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ASSURED TAX AND BOOKKEEPING, INC

Company Details

Name: ASSURED TAX AND BOOKKEEPING, INC
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 08 Jan 2024 (a year ago)
Financial Date End: 31 Jan 2025
Entity Number: 5548851
Place of Formation: IDAHO
File Number: 915039
Mailing Address: 71-1737 PUU NAPOO DR KAILUA KONA, HI 96740-8313

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASSURED TAX AND BOOKKEEPING INC 401(K) 2023 264295816 2024-07-24 ASSURED TAX AND BOOKKEEPING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541219
Sponsor’s telephone number 2082735630
Plan sponsor’s address 2690 S EAGLE RD, STE 100, MERIDIAN, ID, 83642

Signature of

Role Plan administrator
Date 2024-07-24
Name of individual signing MATT BELVILLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-24
Name of individual signing JENNIFER BELVILLE
Valid signature Filed with authorized/valid electronic signature
ASSURED TAX AND BOOKKEEPING INC 401(K) 2022 264295816 2023-10-13 ASSURED TAX AND BOOKKEEPING INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541219
Sponsor’s telephone number 2082735630
Plan sponsor’s address 2690 S EAGLE RD, STE 100, MERIDIAN, ID, 83642

Signature of

Role Plan administrator
Date 2023-08-07
Name of individual signing MATT BELVILLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing JENNIFER BELVILLE
Valid signature Filed with authorized/valid electronic signature
ASSURED TAX AND BOOKKEEPING INC 401(K) 2021 264295816 2022-05-24 ASSURED TAX AND BOOKKEEPING INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541219
Sponsor’s telephone number 2082735630
Plan sponsor’s address 2690 S EAGLE RD, STE 100, MERIDIAN, ID, 83642

Signature of

Role Plan administrator
Date 2022-05-24
Name of individual signing MATT BELVILLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-24
Name of individual signing JENNIFER BELVILLE
Valid signature Filed with authorized/valid electronic signature
ASSURED TAX AND BOOKKEEPING INC 401(K) 2020 264295816 2021-07-29 ASSURED TAX AND BOOKKEEPING INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541219
Sponsor’s telephone number 2082735630
Plan sponsor’s address 2690 S EAGLE RD, STE 100, MERIDIAN, ID, 83642

Signature of

Role Plan administrator
Date 2021-07-16
Name of individual signing MATT BELVILLE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-29
Name of individual signing JENNIFER BELVILLE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JENNIFER BELVILLE Agent 2670 S EAGLE RD, JENNIFER BELVILLE, MERIDIAN, ID 83642-6704

Filing

Filing Name Filing Number Filing date
Initial Filing 0005548851 2024-01-08

Date of last update: 10 Jan 2025

Sources: Idaho Secretary of State