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PLATINUM PEAK ADVISORS, LLC

Company Details

Entity Name: PLATINUM PEAK ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 13 Aug 2012 (12 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 22 Aug 2016 (8 years ago)
Document Number: L12000103771
FEI/EIN Number 46-2335754
Address: 1900 NW Corporate Blvd, STE 215W, Boca Raton, FL 33431
Mail Address: 1900 NW Corporate Blvd, STE 215W, Boca Raton, FL 33431
ZIP code: 33431
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PLATINUM PEAK ADVISORS 401(K) PLAN 2023 650478991 2024-09-16 PLATINUM PEAK ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-09-01
Business code 541600
Sponsor’s telephone number 5023723050
Plan sponsor’s address 3410 GALT OCEAN DRIVE APT. 1802N, FORT LAUDERDALE, FL, 33304
PLATINUM PEAK CASH BALANCE PLAN 2023 650478991 2024-09-16 PLATINUM PEAK ADVISORS, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 5023723050
Plan sponsor’s address 3410 GALT OCEAN DRIVE APT. 1802N, FORT LAUDERDALE, FL, 33304
PLATINUM PEAK CASH BALANCE PLAN 2022 650478991 2023-10-04 PLATINUM PEAK ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 541600
Sponsor’s telephone number 5023723050
Plan sponsor’s address 3410 GALT OCEAN DRIVE APT. 1802N, FORT LAUDERDALE, FL, 33304
PLATINUM PEAK ADVISORS 401(K) PLAN 2022 650478991 2023-10-04 PLATINUM PEAK ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-09-01
Business code 541600
Sponsor’s telephone number 5023723050
Plan sponsor’s address 3410 GALT OCEAN DRIVE APT. 1802N, FORT LAUDERDALE, FL, 33304

Agent

Name Role Address
ROSEN, PAUL E Agent 1900 NW Corporate Blvd, STE 215W, Boca Raton, FL 33431

Managing Member

Name Role Address
ROSEN, PAUL ERIC Managing Member 1900 NW Corporate Blvd, STE 215W Boca Raton, FL 33431

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-04-28 ROSEN, PAUL E No data
CHANGE OF PRINCIPAL ADDRESS 2019-04-18 1900 NW Corporate Blvd, STE 215W, Boca Raton, FL 33431 No data
CHANGE OF MAILING ADDRESS 2019-04-18 1900 NW Corporate Blvd, STE 215W, Boca Raton, FL 33431 No data
REGISTERED AGENT ADDRESS CHANGED 2019-04-18 1900 NW Corporate Blvd, STE 215W, Boca Raton, FL 33431 No data
LC AMENDMENT 2016-08-22 No data No data
LC AMENDMENT 2016-02-26 No data No data

Documents

Name Date
ANNUAL REPORT 2024-02-20
ANNUAL REPORT 2023-03-22
ANNUAL REPORT 2022-04-28
ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2020-04-30
ANNUAL REPORT 2019-04-18
ANNUAL REPORT 2018-04-02
ANNUAL REPORT 2017-03-18
LC Amendment 2016-08-22
ANNUAL REPORT 2016-03-18

Date of last update: 23 Jan 2025

Sources: Florida Department of State