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ARBOR WEALTH MANAGEMENT, LLC

Company Details

Entity Name: ARBOR WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Inactive
Date Filed: 23 Mar 2010 (15 years ago)
Date of dissolution: 02 Mar 2024 (a year ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 02 Mar 2024 (a year ago)
Document Number: L10000031879
FEI/EIN Number 272184221
Address: 870 Shore Drive, MIRAMAR BEACH, FL, 32550, US
Mail Address: 870 Shore Drive, MIRAMAR BEACH, FL, 32550, US
ZIP code: 32550
County: Walton
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1667164 13330 EMERALD COAST PARKWAY W, MIRAMAR BEACH, FL, 32550 13330 EMERALD COAST PARKWAY W, MIRAMAR BEACH, FL, 32550 850-608-6121

Filings since 2022-01-25

Form type 13F-HR
File number 028-17389
Filing date 2022-01-25
Reporting date 2021-12-31
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Filings since 2021-10-19

Form type 13F-HR
File number 028-17389
Filing date 2021-10-19
Reporting date 2021-09-30
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Filings since 2021-07-20

Form type 13F-HR
File number 028-17389
Filing date 2021-07-20
Reporting date 2021-06-30
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Filings since 2021-04-27

Form type 13F-HR
File number 028-17389
Filing date 2021-04-27
Reporting date 2021-03-31
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Filings since 2021-02-11

Form type 13F-HR
File number 028-17389
Filing date 2021-02-11
Reporting date 2020-12-31
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Filings since 2020-11-03

Form type 13F-HR
File number 028-17389
Filing date 2020-11-03
Reporting date 2020-09-30
File View File

Filings since 2020-07-31

Form type 13F-HR
File number 028-17389
Filing date 2020-07-31
Reporting date 2020-06-30
File View File

Filings since 2020-04-21

Form type 13F-HR
File number 028-17389
Filing date 2020-04-21
Reporting date 2020-03-31
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Filings since 2020-02-12

Form type 13F-HR
File number 028-17389
Filing date 2020-02-12
Reporting date 2019-12-31
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Filings since 2019-11-06

Form type 13F-HR
File number 028-17389
Filing date 2019-11-06
Reporting date 2019-09-30
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Filings since 2019-07-16

Form type 13F-HR
File number 028-17389
Filing date 2019-07-16
Reporting date 2019-06-30
File View File

Filings since 2019-05-15

Form type 13F-HR
File number 028-17389
Filing date 2019-05-15
Reporting date 2019-03-31
File View File

Filings since 2019-03-11

Form type 13F-HR
File number 028-17389
Filing date 2019-03-11
Reporting date 2018-12-31
File View File

Filings since 2018-11-13

Form type 13F-HR
File number 028-17389
Filing date 2018-11-13
Reporting date 2018-09-30
File View File

Filings since 2018-08-16

Form type 13F-HR
File number 028-17389
Filing date 2018-08-16
Reporting date 2018-06-30
File View File

Filings since 2018-05-17

Form type 13F-HR
File number 028-17389
Filing date 2018-05-17
Reporting date 2018-03-31
File View File

Filings since 2018-02-21

Form type 13F-HR
File number 028-17389
Filing date 2018-02-21
Reporting date 2017-12-31
File View File

Filings since 2017-11-15

Form type 13F-HR
File number 028-17389
Filing date 2017-11-15
Reporting date 2017-09-30
File View File

Filings since 2017-08-14

Form type 13F-HR
File number 028-17389
Filing date 2017-08-14
Reporting date 2017-06-30
File View File

Filings since 2017-05-15

Form type 13F-HR
File number 028-17389
Filing date 2017-05-15
Reporting date 2017-03-31
File View File

Filings since 2017-02-14

Form type 13F-HR
File number 028-17389
Filing date 2017-02-14
Reporting date 2016-12-31
File View File

Filings since 2016-11-14

Form type 13F-HR
File number 028-17389
Filing date 2016-11-14
Reporting date 2016-09-30
File View File

Filings since 2016-08-10

Form type 13F-HR
File number 028-17389
Filing date 2016-08-10
Reporting date 2016-06-30
File View File

Filings since 2016-05-16

Form type 13F-HR
File number 028-17389
Filing date 2016-05-16
Reporting date 2016-03-31
File View File

Filings since 2016-02-19

Form type 13F-HR
File number 028-17389
Filing date 2016-02-19
Reporting date 2015-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2022 272184221 2023-10-09 ARBOR WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 870 SHORE DRIVE, MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 272184221 2023-10-09 ARBOR WEALTH MANAGEMENT, LLC 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 870 SHORE DRIVE, MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 272184221 2023-10-09 ARBOR WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 870 SHORE DRIVE, MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 272184221 2022-10-13 ARBOR WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2021 272184221 2022-10-13 ARBOR WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2020 272184221 2021-10-13 ARBOR WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2020 272184221 2021-10-13 ARBOR WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2019 272184221 2020-09-03 ARBOR WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC 401(K) PLAN 2019 272184221 2020-09-10 ARBOR WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8506086121
Plan sponsor’s address 13330 EMERALD COAST PARKWAY W., MIRAMAR BEACH, FL, 32550
ARBOR WEALTH MANAGEMENT, LLC DEFINED BENEFIT PLAN 2018 272184221 2019-07-25 ARBOR WEALTH MANAGEMENT, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Plan sponsor’s address 8955 EMERALD COAST PARKWAY, STE 104, MIRAMAR BEACH, FL, 32550

Agent

Name Role Address
McDowell Margaret RMGRM Agent 870 Shore Drive, MIRAMAR BEACH, FL, 32550

Manager

Name Role Address
McDowell Margaret R Manager 870 Shore Drive, MIRAMAR BEACH, FL, 32550
McDowell Paul G Manager 870 Shore Drive, Miramar Beach, FL, 32550

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000033224 ARBOR WEALTH ACTIVE 2020-03-17 2025-12-31 No data 13330 EMERALD COAST PARKWAY, MIRAMAR BEACH, FL, 32550

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2024-03-02 No data No data
CHANGE OF PRINCIPAL ADDRESS 2023-02-28 870 Shore Drive, MIRAMAR BEACH, FL 32550 No data
REGISTERED AGENT ADDRESS CHANGED 2023-02-28 870 Shore Drive, MIRAMAR BEACH, FL 32550 No data
CHANGE OF MAILING ADDRESS 2022-01-10 870 Shore Drive, MIRAMAR BEACH, FL 32550 No data
REGISTERED AGENT NAME CHANGED 2019-04-24 McDowell, Margaret R, MGRM No data

Documents

Name Date
VOLUNTARY DISSOLUTION 2024-03-02
ANNUAL REPORT 2023-02-28
ANNUAL REPORT 2022-01-10
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-04-24
ANNUAL REPORT 2018-02-27
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-04-18
ANNUAL REPORT 2015-04-21

Date of last update: 03 Feb 2025

Sources: Florida Department of State