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  5. SBM PARTNERS, INC.

SBM PARTNERS, INC.

Company Details

Entity Name: SBM PARTNERS, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 03 Dec 1981 (43 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 25 Nov 2024 (2 months ago)
Document Number: F56887
FEI/EIN Number 59-2141822
Address: 311 E PARK AVENUE, TALLAHASSEE, FL 32301
Mail Address: 311 E PARK AVENUE, TALLAHASSEE, FL 32301
ZIP code: 32301
County: Leon
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SMITH, BRYAN & MYERS, INC. 401(K) PLAN 2023 592141822 2024-09-30 SMITH, BRYAN & MYERS, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 E PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2024-09-30
Name of individual signing JEFF HARTLEY
Valid signature Filed with authorized/valid electronic signature
SMITH, BRYAN & MYERS, INC. 401(K) PLAN 2022 592141822 2023-10-02 SMITH, BRYAN & MYERS 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVE., TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2023-10-02
Name of individual signing JEFF HARTLEY
Valid signature Filed with authorized/valid electronic signature
SMITH BRYAN & MYERS, INC. 401(K) PLAN 2021 592141822 2022-12-07 SMITH BRYAN & MYERS, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2022-12-07
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature
SMITH BRYAN & MYERS, INC. 401(K) PLAN 2021 592141822 2022-08-04 SMITH BRYAN & MYERS, INC. 12
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2022-08-04
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature
SMITH BRYAN & MYERS, INC. 401(K) PLAN 2020 592141822 2021-06-29 SMITH BRYAN & MYERS, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2021-06-29
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature
SMITH, BRYAN & MYERS, INC. CASH BALANCE PENSION PLAN 2020 592141822 2021-09-23 SMITH, BRYAN & MYERS, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2021-09-23
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature
SMITH, BRYAN & MYERS, INC. CASH BALANCE PENSION PLAN 2020 592141822 2021-11-09 SMITH, BRYAN & MYERS, INC. 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2021-11-09
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature
SMITH, BRYAN & MYERS, INC. CASH BALANCE PENSION PLAN 2019 592141822 2020-10-12 SMITH, BRYAN & MYERS, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature
SMITH BRYAN & MYERS, INC. 401(K) PLAN 2019 592141822 2020-10-12 SMITH BRYAN & MYERS, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature
SMITH, BRYAN & MYERS, INC. CASH BALANCE PENSION PLAN 2018 592141822 2019-09-25 SMITH, BRYAN & MYERS, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 541990
Sponsor’s telephone number 8502245081
Plan sponsor’s address 311 EAST PARK AVENUE, TALLAHASSEE, FL, 32301

Signature of
Role Plan administrator
Date 2019-09-25
Name of individual signing MATT BRYAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Hurley, Lisa M Agent 311 E. PARK AVE, TALLAHASSEE, FL 32301

President

Name Role Address
Hartley, Jeff President 311 E PARK AVENUE, TALLAHASSEE, FL 32301

Director

Name Role Address
Hartley, Jeff Director 311 E PARK AVENUE, TALLAHASSEE, FL 32301
Carmichael, Teye Director 311 E. PARK AVENUE, TALLAHASSEE, FL 32301

Vice President

Name Role Address
Carmichael, Teye Vice President 311 E. PARK AVENUE, TALLAHASSEE, FL 32301

Secretary

Name Role Address
Faircloth, Heather Secretary 311 E PARK AVENUE, TALLAHASSEE, FL 32301

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2024-11-25 SBM PARTNERS, INC. No data
REGISTERED AGENT NAME CHANGED 2019-03-15 Hurley, Lisa M No data
AMENDMENT 2013-12-18 No data No data
CHANGE OF MAILING ADDRESS 2008-03-28 311 E PARK AVENUE, TALLAHASSEE, FL 32301 No data
CHANGE OF PRINCIPAL ADDRESS 2005-05-02 311 E PARK AVENUE, TALLAHASSEE, FL 32301 No data
REGISTERED AGENT ADDRESS CHANGED 2000-01-21 311 E. PARK AVE, TALLAHASSEE, FL 32301 No data
NAME CHANGE AMENDMENT 1995-11-08 SMITH, BRYAN & MYERS, INC. No data

Documents

Name Date
Name Change 2024-11-25
ANNUAL REPORT 2024-03-07
ANNUAL REPORT 2023-02-01
AMENDED ANNUAL REPORT 2022-03-31
ANNUAL REPORT 2022-02-01
ANNUAL REPORT 2021-01-20
ANNUAL REPORT 2020-02-17
ANNUAL REPORT 2019-03-15
ANNUAL REPORT 2018-04-24
ANNUAL REPORT 2017-02-24

Related by officers

Hurley, Lisa M

B.V.M. FINANCIAL CORPORATION

Related by address

No related companies by address

Date of last update: 05 Feb 2025

Sources: Florida Department of State

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