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  5. OUTSOURCED CFO SERVICES, LLC

OUTSOURCED CFO SERVICES, LLC

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Company Details

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

Agent

Name Role Address
DANIEL RICHARDS Agent 4025 N CECINA PL, MERIDIAN, ID 83646

Member

Name Role Address Appointed On
JAMA Enterprises Member 776 E RIVERSIDE DR, EAGLE, ID 83616-7416 2023-08-03

Manager

Name Role Address Appointed On
Richards Financial Group LLC Manager 776 E RIVERSIDE DR, EAGLE, ID 83616-7416 2020-10-05

Form 5500 Series

Employer Identification Number (EIN):
475622296
Plan Year:
2023
Number Of Participants:
14
Sponsors Telephone Number:
2082973921
File:
View File
Plan Year:
2022
Number Of Participants:
8
Sponsors Telephone Number:
2082973921
File:
View File

Filing

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

USAspending Awards / Financial Assistance

Date:
2020-06-17
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
24900.00
Total Face Value Of Loan:
24900.00
Date:
2020-04-07
Link:
View on USAspending
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:
20200.00
Total Face Value Of Loan:
20200.00
Date:
2017-11-16
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00

Trademarks Section

Serial Number:
88566661
Mark:
PRACTICE SMARTER. PLAY HARDER.
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2019-08-05
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PRACTICE SMARTER. PLAY HARDER.
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Consulting services exclusively to dental practices
First Use:
2018-03-01
International Classes:
035 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-04
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
20200
Current Approval Amount:
20200
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
20359.39

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Date of last update: 12 May 2025

Sources: Idaho Secretary of State

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