| 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. |
| 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 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SYNERGY WEALTH ALLIANCE PLLC & BTA HOLDINGS 401K | 2022 | 465060717 | 2023-07-05 | SYNERGY WEALTH ALLIANCE PLLC | 13 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2023-07-05 |
| Name of individual signing | AMANDA STEVENS |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 4077978446 |
| Plan sponsor’s address | 215 N WESTMONTE DR, ALTAMONTE SPRINGS, FL, 32714 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-15 |
| Name of individual signing | AMANDA STEVENS |
| Valid signature | Filed with authorized/valid electronic signature |
| 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 |
| 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 | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8109347100 | 2020-04-15 | 0491 | PPP | 485 NORTH KELLER RD Suite 444, MAITLAND, FL, 32751-8653 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 03 Apr 2025
Sources: Florida Department of State
