Lakeview Financial Services, LLC

Montana
Registered In
05/24/2007
Incorp. Date
Foreign
Registration Type
Idaho
Foreign Jurisdiction

Company Summary

Lakeview Financial Services, LLC in Boise, ID was registered on 05/24/2007. It is listed at 2645 N Cole Rd STE A, Boise, Id 83704.

Registered In
Montana
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Idaho
Company Type
Foreign Limited Liability Company
Status
Inactive-Revoked
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Action Services, Llc Registered Agent
725 SW HIGGINS AVE STE C, MISSOULA, MT 59803
2645 N COLE RD STE A, BOISE, ID 83704 (Mailing) View Map

Financial Information for Lakeview Financial Services, LLC

Form 5500

LAKEVIEW FINANCIAL SERVICES, LLC

10074 West Fairview Avenue Suite 140, Boise, Id 83704 (208) 939-0460 EIN:20-4744878 Plan Admin:Matthew Gallegos
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameLAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY16 / 16 Assets BOY/EOY$1,379,540 / $1,622,429 2023 LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 16 / 16 $1,379,540 / $1,622,429
2022 Plan NameLAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY17 / 16 Assets BOY/EOY$1,480,218 / $1,379,540 2022 LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 17 / 16 $1,480,218 / $1,379,540
2021 Plan NameLAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$1,253,904 / $1,480,218 2021 LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 15 / 17 $1,253,904 / $1,480,218
2020 Plan NameLAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY14 / 14 Assets BOY/EOY$1,002,932 / $1,253,904 2020 LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 14 / 14 $1,002,932 / $1,253,904
2019 Plan NameLAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY15 / 14 Assets BOY/EOY$744,542 / $1,002,932 2019 LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN - Plan #001 15 / 14 $744,542 / $1,002,932
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LAKEVIEW FINANCIAL SERVICES, LLC

10074 W Fairview Ave, BOISE, ID 83704-5064
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$313,983 Forgiven$315,741 LenderU.S. Bank, National Association Jobs15 04/28/2020 $313,983 $315,741 U.S. Bank, National Association 15
PPP Loans based on Paycheck Protection Program.
Address Match:2645 N Cole Rd Ste a Boise, ID
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Related Business Names:
Lakeview Financial Services, LLC Registered in Michigan
Boise, ID Eaton Rapids, MI View Report
Boise, ID Cleveland, OH View Report
Lakeview Financial Services, LLC Registered in North Dakota
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Lakeview Financial Services, LLC Registered in Virginia
Boise, ID Mechanicsville, VA View Report
Lakeview Financial Services LLC Registered in Minnesota
Boise, ID Paul, MN View Report
Lakeview Financial Services, LLC Registered in Idaho
Boise, ID View Report
Lakeview Financial Services, LLC Registered in Montana
Boise, ID Helena, MT View Report
Lakeview Financial Services, LLC Registered in Mississippi
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Lakeview Financial Services, LLC Registered in Texas
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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration
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