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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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4783838007 2020-06-26 1087 PPP 1405 W MAIN, BOISE, ID, 83702
Loan Status Date 2020-12-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 32500
Loan Approval Amount (current) 32500
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 Y
Business Age Description Existing or more than 2 years old
Project Address BOISE, ADA, ID, 83702-0100
Project Congressional District ID-02
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Partnership
Originating Lender ID 87893
Originating Lender Name Glacier Bank
Originating Lender Address KALISPELL, MT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 32602.4
Forgiveness Paid Date 2020-11-02

Date of last update: 30 Mar 2025

Sources: Idaho Secretary of State