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SYNERGY WEALTH ALLIANCE, PLLC - Florida Company Profile

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Company Details

Entity Name: SYNERGY WEALTH ALLIANCE, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

SYNERGY WEALTH ALLIANCE, PLLC 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: 10 Mar 2014 (11 years ago)
Document Number: L14000040038
FEI/EIN Number 46-5060717

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

Address: 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714, US
Mail Address: 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714, US
ZIP code: 32714
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Bordner Christopher W Manager 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714
Christopher Bordner Agent 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL, 32714

Form 5500 Series

Employer Identification Number (EIN):
465060717
Plan Year:
2022
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G15000066946 SYNERGY WEALTH ALLIANCE ACTIVE 2015-06-26 2030-12-31 - 215 N WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-01-20 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL 32714 -
CHANGE OF MAILING ADDRESS 2022-01-20 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL 32714 -
REGISTERED AGENT ADDRESS CHANGED 2022-01-20 215 N Westmonte Drive, ALTAMONTE SPRINGS, FL 32714 -
REGISTERED AGENT NAME CHANGED 2019-03-04 Christopher , Bordner -

Documents

Name Date
ANNUAL REPORT 2024-03-27
ANNUAL REPORT 2023-04-10
ANNUAL REPORT 2022-01-20
AMENDED ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-04-23
ANNUAL REPORT 2019-03-04
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-02-08

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
4000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
43800.00
Total Face Value Of Loan:
43800.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
43800
Current Approval Amount:
43800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
44115.12

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Date of last update: 03 Jun 2025

Sources: Florida Department of State