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EVEREST FINANCIAL ADVISORS, LLC

Company Details

Entity Name: EVEREST FINANCIAL ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 08 Jan 2010 (15 years ago)
Document Number: L10000002934
FEI/EIN Number 27-1634852
Address: 9720 STIRLING ROAD, 107, COOPER CITY, FL 33024
Mail Address: 9720 STIRLING ROAD, 107, COOPER CITY, FL 33024
ZIP code: 33024
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EVEREST FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2023 271634852 2024-04-17 EVEREST FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 9542331960
Plan sponsor’s address 9720 STIRLING ROAD,, SUITE 107,, COOPER CITY, FL, 33024

Signature of

Role Plan administrator
Date 2024-04-17
Name of individual signing LEONARDO NUNEZ
Valid signature Filed with authorized/valid electronic signature
EVEREST FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 271634852 2023-09-21 EVEREST FINANCIAL ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 9542331960
Plan sponsor’s address 9720 STIRLING ROAD,, SUITE 107,, COOPER CITY, FL, 33024

Signature of

Role Plan administrator
Date 2023-09-21
Name of individual signing LEONARDO NUNEZ
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ESTEP, JAMES E, III Agent 9720 STIRLING ROAD, 107, COOPER CITY, FL 33024

Managing Member

Name Role Address
JAMES, ESTEP E, III Managing Member 9720 STIRLING ROAD, 107 COOPER CITY, FL 33024
LEO, NUNEZ Managing Member 9720 STIRLING ROAD, 107 COOPER CITY, FL 33024

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-01-26 ESTEP, JAMES E, III No data
CHANGE OF PRINCIPAL ADDRESS 2017-03-31 9720 STIRLING ROAD, 107, COOPER CITY, FL 33024 No data
CHANGE OF MAILING ADDRESS 2017-03-31 9720 STIRLING ROAD, 107, COOPER CITY, FL 33024 No data
REGISTERED AGENT ADDRESS CHANGED 2017-03-31 9720 STIRLING ROAD, 107, COOPER CITY, FL 33024 No data

Documents

Name Date
ANNUAL REPORT 2024-01-26
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-03-05
ANNUAL REPORT 2019-03-30
ANNUAL REPORT 2018-02-28
ANNUAL REPORT 2017-03-31
ANNUAL REPORT 2016-03-07
ANNUAL REPORT 2015-01-23

Date of last update: 25 Jan 2025

Sources: Florida Department of State