| 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 |
| 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 | |||||||||||||||||||||||||||||||||||||
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| 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 |
| 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 |
| 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 |
| Name | Role | Address |
|---|---|---|
| GUARDIAN REGISTERED AGENTS LLC | Agent | 955 PIER VIEW DR, IDAHO FALLS, ID 83402 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Matthew Waldrum | Member | 1601 ANTLER DR., IDAHO FALLS, ID 83404 | 2021-05-26 |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8829587002 | 2020-04-08 | 1087 | PPP | 1601 Antler Drive, IDAHO FALLS, ID, 83404 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 20 Apr 2025
Sources: Idaho Secretary of State
