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ALONSO ADVISORS, PLLC

Company Details

Entity Name: ALONSO ADVISORS, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 23 Apr 2014 (11 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 01 Jul 2016 (9 years ago)
Document Number: L14000065818
FEI/EIN Number 46-5466590
Address: 55 MERRICK WAY, STE 401, CORAL GABLES, FL 33134
Mail Address: 55 MERRICK WAY, STE 401, CORAL GABLES, FL 33134
ZIP code: 33134
County: Miami-Dade
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALONSO ADVISORS PLLC 401(K) PLAN 2021 465466590 2022-05-19 ALONSO ADVISORS PLLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3055626643
Plan sponsor’s address 55 MERRICK WAY, 401, CORAL GABLES, FL, 33134

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
ALONSO ADVISORS PLLC 401(K) PLAN 2021 465466590 2022-12-27 ALONSO ADVISORS PLLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3055626643
Plan sponsor’s address 55 MERRICK WAY, 401, CORAL GABLES, FL, 33134

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-12-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
ALONSO ADVISORS PLLC 401(K) PLAN 2020 465466590 2021-06-04 ALONSO ADVISORS PLLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 3055626643
Plan sponsor’s address 55 MERRICK WAY, 401, CORAL GABLES, FL, 33134

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-06-04
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
INTERNATIONAL CORPORATE SOLUTIONS INC Agent

Manager

Name Role Address
ALONSO, JUAN F Manager 2030 S DOUGLAS RD, 708 CORAL GABLES, FL 33134

Authorized Member

Name Role Address
ALONSO, JUAN F Authorized Member 2030 S DOUGLAS RD, 708 CORAL GABLES, FL 33134

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-01-27 INTERNATIONAL CORPORATE SOLUTIONS INC No data
CHANGE OF PRINCIPAL ADDRESS 2020-03-06 55 MERRICK WAY, STE 401, CORAL GABLES, FL 33134 No data
CHANGE OF MAILING ADDRESS 2020-03-06 55 MERRICK WAY, STE 401, CORAL GABLES, FL 33134 No data
REGISTERED AGENT ADDRESS CHANGED 2020-03-06 55 MERRICK WAY, STE 402, CORAL GABLES, FL 33134 No data
LC NAME CHANGE 2016-07-01 ALONSO ADVISORS, PLLC No data

Documents

Name Date
ANNUAL REPORT 2024-01-27
ANNUAL REPORT 2023-02-21
ANNUAL REPORT 2022-01-20
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-03-06
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-04-04
LC Name Change 2016-07-01
ANNUAL REPORT 2016-04-17

Date of last update: 21 Jan 2025

Sources: Florida Department of State