Pinnacle Portfolio Advisors, LLC
California
Registered In
06/30/2017
Incorp. Date
Foreign
Registration Type
Idaho
Foreign Jurisdiction
Company Summary
Pinnacle Portfolio Advisors, LLC at Ca lists Bert W Ellis of Boise, ID as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Forfeited - Ftb
Registration Type
Foreign
Foreign Jurisdiction
Idaho
Search Other Resources
People
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Amy Sunahara
Individual Agent
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2810 RUTH CT, SANTA CLARA, CA 95051
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Bert W Ellis
CEO
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1525 S DAVID LN, BOISE, ID 83705
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Bert W Ellis
Manager
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1525 S DAVID LN, BOISE, ID 83705
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Showing current associates only (3 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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CA
View Map
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1525 S DAVID LN, BOISE, ID 83705
(Mailing)
View Map
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Financials
Financial Information for Pinnacle Portfolio Advisors, LLC
Form 5500
PINNACLE PORTFOLIO ADVISORS, LLC
1525 S. David Lane, Boise, Id 83705 (208) 813-3181 EIN:81-5285484 Plan Admin:Bert Ellis| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 3 Assets BOY/EOY$242,789 / $358,982 | 2023 | PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 3 | $242,789 / $358,982 |
| 2022 | Plan NamePINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$271,689 / $242,789 | 2022 | PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN - Plan #001 | 4 / 4 | $271,689 / $242,789 |
| 2021 | Plan NamePINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$501,768 / $271,689 | 2021 | PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 4 | $501,768 / $271,689 |
| 2020 | Plan NamePINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$302,400 / $501,768 | 2020 | PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $302,400 / $501,768 |
| 2019 | Plan NamePINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$32,850 / $302,400 | 2019 | PINNACLE PORTFOLIO ADVISORS, LLC 401(K) PLAN - Plan #001 | 5 / 5 | $32,850 / $302,400 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
PINNACLE PORTFOLIO ADVISORS, LLC
1525 S David Ln, BOISE, ID 83705 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$66,300 Forgiven$66,681 LenderZions Bank, A Division of Jobs5 | 04/15/2020 | $66,300 | $66,681 | Zions Bank, A Division of | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Pinnacle Portfolio Advisors LLC
Registered in New York
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Water Mill, NY | View Report | |
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Pinnacle Portfolio Advisors, LLC
Registered in Idaho
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Boise, ID | View Report |
Address Match:1525 S David Ln Boise, ID
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D'vai Benefits, LLC
Registered in Idaho
|
Boise, ID | View Report | |
|
Gem State Administrators, LLC
Registered in Idaho
|
Boise, ID | View Report | |
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Gem State Agency LLC
Registered in Idaho
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Boise, ID | View Report | |
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Leyline Advocates, LLC
Registered in Idaho
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Boise, ID | View Report | |
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Pinnacle Benefit Solutions, LLC
Registered in Idaho
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Boise, ID | View Report | |
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Pinnacle Group, LLC
Registered in Idaho
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Boise, ID | View Report | |
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Purple Cow, LLC
Registered in Idaho
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Boise, ID | View Report | |
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Orion Forest, LLC
Registered in Idaho
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Boise, ID | View Report | |
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Pinnacle Services Group, LLC
Registered in Idaho
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Boise, ID | View Report |
Person/City Match:Bert W Ellis - Boise, ID
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Greylock Realty
Registered in Idaho
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Boise, ID | View Report | |
|
Greylock Realty
Registered in Oregon
|
Boise, ID | View Report | |
|
Greylock, Inc.
Registered in Idaho
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Boise, ID | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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