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BEAR ADVISORY GROUP, LLC

Company Details

Entity Name: BEAR ADVISORY GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Inactive
Date Filed: 04 Mar 2013 (12 years ago)
Date of dissolution: 27 Sep 2019 (5 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 27 Sep 2019 (5 years ago)
Document Number: L13000032316
FEI/EIN Number 46-2317020
Address: 9544 TRIVOLO PLACE, BOCA RATON, FL 33434
Mail Address: 9544 TRIVOLO PLACE, BOCA RATON, FL 33434
ZIP code: 33434
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BEAR 401(K) PLAN 2019 462317020 2020-06-16 BEAR ADVISORY GROUP, LLC 3
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR ADVISORY GROUP, LLC DEFINED BENEFIT PLAN 2019 462317020 2020-06-16 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-03-04
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR 401(K) PLAN 2019 462317020 2020-06-16 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR 401(K) PLAN 2018 462317020 2019-08-13 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR ADVISORY GROUP, LLC DEFINED BENEFIT PLAN 2018 462317020 2019-08-13 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-03-04
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR ADVISORY GROUP, LLC DEFINED BENEFIT PLAN 2017 462317020 2018-08-02 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-03-04
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR 401(K) PLAN 2017 462317020 2018-08-02 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR ADVISORY GROUP, LLC DEFINED BENEFIT PLAN 2016 462317020 2017-11-28 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-03-04
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
BEAR ADVISORY GROUP, LLC DEFINED BENEFIT PLAN 2015 462317020 2016-09-09 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-03-04
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444

Plan administrator’s name and address

Administrator’s EIN 462317020
Plan administrator’s name BEAR ADVISORY GROUP, LLC
Plan administrator’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
Administrator’s telephone number 5617150004
BEAR ADVISORY GROUP, LLC DEFINED BENEFIT PLAN 2014 462317020 2015-07-30 BEAR ADVISORY GROUP, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-03-04
Business code 541990
Sponsor’s telephone number 5617150004
Plan sponsor’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444

Plan administrator’s name and address

Administrator’s EIN 462317020
Plan administrator’s name BEAR ADVISORY GROUP, LLC
Plan administrator’s address 306 NW 7TH STREET, DELRAY BEACH, FL, 33444
Administrator’s telephone number 5617150004

Signature of

Role Plan administrator
Date 2015-07-30
Name of individual signing AUDREY BALBIERS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LEVY, BUDDY J Agent 9544 TRIVOLO PLACE, BOCA RATON, FL 33434

Manager

Name Role Address
LEVY, BUDDY J Manager 9544 TRIVOLO PLACE, BOCA RATON, FL 33434

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2019-09-27 No data No data

Documents

Name Date
ANNUAL REPORT 2018-03-02
ANNUAL REPORT 2017-02-20
ANNUAL REPORT 2016-03-21
ANNUAL REPORT 2015-01-07
ANNUAL REPORT 2014-06-06
Florida Limited Liability 2013-03-04

Date of last update: 22 Jan 2025

Sources: Florida Department of State