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CFO Services, PLLC

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Company Details

Name: CFO Services, PLLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 21 Mar 2019 (6 years ago)
Financial Date End: 31 Mar 2026
Entity Number: 3459584
Place of Formation: IDAHO
File Number: 659337
ZIP code: 83864
County: Bonner County
Principal Address: BRETT SWEEZY 708 SUPERIOR ST SANDPOINT, ID 83864
Mailing Address: BRETT SWEEZY 708 W SUPERIOR ST SANDPOINT, ID 83864-1633

Agent

Name Role Address
Brett Sweezy Agent 708 SUPERIOR ST, SANDPOINT, ID 83864

Manager

Name Role Address Appointed On
Brett R Sweezy Manager 708 SUPERIOR ST, SANDPOINT, ID 83864 2021-02-03

Filing

Filing Name Filing Number Filing date
Annual Report 0006096947 2025-02-04
Annual Report 0005588479 2024-02-06
Annual Report 0005091648 2023-02-03
Annual Report 0004592817 2022-02-03
Annual Report 0004154046 2021-02-03

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
5143.00
Total Face Value Of Loan:
5143.00
Date:
2020-04-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
5143
Current Approval Amount:
5143
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
5193.3

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Date of last update: 06 Jul 2025

Sources: Idaho Secretary of State