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  5. HARRIS FINANCIAL ADVISORS, LLC

HARRIS FINANCIAL ADVISORS, LLC

Company Details

Name: HARRIS FINANCIAL ADVISORS, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 02 May 2017 (8 years ago)
Financial Date End: 31 May 2025
Entity Number: 552395
Place of Formation: IDAHO
File Number: 552395
ZIP code: 83642
County: Ada County
Principal Address: 1859 S TOPAZ WAY STE 200 MERIDIAN, ID 83642
Mailing Address: STE 100 1739 S JADE WAY MERIDIAN, ID 83642-5898

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HFA 401(K) PLAN 2023 821534595 2024-08-13 HARRIS FINANCIAL ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1739 S. JADE WAY, SUITE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2024-08-13
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature
HFA 401(K) PLAN 2022 821534595 2023-10-10 HARRIS FINANCIAL ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1739 S. JADE WAY, SUITE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature
HFA 401(K) PLAN 2021 821534595 2022-10-12 HARRIS FINANCIAL ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1739 S. JADE WAY, SUITE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature
HFA 401(K) PLAN 2020 821534595 2021-10-13 HARRIS FINANCIAL ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1739 S. JADE WAY, SUITE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature
HFA 401(K) PLAN 2019 821534595 2021-10-13 HARRIS FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1739 S. JADE WAY, SUITE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature
HFA 401(K) PLAN 2019 821534595 2020-07-30 HARRIS FINANCIAL ADVISORS, LLC 3
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1739 S. JADE WAY, SUITE 100, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature
HFA 401(K) PLAN 2018 821534595 2019-07-12 HARRIS FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1859 S. TOPAZ WAY, SUITE 200, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature
HFA 401(K) PLAN 2017 821534595 2018-08-28 HARRIS FINANCIAL ADVISORS, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2083421670
Plan sponsor’s address 1859 S. TOPAZ WAY, SUITE 200, MERIDIAN, ID, 83642

Signature of
Role Plan administrator
Date 2018-08-28
Name of individual signing KIMBERLY HARRIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
PHILLIP E HARRIS Agent 1739 S. JADE WAY SUITE 100, MERIDIAN, ID 83642

Member

Name Role Address Appointed On
PHILLIP E HARRIS Member 1739 S. JADE WAY SUITE 100, MERIDIAN, ID 83642 2021-04-18
K D Harris Member 1739 S. JADE WAY SUITE 100, MERIDIAN, ID 83642 2024-06-10

Filing

Filing Name Filing Number Filing date
Annual Report 0005772787 2024-06-10
Annual Report 0005249588 2023-05-23
Annual Report 0004772464 2022-06-06
Annual Report 0004250438 2021-04-18
Annual Report 0003836365 2020-04-06
Annual Report 0003505413 2019-05-07
Annual Report 0003188407 2018-03-30
Initial Filing 0000552395 2017-05-02

Related by officers

No related officers

Related by address

1859 S TOPAZ WAY STE 200 MERIDIAN, ID 83642

FISHER LAW OFFICE, PLLC RACKSITE.COM, LLC SHADOW VALLEY ESTATES LLC PERFECTION PROPERTIES, LLC I I DEVELOPMENTS LLC INTERNAL INVESTMENTS LLC MARLA PICKETT LLC NOVEST LLC GENESIS REAL ESTATE SCHOOL LLC

STE 100 1739 S JADE WAY MERIDIAN, ID 83642-5898

WOTS, LLC Savvy Women & Money Conferences of Idaho, Inc

Date of last update: 25 Dec 2024

Sources: Idaho Secretary of State

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