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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 2026
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 Resigned On
Matthew Gallegos Member 10074 W FAIRVIEW AVE STE 140, BOISE, ID 83704 2021-03-12 No data
Michael Burns Member 10074 W FAIRVIEW AVE STE 140, BOISE, ID 83704 2024-04-03 2024-04-03
Richard Gallegos Member 10074 W FAIRVIEW AVE STE 140, BOISE, ID 83704 2024-04-03 2024-04-03

Filing

Filing Name Filing Number Filing date
Annual Report 0006167579 2025-03-21
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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7233337209 2020-04-28 1087 PPP 10074 W Fairview Ave, BOISE, ID, 83704-5064
Loan Status Date 2021-03-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 313982.5
Loan Approval Amount (current) 313982.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 53803
Servicing Lender Name U.S. Bank, National Association
Servicing Lender Address 425 Walnut St, CINCINNATI, OH, 45202-3956
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOISE, ADA, ID, 83704-5064
Project Congressional District ID-02
Number of Employees 15
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 53803
Originating Lender Name U.S. Bank, National Association
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 315741.46
Forgiveness Paid Date 2021-02-16

Related by officers

MATTHEW GALLEGOS

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Matthew Gallegos

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Richard Gallegos

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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: 01 Apr 2025

Sources: Idaho Secretary of State

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