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  5. MCKINNON WEALTH MANAGEMENT, LLC

MCKINNON WEALTH MANAGEMENT, LLC

Company Details

Entity Name: MCKINNON WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 02 Aug 2012 (13 years ago)
Last Event: LC DISSOCIATION MEM
Event Date Filed: 03 Oct 2022 (2 years ago)
Document Number: L12000099826
FEI/EIN Number 46-0791130
Address: 500 WEST CYPRESS CREEK ROAD, SUITE 680, FORT LAUDERDALE, FL, 33309, US
Mail Address: 500 WEST CYPRESS CREEK ROAD, SUITE 680, FORT LAUDERDALE, FL, 33309, US
ZIP code: 33309
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2023 460791130 2024-07-08 MCKINNON WEALTH MANAGEMENT 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 680, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing MATTHEW WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2022 460791130 2023-07-24 MCKINNON WEALTH MANAGEMENT 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2023-07-24
Name of individual signing MATTHEW WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2021 460791130 2022-07-05 MCKINNON WEALTH MANAGEMENT 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2022-07-05
Name of individual signing MATTHEW WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2020 460791130 2021-05-05 MCKINNON WEALTH MANAGEMENT 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2021-05-05
Name of individual signing MATT WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2019 460791130 2020-05-20 MCKINNON WEALTH MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2020-05-20
Name of individual signing MATT WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2018 460791130 2019-04-16 MCKINNON WEALTH MANAGEMENT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2019-04-16
Name of individual signing MATT WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2017 460791130 2018-05-23 MCKINNON WEALTH MANAGEMENT 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2018-05-23
Name of individual signing MATT WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2016 460791130 2017-10-03 MCKINNON WEALTH MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2017-10-03
Name of individual signing MATT WRIGHT
Valid signature Filed with authorized/valid electronic signature
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2015 460791130 2016-08-08 MCKINNON WEALTH MANAGEMENT 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309
MCKINNON WEALTH MANAGEMENT 401(K) PLAN 2014 460791130 2015-06-08 MCKINNON WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 812990
Sponsor’s telephone number 9546344042
Plan sponsor’s address 500 WEST CYPRESS CREEK ROAD, STE 420, FT. LAUDERDALE, FL, 33309

Signature of
Role Plan administrator
Date 2015-06-08
Name of individual signing MATTHEW WRIGHT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SNYDER SHAWN C Agent 7931 S.W. 45TH STREET, DAVIE, FL, 33328

Manager

Name Role Address
MCKINNON KEVIN Manager 500 WEST CYPRESS CREEK ROAD, FORT LAUDERDALE, FL, 33309
WRIGHT MATTHEW Manager 500 WEST CYPRESS CREEK ROAD, FORT LAUDERDALE, FL, 33309

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000056279 MCKINNON WRIGHT WEALTH MANAGEMENT ACTIVE 2018-05-07 2028-12-31 No data 500 WEST CYPRESS CREEK ROAD, SUITE 420, FORT LAUDERDALE, FL, 33309

Events

Event Type Filed Date Value Description
LC DISSOCIATION MEM 2022-10-03 No data No data
CHANGE OF MAILING ADDRESS 2018-05-15 500 WEST CYPRESS CREEK ROAD, SUITE 680, FORT LAUDERDALE, FL 33309 No data
CHANGE OF PRINCIPAL ADDRESS 2018-05-11 500 WEST CYPRESS CREEK ROAD, SUITE 680, FORT LAUDERDALE, FL 33309 No data

Documents

Name Date
ANNUAL REPORT 2024-04-16
ANNUAL REPORT 2023-02-23
CORLCDSMEM 2022-10-03
ANNUAL REPORT 2022-03-08
ANNUAL REPORT 2021-02-22
ANNUAL REPORT 2020-03-09
ANNUAL REPORT 2019-04-28
ANNUAL REPORT 2018-02-28
ANNUAL REPORT 2017-03-06
ANNUAL REPORT 2016-03-07

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MCKINNON KEVIN

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WRIGHT MATTHEW

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SNYDER SHAWN C

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Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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