| Entity Name: | AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 21 Apr 2008 (17 years ago) |
| Document Number: | L08000039748 |
| FEI/EIN Number | 262464137 |
| Address: | 2621 Forest Rd, SPRING HILL, FL, 34606, US |
| Mail Address: | 2621 Forest Rd, SPRING HILL, FL, 34606, US |
| ZIP code: | 34606 |
| County: | Hernando |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES 401(K) PLAN | 2023 | 262464137 | 2024-09-19 | AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES | 6 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-09-19 |
| Name of individual signing | MELISA LLOYD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-09-19 |
| Name of individual signing | MELISA LLOYD |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Lloyd MELISA M | Agent | 2621 Forest Rd, SPRING HILL, FL, 34606 |
| Name | Role | Address |
|---|---|---|
| Lloyd MELISA M | Auth | 2621 Forest Rd, SPRING HILL, FL, 34606 |
| Harvey Nathan J | Auth | 2621 Forest Rd, SPRING HILL, FL, 34606 |
| Harvey Rebecca L | Auth | 2621 Forest Rd, SPRING HILL, FL, 34606 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2020-01-29 | Lloyd, MELISA M | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2015-04-27 | 2621 Forest Rd, SPRING HILL, FL 34606 | No data |
| CHANGE OF MAILING ADDRESS | 2015-04-27 | 2621 Forest Rd, SPRING HILL, FL 34606 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2015-04-27 | 2621 Forest Rd, SPRING HILL, FL 34606 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-26 |
| ANNUAL REPORT | 2023-01-20 |
| ANNUAL REPORT | 2022-06-09 |
| ANNUAL REPORT | 2021-03-12 |
| ANNUAL REPORT | 2020-01-29 |
| ANNUAL REPORT | 2019-04-08 |
| ANNUAL REPORT | 2018-04-23 |
| ANNUAL REPORT | 2017-03-21 |
| ANNUAL REPORT | 2016-04-27 |
| ANNUAL REPORT | 2015-04-27 |
Date of last update: 03 Feb 2025
Sources: Florida Department of State
