| Name: | OUTSOURCED CFO SERVICES, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 30 Sep 2015 (10 years ago) |
| Financial Date End: | 30 Sep 2025 |
| Entity Number: | 476483 |
| Place of Formation: | IDAHO |
| File Number: | 476483 |
| ZIP code: | 83642 |
| County: | Ada County |
| Principal Address: | 3313 W CHERRY LN STE 230 MERIDIAN, ID 83642 |
| Mailing Address: | STE 208 776 E RIVERSIDE DR EAGLE, ID 83616-7416 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CFO DENTAL PARTNERS 401(K) PLAN | 2023 | 475622296 | 2024-05-02 | OUTSOURCED CFO SERVICES, LLC | 14 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-02 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 541219 |
| Sponsor’s telephone number | 2082973921 |
| Plan sponsor’s address | 3313 W CHERRY LN, SUITE 230, MERIDIAN, ID, 83642 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| DANIEL RICHARDS | Agent | 4025 N CECINA PL, MERIDIAN, ID 83646 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| JAMA Enterprises | Member | 776 E RIVERSIDE DR, EAGLE, ID 83616-7416 | 2023-08-03 |
| Name | Role | Address | Appointed On |
|---|---|---|---|
| Richards Financial Group LLC | Manager | 776 E RIVERSIDE DR, EAGLE, ID 83616-7416 | 2020-10-05 |
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0005922024 | 2024-10-03 |
| Annual Report | 0005346998 | 2023-08-03 |
| Annual Report | 0004941513 | 2022-10-06 |
| Annual Report | 0004451271 | 2021-10-19 |
| Annual Report | 0004022463 | 2020-10-05 |
| Annual Report | 0003622843 | 2019-09-16 |
| Annual Report | 0002992269 | 2018-08-06 |
| Annual Report | 0002992268 | 2017-07-27 |
| Annual Report | 0002992271 | 2016-08-15 |
| Statement of Change of Business Mailing Address | 0002992270 | 2016-01-11 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4882117002 | 2020-04-04 | 1087 | PPP | 776 RIVERSIDE DR STE 208, EAGLE, ID, 83616-7416 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 09 Apr 2025
Sources: Idaho Secretary of State
