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Plan North PLLC

Headquarter

Company Details

Name: Plan North PLLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 16 Jan 2018 (7 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 588454
Place of Formation: IDAHO
File Number: 588454
ZIP code: 83705
County: Ada County
Principal Address: DAVID FULTON 1401 S ROBERT STREET BOISE, ID 83705
Mailing Address: DAVID FULTON STE 101 1401 S ROBERT ST BOISE, ID 83705-2583

Links between entities

Type Company Name Company Number State
Headquarter of Plan North PLLC, NEW YORK 7457706 NEW YORK
Headquarter of Plan North PLLC, KENTUCKY 1096711 KENTUCKY
Headquarter of Plan North PLLC, CONNECTICUT 2591486 CONNECTICUT

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PLAN NORTH PLLC 401(K) PLAN 2023 824084713 2024-05-09 PLAN NORTH PLLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541330
Sponsor’s telephone number 2084128744
Plan sponsor’s address 250 W BOBWHITE CT, STE 130, BOISE, ID, 83706

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-09
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
PLAN NORTH PLLC 401(K) PLAN 2022 824084713 2023-05-27 PLAN NORTH PLLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541330
Sponsor’s telephone number 2084128744
Plan sponsor’s address 250 W BOBWHITE CT, STE 130, BOISE, ID, 83706

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
PLAN NORTH PLLC 401(K) PLAN 2021 824084713 2022-06-02 PLAN NORTH PLLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541330
Sponsor’s telephone number 2084128744
Plan sponsor’s address 250 W BOBWHITE CT, STE 130, BOISE, ID, 83706

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-06-02
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
PLAN NORTH PLLC 401(K) PLAN 2020 824084713 2021-05-04 PLAN NORTH PLLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541330
Sponsor’s telephone number 2084128744
Plan sponsor’s address 250 W BOBWHITE CT, STE 130, BOISE, ID, 83706

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-05-04
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
PLAN NORTH PLLC 401(K) PLAN 2019 824084713 2020-05-12 PLAN NORTH PLLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541330
Sponsor’s telephone number 2084128744
Plan sponsor’s address 250 W BOBWHITE CT, STE 130, BOISE, ID, 83706

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-05-12
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Member

Name Role Address Appointed On
Peter O Nussbacher Member 510 E PASACANA ST, MERIDIAN, ID 83646 2020-12-03

Manager

Name Role Address Appointed On Resigned On
David M Fulton Manager 1437 N KNIGHTS DR, BOISE, ID 83712 2023-12-04 2023-12-04

Agent

Name Role Address
David Fulton Agent 1437 N KNIGHTS DRIVE, BOISE, ID 83712

Filing

Filing Name Filing Number Filing date
Change of Registered Office/Agent/Both (by Entity) 0006072650 2025-01-16
Change of Registered Office/Agent/Both (by Entity) 0006028888 2024-12-17
Annual Report 0006021906 2024-12-12
Annual Report 0005497420 2023-12-04
Change of Registered Office/Agent/Both (by Entity) 0005330004 2023-07-24
Amendment to Certificate 0005326823 2023-07-19
Statement of Change of Business Mailing Address 0005324560 2023-07-17
Change of Registered Office/Agent/Both (by Entity) 0005324583 2023-07-17
Annual Report 0005027873 2022-12-12
Annual Report 0004515468 2021-12-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1629617209 2020-04-15 1087 PPP 250 W BOBWHITE CT STE 130, BOISE, ID, 83706-6770
Loan Status Date 2022-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21100
Loan Approval Amount (current) 21100
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 N
Business Age Description Existing or more than 2 years old
Project Address BOISE, ADA, ID, 83706-6770
Project Congressional District ID-02
Number of Employees 3
NAICS code 541330
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 96211
Originating Lender Name Idaho Central CU
Originating Lender Address CHUBBUCK, ID
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 21282.1
Forgiveness Paid Date 2021-03-02

Date of last update: 12 Apr 2025

Sources: Idaho Secretary of State