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  5. FCFA, LLC

FCFA, LLC

Company Details

Entity Name: FCFA, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 24 May 2011 (14 years ago)
Document Number: L11000060820
FEI/EIN Number 900726441
Address: 436 Costa Del Sol Dr., ST AUGUSTINE, FL, 32084, US
Mail Address: 436 Costa Del Sol Drive, Saint Augustine, FL, 32095, US
ZIP code: 32084
County: St. Johns
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2023 900726441 2024-04-30 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9048244349
Plan sponsor’s address 400 N. PONCE DE LEON BOULEVARD, ST. AUGUSTINE, FL, 32084
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2023 900726441 2024-04-30 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9048244349
Plan sponsor’s address 400 N. PONCE DE LEON BOULEVARD, ST. AUGUSTINE, FL, 32084
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2022 900726441 2023-06-22 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9048244349
Plan sponsor’s address 400 N. PONCE DE LEON BLVD., ST. AUGUSTINE, FL, 32084

Plan administrator’s name and address
Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2023-06-22
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2021 900726441 2022-05-19 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9048244349
Plan sponsor’s address 400 N. PONCE DE LEON BLVD., ST. AUGUSTINE, FL, 32084

Plan administrator’s name and address
Administrator’s EIN 621879764
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2022-05-19
Name of individual signing TARA EVANS
Valid signature Filed with authorized/valid electronic signature
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2020 900726441 2021-04-21 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9048244349
Plan sponsor’s address 400 N. PONCE DE LEON BLVD., ST. AUGUSTINE, FL, 32084

Plan administrator’s name and address
Administrator’s EIN 621879764
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2021-04-21
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2019 900726441 2020-06-17 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9048244349
Plan sponsor’s address 400 N. PONCE DE LEON BLVD., ST. AUGUSTINE, FL, 32084

Plan administrator’s name and address
Administrator’s EIN 621879764
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of
Role Plan administrator
Date 2020-06-17
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2018 900726441 2019-03-20 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-08-01
Business code 523900
Sponsor’s telephone number 9042093830
Plan sponsor’s address 400 N PONCE DE LEON BOULEVARD, ST. AUGUSTINE, FL, 32084

Signature of
Role Plan administrator
Date 2019-03-20
Name of individual signing JEFFREY HELMS
Valid signature Filed with authorized/valid electronic signature
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2017 900726441 2018-03-07 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-08-01
Business code 523900
Sponsor’s telephone number 9042093830
Plan sponsor’s address 400 N PONCE DE LEON BOULEVARD, ST. AUGUSTINE, FL, 32084

Signature of
Role Plan administrator
Date 2018-03-07
Name of individual signing JEFF HELMS
Valid signature Filed with authorized/valid electronic signature
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2016 900726441 2017-05-26 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-08-01
Business code 523900
Sponsor’s telephone number 9042093830
Plan sponsor’s address 400 N PONCE DE LEON BOULEVARD, ST. AUGUSTINE, FL, 32084

Signature of
Role Plan administrator
Date 2017-05-26
Name of individual signing JEFF HELMS
Valid signature Filed with authorized/valid electronic signature
FIRST COAST WEALTH ADVISORS 401(K) PLAN 2015 900726441 2016-07-22 FCFA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-08-01
Business code 523900
Sponsor’s telephone number 9042093830
Plan sponsor’s address 400 N PONCE DE LEON BOULEVARD, ST. AUGUSTINE, FL, 32084

Agent

Name Role Address
HELMS JEFFREY W Agent 436 Costa Del Sol Drive, Saint Augustine, FL, 32095

Manager

Name Role Address
Helms Jeffrey W Manager 436 Costa Del Sol Drive, Saint Augustine, FL, 32095

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G13000064065 FIRST COAST WEALTH ADVISORS ACTIVE 2013-06-25 2028-12-31 No data 400 N. PONCE DE LEON BLVD., SAINT AUGUSTINE, FL, 32084

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-04 436 Costa Del Sol Dr., ST AUGUSTINE, FL 32084 No data
CHANGE OF MAILING ADDRESS 2021-01-04 436 Costa Del Sol Dr., ST AUGUSTINE, FL 32084 No data
REGISTERED AGENT ADDRESS CHANGED 2021-01-04 436 Costa Del Sol Drive, Saint Augustine, FL 32095 No data

Documents

Name Date
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-01-04
ANNUAL REPORT 2022-01-05
ANNUAL REPORT 2021-01-04
ANNUAL REPORT 2020-01-02
ANNUAL REPORT 2019-01-03
ANNUAL REPORT 2018-01-03
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-06
ANNUAL REPORT 2015-01-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4046367208 2020-04-27 0491 PPP 400 North Ponce De Leon Boulevard, St. Augustine, FL, 32084
Loan Status Date 2021-04-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 71450
Loan Approval Amount (current) 71450
Undisbursed Amount 0
Franchise Name -
Lender Location ID 113190
Servicing Lender Name American Express National Bank
Servicing Lender Address 115 West Towne Ridge Parkway, Sandy, UT, 84070
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address St. Augustine, SAINT JOHNS, FL, 32084-0001
Project Congressional District FL-05
Number of Employees 4
NAICS code 523110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 113190
Originating Lender Name American Express National Bank
Originating Lender Address Sandy, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 72097.94
Forgiveness Paid Date 2021-04-05

Related by officers

Helms Jeffrey W

FIRST COAST WEALTH ADVISORS, LLC

HELMS JEFFREY W

FIRST COAST FINANCIAL ADVISORS, LLC FIRST COAST WEALTH ADVISORS, LLC

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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