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PETSO FINANCIAL CONSULTANTS LLC

Company Details

Name: PETSO FINANCIAL CONSULTANTS LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 28 Feb 2001 (24 years ago)
Financial Date End: 28 Feb 2025
Entity Number: 57927
Place of Formation: IDAHO
File Number: 57927
ZIP code: 83702
County: Ada County
Principal Address: 1405 W MAIN BOISE, ID 83702
Mailing Address: 1405 W MAIN ST BOISE, ID 83702-5250

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PETSO FINANCIAL CASH BALANCE PLAN 2023 820530690 2024-09-30 PETSO FINANCIAL CONSULTANTS LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 2088532000
Plan sponsor’s address 1405 W. MAIN ST., BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2024-09-30
Name of individual signing DAVID PETSO
Valid signature Filed with authorized/valid electronic signature
PETSO FINANCIAL 401(K) PROFIT SHARING PLAN 2023 820530690 2024-09-30 PETSO FINANCIAL CONSULTANTS LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 2088532000
Plan sponsor’s address 1405 W. MAIN ST, BOISE, ID, 83703

Signature of

Role Plan administrator
Date 2024-09-30
Name of individual signing DAVID PETSO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DAVID PETSO Agent 1405 W MAIN, BOISE, ID 83702

Manager

Name Role Address Appointed On
david petso Manager 1405 MAIN, BOISE, ID 83702 2021-02-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005536362 2024-01-03
Annual Report 0005045193 2023-01-03
Annual Report 0004547818 2022-01-03
Annual Report 0004154185 2021-02-03
Annual Report 0003725613 2020-01-02
Annual Report 0003399761 2019-01-17
Annual Report 0001141362 2017-12-21
Annual Report 0001141361 2016-12-21
Annual Report 0001141360 2016-01-03
Annual Report 0001141359 2015-03-13

Date of last update: 28 Nov 2024

Sources: Idaho Secretary of State