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  5. HARBOR VIEW ADVISORS, LLC

HARBOR VIEW ADVISORS, LLC

Company Details

Entity Name: HARBOR VIEW ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 08 Jul 2009 (16 years ago)
Last Event: LC AMENDED AND RESTATED ARTICLES
Event Date Filed: 02 Sep 2020 (4 years ago)
Document Number: L09000065897
FEI/EIN Number 27-0505590
Address: 310 3rd Street, Suite 201, Neptune Beach, FL 32266
Mail Address: 310 3rd Street, SUITE 201, Neptune Beach, FL 32266
ZIP code: 32266
County: Duval
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1473290 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266 (904) 514-4123

Filings since 2024-04-04
Form type X-17A-5
File number 008-68401
Filing date 2024-04-04
Reporting date 2023-12-31
File View File

Filings since 2023-04-06
Form type X-17A-5
File number 008-68401
Filing date 2023-04-06
Reporting date 2022-12-31
File View File

Filings since 2022-04-04
Form type X-17A-5
File number 008-68401
Filing date 2022-04-04
Reporting date 2021-12-31
File View File

Filings since 2021-04-05
Form type X-17A-5
File number 008-68401
Filing date 2021-04-05
Reporting date 2020-12-31
File View File

Filings since 2020-03-02
Form type X-17A-5
File number 008-68401
Filing date 2020-03-02
Reporting date 2019-12-31
File View File

Filings since 2018-03-01
Form type X-17A-5
File number 008-68401
Filing date 2018-03-01
Reporting date 2017-12-31
File View File

Filings since 2017-03-01
Form type X-17A-5
File number 008-68401
Filing date 2017-03-01
Reporting date 2016-12-31
File View File

Filings since 2016-02-25
Form type X-17A-5
File number 008-68401
Filing date 2016-02-25
Reporting date 2015-12-31
File View File

Filings since 2015-04-28
Form type X-17A-5/A
File number 008-68401
Filing date 2015-04-28
Reporting date 2014-12-31
File View File

Filings since 2015-03-04
Form type X-17A-5
File number 008-68401
Filing date 2015-03-04
Reporting date 2014-12-31
File View File

Filings since 2014-02-28
Form type X-17A-5
File number 008-68401
Filing date 2014-02-28
Reporting date 2013-12-31
File View File

Filings since 2013-03-01
Form type X-17A-5
File number 008-68401
Filing date 2013-03-01
Reporting date 2012-12-31
File View File

Filings since 2012-02-29
Form type X-17A-5
File number 008-68401
Filing date 2012-02-29
Reporting date 2011-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2023 270505590 2024-10-12 HARBOR VIEW ADVISORS, LLC 13
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2023 270505590 2024-10-12 HARBOR VIEW ADVISORS, LLC 40
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 310 3RD STREET, SUITE 201, NEPTUNE BEACH, FL, 32266
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2022 270505590 2023-10-12 HARBOR VIEW ADVISORS, LLC 11
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2022 270505590 2023-10-12 HARBOR VIEW ADVISORS, LLC 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2021 270505590 2022-10-07 HARBOR VIEW ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2021 270505590 2022-10-07 HARBOR VIEW ADVISORS, LLC 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2020 270505590 2021-10-13 HARBOR VIEW ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2020 270505590 2021-10-13 HARBOR VIEW ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082
HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN 2019 270505590 2020-10-14 HARBOR VIEW ADVISORS, LLC 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA, FL, 32082
HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN 2019 270505590 2020-10-14 HARBOR VIEW ADVISORS, LLC 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2018-01-01
Business code 541600
Sponsor’s telephone number 9042854278
Plan sponsor’s address 822 A1A NORTH, SUITE 200, PONTE VEDRA BEACH, FL, 32082

Agent

Name Role
HVA HOLDINGS, LLC Agent

Manager

Name Role Address
MATHIS, JOHN K Manager 3414 1st Street South, Jacksonville Beach, FL 32250
MATHIS, CAROLYN Manager 3414 1st Street South, Jacksonville Beach, FL 32250

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-02-09 310 3rd Street, Suite 201, Neptune Beach, FL 32266 No data
CHANGE OF MAILING ADDRESS 2023-02-09 310 3rd Street, Suite 201, Neptune Beach, FL 32266 No data
REGISTERED AGENT ADDRESS CHANGED 2023-02-09 310 3rd Street, Suite 201, Neptune Beach, FL 32266 No data
LC AMENDED AND RESTATED ARTICLES 2020-09-02 No data No data
LC AMENDMENT 2011-04-12 No data No data
REGISTERED AGENT NAME CHANGED 2011-02-16 HVA HOLDINGS, LLC No data
LC AMENDMENT AND NAME CHANGE 2010-11-05 HARBOR VIEW ADVISORS, LLC No data

Documents

Name Date
ANNUAL REPORT 2024-02-28
ANNUAL REPORT 2023-02-09
ANNUAL REPORT 2022-02-21
ANNUAL REPORT 2021-04-08
LC Amended and Restated Art 2020-09-02
ANNUAL REPORT 2020-04-06
ANNUAL REPORT 2019-04-18
ANNUAL REPORT 2018-04-05
ANNUAL REPORT 2017-04-07
ANNUAL REPORT 2016-03-14

Related by officers

MATHIS, JOHN K

HV CLOUDREDY HOLDINGS, LLC HV PACESETTER HOLDINGS, LLC HVA HOLDINGS, LLC

MATHIS, CAROLYN

SAWGRASS CAPITAL PARTNERS, LLC BREEZE SOLUTIONS, LLC HARBOR VIEW INNOVATION CENTER, LLC HV ANTISYN HOLDINGS, LLC HV GREENJOB HOLDINGS, LLC UNCAGED CORK LLC UNCAGED TASTING ROOM LLC HARBOR VIEW CFO SERVICES, LLC HV LIIRN, LLC CHANGE THE NARRATIVE FOUNDATION INC.

Related by address

310 3rd Street, Suite 201, Neptune Beach, FL 32266

HV CLOUDREDY HOLDINGS, LLC HV PACESETTER HOLDINGS, LLC HARBOR VIEW CFO SERVICES, LLC HVA HOLDINGS, LLC

310 3rd Street, SUITE 201, Neptune Beach, FL 32266

HV CLOUDREDY HOLDINGS, LLC

Date of last update: 25 Jan 2025

Sources: Florida Department of State

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