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  5. LPF ADVISORS, LLC

LPF ADVISORS, LLC

Company Details

Entity Name: LPF ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 28 Oct 2005 (19 years ago)
Document Number: L05000105621
FEI/EIN Number 20-3723309
Address: 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232
Mail Address: 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232
ZIP code: 34232
County: Sarasota
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1799556 2601 CATTLEMEN RD, SUITE 302, SARASOTA, FL, 34232 2601 CATTLEMEN RD, SUITE 302, SARASOTA, FL, 34232 941-907-0101

Filings since 2024-10-21
Form type 13F-HR
File number 028-24097
Filing date 2024-10-21
Reporting date 2024-09-30
File View File

Filings since 2024-07-22
Form type N-PX
File number 028-24097
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-07-12
Form type 13F-HR
File number 028-24097
Filing date 2024-07-12
Reporting date 2024-06-30
File View File

Filings since 2024-05-07
Form type 13F-HR
File number 028-24097
Filing date 2024-05-07
Reporting date 2024-03-31
File View File

Filings since 2024-05-06
Form type 13F-HR
File number 028-24097
Filing date 2024-05-06
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LPF ADVISORS LLC CASH BALANCE PLAN 2023 203723309 2024-07-25 LPF ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 203723309 2024-05-28 LPF ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2022 203723309 2023-08-01 LPF ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 203723309 2023-03-23 LPF ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2021 203723309 2022-05-27 LPF ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 203723309 2022-04-05 LPF ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2020 203723309 2021-05-17 LPF ADVISORS LLC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 203723309 2021-03-22 LPF ADVISORS LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 203723309 2020-04-22 LPF ADVISORS LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2019 203723309 2020-07-02 LPF ADVISORS LLC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241

Agent

Name Role Address
Flammang, Kristopher Agent 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232

Manager

Name Role Address
PICCHI, MARK A Manager 2601 Cattlemen Road, Suite 302 SARASOTA, FL 34232
FLAMMANG, KRISTOPHER Manager 2601 Cattlemen Road, Suite 302 SARASOTA, FL 34232

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G15000021946 LPF FINANCIAL ADVISORS ACTIVE 2015-03-02 2025-12-31 No data 2601 CATTLEMEN RD,SUITE 302, SARASOTA, FL, 34232

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-02-20 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232 No data
CHANGE OF MAILING ADDRESS 2015-02-20 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232 No data
REGISTERED AGENT NAME CHANGED 2015-02-20 Flammang, Kristopher No data
REGISTERED AGENT ADDRESS CHANGED 2015-02-20 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232 No data

Documents

Name Date
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-01-13
ANNUAL REPORT 2022-01-18
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-07
ANNUAL REPORT 2019-04-04
ANNUAL REPORT 2018-01-05
ANNUAL REPORT 2017-01-23
ANNUAL REPORT 2016-04-18
ANNUAL REPORT 2015-02-20

Related by officers

PICCHI, MARK A

CHIWELL ENTERPRISES LLC TB9103, LLC LPF LEGACY, LLC

FLAMMANG, KRISTOPHER

SARASOTA CLOSET CO, LLC LPF LEGACY, LLC

Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Florida Department of State

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