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HAZLETT WEALTH MANAGEMENT LLC

Company Details

Name: HAZLETT WEALTH MANAGEMENT LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 18 Feb 2003 (22 years ago)
Financial Date End: 28 Feb 2026
Entity Number: 81861
Place of Formation: IDAHO
File Number: 81861
ZIP code: 83340
County: Blaine County
Principal Address: PO BOX 5378 KETCHUM, ID 83340
Mailing Address: PO BOX 5378 KETCHUM, ID 83340-5378

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HAZLETT WEALTH MANAGEMENT LLC 401(K) PLAN 2023 721550034 2024-10-03 HAZLETT WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2087260605
Plan sponsor’s address PO BOX 5378, KETCHUM, ID, 83340
HAZLETT WEALTH MANAGEMENT LLC 401(K) PLAN 2022 721550034 2023-09-21 HAZLETT WEALTH MANAGEMENT LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2087260605
Plan sponsor’s address PO BOX 5378, KETCHUM, ID, 83340
HAZLETT WEALTH MANAGEMENT LLC 401(K) PLAN 2021 721550034 2022-10-03 HAZLETT WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2087260605
Plan sponsor’s address PO BOX 5378, KETCHUM, ID, 83340
HAZLETT WEALTH MANAGEMENT LLC 401(K) PLAN 2020 721550034 2021-10-05 HAZLETT WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2087260605
Plan sponsor’s address PO BOX 5378, KETCHUM, ID, 83340
HAZLETT WEALTH MANAGEMENT LLC 401(K) PLAN 2019 721550034 2020-10-02 HAZLETT WEALTH MANAGEMENT LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 523900
Sponsor’s telephone number 2087260605
Plan sponsor’s address PO BOX 5378, KETCHUM, ID, 83340

Agent

Name Role Address
SUZANNE M HAZLETT Agent 675 SUN VALLEY ROAD, SUITE J 2, KETCHUM, ID 83340

Member

Name Role Address Appointed On
SUZANNE M HAZLETT Member P.O. BOX 1777, SUN VALLEY, ID 83353 2021-01-29

Filing

Filing Name Filing Number Filing date
Annual Report 0006095166 2025-02-04
Annual Report 0005534092 2024-01-03
Annual Report 0005093018 2023-02-03
Annual Report 0004573099 2022-01-17
Annual Report 0004147736 2021-01-29
Annual Report 0003730966 2020-01-06
Annual Report 0003412929 2019-01-27
Annual Report 0001224204 2017-12-25
Legacy Amendment 0000689742 2017-11-13
Annual Report 0001224203 2016-12-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1509358608 2021-03-13 1087 PPS 675 Sun Valley Road, KETCHUM, ID, 83340
Loan Status Date 2021-10-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20537
Loan Approval Amount (current) 20537
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address KETCHUM, BLAINE, ID, 83340
Project Congressional District ID-02
Number of Employees 2
NAICS code 523120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20638.75
Forgiveness Paid Date 2021-09-15

Date of last update: 30 Mar 2025

Sources: Idaho Secretary of State