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MCPHERSON FINANCIAL GROUP, LLC

Company Details

Entity Name: MCPHERSON FINANCIAL GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 07 May 2010 (15 years ago)
Document Number: L10000049452
FEI/EIN Number 320310766
Address: 3159 ALZANTE CIRCLE, MELBOURNE, FL, 32940, US
Mail Address: 3159 ALZANTE CIRCLE, MELBOURNE, FL, 32940, US
ZIP code: 32940
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCPHERSON FINANCIAL GROUP 401(K) PLAN 2023 320310766 2024-10-15 MCPHERSON FINANCIAL GROUP LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3212532016
Plan sponsor’s address 3159 ALZANTE CIRCLE, UNIT 101, MELBOURNE, FL, 32940

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing ARTHUR MCPHERSON
Valid signature Filed with authorized/valid electronic signature
MCPHERSON FINANCIAL GROUP 401(K) PLAN 2020 320310766 2021-09-14 MCPHERSON FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3212532016
Plan sponsor’s address 3159 ALZANTE CIRCLE, UNIT 101, MELBOURNE, FL, 32940

Signature of

Role Plan administrator
Date 2021-09-14
Name of individual signing ARTHUR R MCPHERSON
Valid signature Filed with authorized/valid electronic signature
MCPHERSON FINANCIAL GROUP 401(K) PLAN 2019 320310766 2020-10-13 MCPHERSON FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3212532016
Plan sponsor’s address 3159 ALZANTE CIRCLE, UNIT 101, MELBOURNE, FL, 32940

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing ARTHUR R MCPHERSON
Valid signature Filed with authorized/valid electronic signature
MCPHERSON FINANCIAL GROUP 401(K) PLAN 2018 320310766 2019-09-13 MCPHERSON FINANCIAL GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3212532016
Plan sponsor’s address 3159 ALZANTE CIRCLE, UNIT 101, MELBOURNE, FL, 32940

Signature of

Role Plan administrator
Date 2019-09-13
Name of individual signing ARTHUR R MCPHERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-13
Name of individual signing ARTHUR R MCPHERSON
Valid signature Filed with authorized/valid electronic signature
MCPHERSON FINANCIAL GROUP 401(K) PLAN 2017 320310766 2018-10-11 MCPHERSON FINANCIAL GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 3212532016
Plan sponsor’s address 3159 ALZANTE CIRCLE, UNIT 101, MELBOURNE, FL, 32940

Signature of

Role Plan administrator
Date 2018-10-11
Name of individual signing ARTHUR R, MCPHERSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MCPHERSON ARTHUR Agent 3159 ALZANTE CIRCLE, MELBOURNE, FL, 32940

Managing Member

Name Role Address
MCPHERSON ARTHUR Managing Member 3159 ALZANTE CIRCLE, MELBOURNE, FL, 32940
MCPHERSON JULIE Managing Member 3159 ALZANTE CIRCLE, MELBOURNE, FL, 32940

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-04-06 3159 ALZANTE CIRCLE, Ste. 101, MELBOURNE, FL 32940 No data
CHANGE OF PRINCIPAL ADDRESS 2017-04-05 3159 ALZANTE CIRCLE, Ste 101, MELBOURNE, FL 32940 No data
CHANGE OF MAILING ADDRESS 2017-04-05 3159 ALZANTE CIRCLE, Ste 101, MELBOURNE, FL 32940 No data

Documents

Name Date
ANNUAL REPORT 2024-02-13
ANNUAL REPORT 2023-01-31
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-06-13
ANNUAL REPORT 2018-06-28
ANNUAL REPORT 2017-04-05
ANNUAL REPORT 2016-03-29
ANNUAL REPORT 2015-03-20

Date of last update: 01 Feb 2025

Sources: Florida Department of State