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  5. MCKINNON WEALTH MANAGEMENT, LLC

MCKINNON WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: MCKINNON WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MCKINNON WEALTH MANAGEMENT, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 02 Aug 2012 (13 years ago)
Last Event: LC DISSOCIATION MEM
Event Date Filed: 03 Oct 2022 (3 years ago)
Document Number: L12000099826
FEI/EIN Number 46-0791130

Federal Employer Identification (FEI) Number assigned by the IRS.
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

Key Officers & Management

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

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 - 500 WEST CYPRESS CREEK ROAD, SUITE 420, FORT LAUDERDALE, FL, 33309

Events

Event Type Filed Date Value Description
LC DISSOCIATION MEM 2022-10-03 - -
CHANGE OF MAILING ADDRESS 2018-05-15 500 WEST CYPRESS CREEK ROAD, SUITE 680, FORT LAUDERDALE, FL 33309 -
CHANGE OF PRINCIPAL ADDRESS 2018-05-11 500 WEST CYPRESS CREEK ROAD, SUITE 680, FORT LAUDERDALE, FL 33309 -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1451907302 2020-04-28 0455 PPP 500 West CYPRESS CREEK RD Ste 680, FORT LAUDERDALE, FL, 33309-6106
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 165288.87
Loan Approval Amount (current) 165288.87
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19248
Servicing Lender Name Synovus Bank
Servicing Lender Address 1148 Broadway, COLUMBUS, GA, 31901-2429
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address FORT LAUDERDALE, BROWARD, FL, 33309-6106
Project Congressional District FL-20
Number of Employees 9
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 19248
Originating Lender Name Synovus Bank
Originating Lender Address COLUMBUS, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 166334.94
Forgiveness Paid Date 2020-12-17

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WRIGHT MATTHEW

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SNYDER SHAWN C

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Companies related by address

No other companies in our directory share the same address as MCKINNON WEALTH MANAGEMENT, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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