Y
Business Age Description Existing or more than 2 years old
Project Address Idaho Falls, BONNEVILLE, ID, 83406-1200
Project Congressional District ID-02
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 96211
Originating Lender Name Idaho Central CU
Originating Lender Address CHUBBUCK, ID
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20642.66
Forgiveness Paid Date 2021-01-08

Date of last update: 11 Apr 2025

Sources: Idaho Secretary of State