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CASTLE LAKE INSURANCE, LLC

Company Details

Name: CASTLE LAKE INSURANCE, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 28 May 1998 (27 years ago)
Financial Date End: 31 May 2025
Entity Number: 33722
Place of Formation: IDAHO
File Number: 33722
ZIP code: 83404
County: Bonneville County
Principal Address: 1601 ANTLER DRIVE IDAHO FALLS, ID 83404

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CASTLE LAKE INSURANCE LLC SAFE HARBOR 401(K) 2009 820503381 2010-12-09 CASTLE LAKE INSURANCE LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 2085227778
Plan sponsor’s mailing address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404
Plan sponsor’s address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404

Plan administrator’s name and address

Administrator’s EIN 820503381
Plan administrator’s name CASTLE LAKE INSURANCE LLC
Plan administrator’s address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404
Administrator’s telephone number 2085227778

Number of participants as of the end of the plan year

Active participants 5
Number of participants with account balances as of the end of the plan year 5

Signature of

Role Plan administrator
Date 2010-12-09
Name of individual signing GERALD SEARLE
Valid signature Filed with authorized/valid electronic signature
CASTLE LAKE INSURANCE LLC SAFE HARBOR 401(K) 2009 820503381 2010-12-14 CASTLE LAKE INSURANCE LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 2085227778
Plan sponsor’s mailing address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404
Plan sponsor’s address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404

Plan administrator’s name and address

Administrator’s EIN 820503381
Plan administrator’s name CASTLE LAKE INSURANCE LLC
Plan administrator’s address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404
Administrator’s telephone number 2085227778

Number of participants as of the end of the plan year

Active participants 5
Number of participants with account balances as of the end of the plan year 5

Signature of

Role Plan administrator
Date 2010-12-14
Name of individual signing GERALD SEARLE
Valid signature Filed with authorized/valid electronic signature
CASTLE LAKE INSURANCE LLC SAFE HARBOR 401(K) 2009 820503381 2010-12-14 CASTLE LAKE INSURANCE LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 524210
Sponsor’s telephone number 2085227778
Plan sponsor’s mailing address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404
Plan sponsor’s address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404

Plan administrator’s name and address

Administrator’s EIN 820503381
Plan administrator’s name CASTLE LAKE INSURANCE LLC
Plan administrator’s address 3385 S HOLMES AVE, IDAHO FALLS, ID, 83404
Administrator’s telephone number 2085227778

Number of participants as of the end of the plan year

Active participants 5
Number of participants with account balances as of the end of the plan year 5

Signature of

Role Plan administrator
Date 2010-12-14
Name of individual signing GERALD SEARLE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GUARDIAN REGISTERED AGENTS LLC Agent 955 PIER VIEW DR, IDAHO FALLS, ID 83402

Member

Name Role Address Appointed On
Matthew Waldrum Member 1601 ANTLER DR., IDAHO FALLS, ID 83404 2021-05-26

Filing

Filing Name Filing Number Filing date
Amendment to Certificate 0005989839 2024-11-20
Annual Report 0005750855 2024-05-30
Annual Report 0005254307 2023-05-31
Annual Report 0004760854 2022-05-31
Annual Report 0004291861 2021-05-26
Annual Report 0003880220 2020-05-19
Annual Report 0003496426 2019-04-29
Annual Report 0001054111 2018-05-18
Annual Report 0001054110 2017-05-22
Annual Report 0001054129 2016-05-24

Date of last update: 28 Nov 2024

Sources: Idaho Secretary of State