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  5. SHAPIRO FINANCIAL ADVISORS SOUTH, LLC

SHAPIRO FINANCIAL ADVISORS SOUTH, LLC

Company Details

Entity Name: SHAPIRO FINANCIAL ADVISORS SOUTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 28 May 2013 (12 years ago)
Document Number: L13000077588
FEI/EIN Number 46-2882547
Address: 3569 NW 61ST CIRCLE, BOCA RATON, FL 33496
Mail Address: 3569 NW 61ST CIRCLE, BOCA RATON, FL 33496
ZIP code: 33496
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2023 462882547 2024-04-15 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2024-04-15
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2022 462882547 2023-04-05 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2023-04-05
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2021 462882547 2022-04-13 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2022-04-13
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2020 462882547 2021-03-29 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2021-03-29
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2019 462882547 2020-03-30 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2020-03-30
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2018 462882547 2019-04-04 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2019-04-04
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2017 462882547 2018-04-10 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2018-04-10
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN 2016 462882547 2017-04-25 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2017-04-25
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS, LLC RETIREMENT PLAN 2015 462882547 2016-03-31 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2016-03-31
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature
SHAPIRO FINANCIAL ADVISORS, LLC RETIREMENT PLAN 2014 462882547 2015-04-30 SHAPIRO FINANCIAL ADVISORS SOUTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 4104865700
Plan sponsor’s address 3569 NW 61ST CIRCLE, BOCA RATON, FL, 33496

Signature of
Role Plan administrator
Date 2015-04-30
Name of individual signing MITCHEL D. SHAPIRO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SHAPIRO, MITCHEL D, CFP (R) Agent 3569 NW 61ST CIRCLE, BOCA RATON, FL 33496

Managing Member

Name Role Address
SHAPIRO, MITCHEL D, CFP (R) Managing Member 3569 NW 61ST CIRCLE, BOCA RATON, FL 33496

Documents

Name Date
ANNUAL REPORT 2024-01-10
ANNUAL REPORT 2023-02-09
ANNUAL REPORT 2022-02-08
ANNUAL REPORT 2021-02-08
ANNUAL REPORT 2020-06-08
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-03-13
ANNUAL REPORT 2017-04-10
ANNUAL REPORT 2016-04-11
ANNUAL REPORT 2015-01-09

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 21 Feb 2025

Sources: Florida Department of State

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