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ALONSO ADVISORS, PLLC - Florida Company Profile

Company Details

Entity Name: ALONSO ADVISORS, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ALONSO ADVISORS, 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: 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

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

Address: 55 MERRICK WAY, CORAL GABLES, FL, 33134, US
Mail Address: 55 MERRICK WAY, CORAL GABLES, FL, 33134, US
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

Key Officers & Management

Name Role Address
ALONSO JUAN F Manager 2030 S DOUGLAS RD, CORAL GABLES, FL, 33134
INTERNATIONAL CORPORATE SOLUTIONS INC Agent -

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-02-05 121 Alhambra Plaza, Suite 1202, CORAL GABLES, FL 33134 -
CHANGE OF PRINCIPAL ADDRESS 2025-02-05 121 Alhambra Plaza, Suite 1202, CORAL GABLES, FL 33134 -
CHANGE OF MAILING ADDRESS 2025-02-05 121 Alhambra Plaza, Suite 1202, CORAL GABLES, FL 33134 -
REGISTERED AGENT NAME CHANGED 2021-01-27 INTERNATIONAL CORPORATE SOLUTIONS INC -
REGISTERED AGENT ADDRESS CHANGED 2020-03-06 55 MERRICK WAY, STE 402, CORAL GABLES, FL 33134 -
CHANGE OF PRINCIPAL ADDRESS 2020-03-06 55 MERRICK WAY, STE 401, CORAL GABLES, FL 33134 -
CHANGE OF MAILING ADDRESS 2020-03-06 55 MERRICK WAY, STE 401, CORAL GABLES, FL 33134 -
LC NAME CHANGE 2016-07-01 ALONSO ADVISORS, PLLC -

Documents

Name Date
ANNUAL REPORT 2025-02-05
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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5764318101 2020-07-20 0455 PPP 55 MERRICK WAY STE 401, CORAL GABLES, FL, 33134-5124
Loan Status Date 2021-05-12
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7403
Loan Approval Amount (current) 7403
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CORAL GABLES, MIAMI-DADE, FL, 33134-5124
Project Congressional District FL-27
Number of Employees 2
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 7454.92
Forgiveness Paid Date 2021-04-12

Date of last update: 03 Apr 2025

Sources: Florida Department of State