Coate Financial Group, Inc.

Idaho
Registered In
09/15/1998
Incorp. Date

Company Summary

Coate Financial Group, Inc. at 873 E State ST Ron Coate, Eagle, Id 83616 lists Ronald D Coate of Eagle, ID and Allan R Bosch of Boise, ID as the associates.

Registered In
Idaho
Incorporation Date
Registration Type
Domestic
Company Type
General Business Corporation (D)
Status
Active-Good Standing
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Ronald D Coate Registered Agent
386 PEBBLE BEACH WAY RON COATE, EAGLE, ID 83616 (View Past Addresses)
Ronald D Coate President
386 PEBBLE BEACH WAY, EAGLE, ID 83616
Allan R Bosch Incorporator
242 N 8TH ST STE 200, BOISE, ID 83702
873 E STATE ST RON COATE, EAGLE, ID 83616 (Mailing) View Map
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Financial Information for Coate Financial Group, Inc.

Form 5500

COATE FINANCIAL GROUP, INC.

873 E State Street, Eagle, Id 83616 (208) 344-1900 EIN:82-0506145 Plan Admin:Ronald Coate
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCOATE FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$614,833 / $628,821 2022 COATE FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 2 / 2 $614,833 / $628,821
2021 Plan NameCOATE FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$487,145 / $614,833 2021 COATE FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 2 / 2 $487,145 / $614,833
2020 Plan NameCOATE FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$390,214 / $487,145 2020 COATE FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 2 / 2 $390,214 / $487,145
2019 Plan NameCOATE FINANCIAL GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$298,805 / $390,214 2019 COATE FINANCIAL GROUP, INC. 401(K) PLAN - Plan #001 2 / 2 $298,805 / $390,214
Benefit & Retirement Plans based on Form 5500.
PPP Loans

COATE FINANCIAL GROUP

2949 E Copper Point Dr, Meridian, Id 83642 Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/14/2020 Approved$31,250 Forgiven$31,431 LenderGlacier Bank Jobs2 04/14/2020 $31,250 $31,431 Glacier Bank 2
PPP Loans based on Paycheck Protection Program.
Address Match:873 E State St Ron Coate Eagle, ID
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Person/City Match:Allan R Bosch - Boise, ID
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The following government agencies have contributed data:

Idaho Secretary of State's Office U.S. Department of Labor U.S. Small Business Administration
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