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  5. LAKEVIEW FINANCIAL SERVICES, LLC

LAKEVIEW FINANCIAL SERVICES, LLC

Headquarter

Company Details

Name: LAKEVIEW FINANCIAL SERVICES, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 24 Apr 2006 (19 years ago)
Financial Date End: 30 Apr 2025
Entity Number: 161627
Place of Formation: IDAHO
File Number: 161627
ZIP code: 83704
County: Ada County
Principal Address: 10074 W FAIRVIEW AVE STE 140 BOISE, ID 83704
Mailing Address: STE 140 10074 W FAIRVIEW AVE BOISE, ID 83704-5002

Links between entities

Type Company Name Company Number State
Headquarter of LAKEVIEW FINANCIAL SERVICES, LLC, MISSISSIPPI 947572 MISSISSIPPI
Headquarter of LAKEVIEW FINANCIAL SERVICES, LLC, MINNESOTA cb624714-bfa0-ed11-9068-00155d01c614 MINNESOTA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN 2023 204744878 2024-06-13 LAKEVIEW FINANCIAL SERVICES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524290
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 WEST FAIRVIEW AVENUE, SUITE 140, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2024-06-13
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-13
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN 2022 204744878 2023-06-28 LAKEVIEW FINANCIAL SERVICES, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524290
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 WEST FAIRVIEW AVENUE, SUITE 140, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-28
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN 2021 204744878 2022-06-23 LAKEVIEW FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 WEST FAIRVIEW AVENUE, #140, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2022-06-23
Name of individual signing MATT GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-23
Name of individual signing MATT GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN 2020 204744878 2021-05-07 LAKEVIEW FINANCIAL SERVICES, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 WEST FAIRVIEW AVENUE, #140, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2021-05-07
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-07
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN 2019 204744878 2020-06-24 LAKEVIEW FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 WEST FAIRVIEW AVENUE, #140, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2020-06-24
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-24
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN 2018 204744878 2019-07-30 LAKEVIEW FINANCIAL SERVICES, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 WEST FAIRVIEW AVENUE, #140, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2019-07-30
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-30
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with incorrect/unrecognized electronic signature
LAKEVIEW FINANCIAL SERVICES, LLC 401(K) PLAN 2017 204744878 2018-07-31 LAKEVIEW FINANCIAL SERVICES, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 WEST FAIRVIEW AVENUE, #140, BOISE, ID, 83704

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-31
Name of individual signing MATTHEW GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES LLC 401(K) PLAN 2016 204744878 2017-06-30 LAKEVIEW FINANCIAL SERVICES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524140
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 W FAIRVIEW AVE STE 140, BOISE, ID, 837045002

Signature of
Role Plan administrator
Date 2017-06-30
Name of individual signing MATT GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES LLC 401(K) PLAN 2015 204744878 2016-07-27 LAKEVIEW FINANCIAL SERVICES LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524140
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 W FAIRVIEW AVE STE 140, BOISE, ID, 837045002

Signature of
Role Plan administrator
Date 2016-07-27
Name of individual signing MATT GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-27
Name of individual signing MATT GALLEGOS
Valid signature Filed with authorized/valid electronic signature
LAKEVIEW FINANCIAL SERVICES LLC 401K PLAN 2014 204744878 2015-07-17 LAKEVIEW FINANCIAL SERVICES LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524140
Sponsor’s telephone number 2089390460
Plan sponsor’s address 10074 W FAIRVIEW AVE STE 145, BOISE, ID, 837045002

Signature of
Role Plan administrator
Date 2015-07-17
Name of individual signing MATT GALLEGOS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-17
Name of individual signing MATT GALLEGOS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MATTHEW GALLEGOS Agent 10074 W FAIRVIEW AVE STE 140, BOISE, ID 83704

Member

Name Role Address Appointed On
Matthew Gallegos Member 10074 W FAIRVIEW AVE STE 140, BOISE, ID 83704 2021-03-12
Michael Burns Member 10074 W FAIRVIEW AVE STE 140, BOISE, ID 83704 2024-04-03
Richard Gallegos Member 10074 W FAIRVIEW AVE STE 140, BOISE, ID 83704 2024-04-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005668577 2024-04-03
Annual Report 0005146468 2023-03-08
Annual Report 0004655669 2022-03-11
Annual Report 0004206766 2021-03-12
Annual Report 0003830548 2020-04-03
Annual Report 0003474990 2019-04-10
Annual Report 0001554999 2018-04-06
Annual Report 0001554998 2017-03-31
Annual Report 0001554997 2016-03-10
Annual Report 0001554996 2015-03-18

Related by officers

MATTHEW GALLEGOS

LFS VENTURES, LLC MOBILE INSURANCE SOLUTIONS, LLC

Matthew Gallegos

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Michael Burns

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Richard Gallegos

BOW WOW PROMOTIONS, LLC.

Related by address

10074 W FAIRVIEW AVE STE 140 BOISE, ID 83704

LFS VENTURES, LLC

STE 140 10074 W FAIRVIEW AVE BOISE, ID 83704-5002

LFS VENTURES, LLC LFS HOLDINGS, LLC Price4Life, LLC

Date of last update: 02 Dec 2024

Sources: Idaho Secretary of State

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