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CFO Services, PLLC

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
Annual Report 0003768175 2020-02-06
Initial Filing 0003459584 2019-03-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9353567201 2020-04-28 1094 PPP 708 SUPERIOR ST, SANDPOINT, ID, 83864
Loan Status Date 2021-06-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 5143
Loan Approval Amount (current) 5143
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description New Business or 2 years or less
Project Address SANDPOINT, BONNER, ID, 83864-0001
Project Congressional District ID-01
Number of Employees 1
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 5193.3
Forgiveness Paid Date 2021-04-29

Date of last update: 14 Apr 2025

Sources: Idaho Secretary of State