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FORESIGHT WEALTH SOLUTIONS, LLC

Company Details

Entity Name: FORESIGHT WEALTH SOLUTIONS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 17 Jul 2014 (11 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 02 Feb 2015 (10 years ago)
Document Number: L14000112981
FEI/EIN Number 61-1749518
Address: 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL, 32955, US
Mail Address: 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL, 32955, US
ZIP code: 32955
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORESIGHT WEALTH SOLUTIONS 401K PROFIT SHARING PLAN 2023 611749518 2024-05-28 FORESIGHT WEALTH SOLUTIONS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 3217573305
Plan sponsor’s address 14 SUNTREE PLACE 103, MELBOURNE, FL, 32940
FORESIGHT WEALTH SOLUTIONS 401K PROFIT SHARING PLAN 2022 611749518 2023-03-21 FORESIGHT WEALTH SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 3217573305
Plan sponsor’s address 14 SUNTREE PLACE 103, MELBOURNE, FL, 32940
FORESIGHT WEALTH SOLUTIONS 401K PROFIT SHARING PLAN 2021 611749518 2022-09-12 FORESIGHT WEALTH SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 3217573305
Plan sponsor’s address 14 SUNTREE PLACE 103, MELBOURNE, FL, 32940
FORESIGHT WEALTH SOLUTIONS 401K PROFIT SHARING PLAN 2020 611749518 2021-10-04 FORESIGHT WEALTH SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 3217573305
Plan sponsor’s address 14 SUNTREE PLACE 103, MELBOURNE, FL, 32940
FORESIGHT WEALTH SOLUTIONS 401K PROFIT SHARING PLAN 2019 611749518 2020-07-22 FORESIGHT WEALTH SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 3217573305
Plan sponsor’s address 14 SUNTREE PLACE 103, MELBOURNE, FL, 32940
FORESIGHT WEALTH SOLUTIONS 401K PROFIT SHARING PLAN 2018 611749518 2019-09-30 FORESIGHT WEALTH SOLUTIONS, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 541211
Sponsor’s telephone number 3217573305
Plan sponsor’s address 14 SUNTREE PLACE 103, MELBOURNE, FL, 32940

Agent

Name Role Address
SMITHWICK SHANNON Agent 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL, 32955

Manager

Name Role Address
SMITHWICK SHANNON Manager 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL, 32955
SMITHWICK KEVIN D Manager 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL, 32955

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-10 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL 32955 No data
CHANGE OF MAILING ADDRESS 2024-04-10 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL 32955 No data
REGISTERED AGENT ADDRESS CHANGED 2024-04-10 3188 SUNTREE BOULEVARD, ROCKLEDGE, FL 32955 No data
LC AMENDMENT 2015-02-02 No data No data

Documents

Name Date
ANNUAL REPORT 2024-04-10
ANNUAL REPORT 2023-04-25
ANNUAL REPORT 2022-04-25
ANNUAL REPORT 2021-04-20
ANNUAL REPORT 2020-06-15
ANNUAL REPORT 2019-01-15
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-28
ANNUAL REPORT 2016-04-29
ANNUAL REPORT 2015-04-30

Date of last update: 01 Feb 2025

Sources: Florida Department of State