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UPPER VALLEY FAMILY MEDICINE, PLLC

Company Details

Name: UPPER VALLEY FAMILY MEDICINE, PLLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 11 Feb 2004 (21 years ago)
Financial Date End: 28 Feb 2026
Entity Number: 98766
Place of Formation: IDAHO
File Number: 98766
ZIP code: 83442
County: Jefferson County
Principal Address: 711 RIGBY LAKE DR #115 RIGBY, ID 83442
Mailing Address: STE 1500 711 RIGBY LAKE DR RIGBY, ID 83442-5374

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2023 020745103 2024-06-17 UPPER VALLEY FAMILY MEDICINE, PLLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2022 020745103 2023-08-10 UPPER VALLEY FAMILY MEDICINE, PLLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2021 020745103 2022-10-11 UPPER VALLEY FAMILY MEDICINE, PLLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2020 020745103 2021-08-02 UPPER VALLEY FAMILY MEDICINE, PLLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2019 020745103 2020-06-26 UPPER VALLEY FAMILY MEDICINE, PLLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2018 020745103 2019-09-23 UPPER VALLEY FAMILY MEDICINE, PLLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2017 020745103 2018-04-26 UPPER VALLEY FAMILY MEDICINE, PLLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2016 020745103 2017-06-01 UPPER VALLEY FAMILY MEDICINE, PLLC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2015 020745103 2016-09-27 UPPER VALLEY FAMILY MEDICINE, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442
UPPER VALLEY FAMILY MEDICINE 401(K) PLAN 2014 020745103 2015-05-18 UPPER VALLEY FAMILY MEDICINE, PLLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-10-01
Business code 621111
Sponsor’s telephone number 2087455021
Plan sponsor’s address 711 RIGBY LAKE DR., #115, RIGBY, ID, 83442

Agent

Name Role Address
RICHARD T HARPER Agent 711 RIGBY LAKE DR STE 1500, RIGBY, ID 83442

Manager

Name Role Address Appointed On Resigned On
William D Adams Manager 711 RIGBY LAKE DR STE 1500, RIGBY, ID 83442-5374 2021-01-04 No data
Richard T Harper Manager 711 RIGBY LAKE DR STE 1500, RIGBY, ID 83442-5374 2024-01-09 2024-01-09

Filing

Filing Name Filing Number Filing date
Annual Report 0006068126 2025-01-13
Annual Report 0005551720 2024-01-09
Annual Report 0005053847 2023-01-05
Annual Report 0004565362 2022-01-12
Annual Report 0004114601 2021-01-04
Annual Report 0003726306 2020-01-02
Annual Report 0003421488 2019-02-04
Annual Report 0001291309 2018-02-13
Annual Report 0001291308 2017-02-02
Annual Report 0001291307 2016-02-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8125637104 2020-04-15 1087 PPP 711 RIGBY LAKE DR 1500, RIGBY, ID, 83442-5374
Loan Status Date 2021-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 263152.55
Loan Approval Amount (current) 263200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 436276
Servicing Lender Name Idaho First Bank
Servicing Lender Address 475 E Deinhard Ln, MCCALL, ID, 83638-4800
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address RIGBY, JEFFERSON, ID, 83442-5374
Project Congressional District ID-02
Number of Employees 23
NAICS code 621111
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 436276
Originating Lender Name Idaho First Bank
Originating Lender Address MCCALL, ID
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 265204.65
Forgiveness Paid Date 2021-01-20

Date of last update: 30 Mar 2025

Sources: Idaho Secretary of State