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  5. TRAINA ADVISORY SERVICES, LLC

TRAINA ADVISORY SERVICES, LLC

Company Details

Entity Name: TRAINA ADVISORY SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 26 Jun 2015 (10 years ago)
Document Number: L15000111174
FEI/EIN Number 46-4623908
Address: 2 PORTOFINO DRIVE, #1804, GULF BREEZE, FL, 32561, US
Mail Address: 2 PORTOFINO DRIVE, #1804, GULF BREEZE, FL, 32561, US
ZIP code: 32561
County: Santa Rosa
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TRAINA ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN AND T 2021 464623908 2022-11-16 TRAINA ADVISORY SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2259786567
Plan sponsor’s address 2 PORTOFINO DRIVE STE 1804, GULF BREEZE, FL, 32561

Signature of
Role Plan administrator
Date 2022-11-16
Name of individual signing LISA TRAINA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-11-16
Name of individual signing LISA TRAINA
Valid signature Filed with authorized/valid electronic signature
TRAINA ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN AND T 2021 464623908 2022-05-22 TRAINA ADVISORY SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2259786567
Plan sponsor’s address 2 PORTOFINO DRIVE STE 1804, GULF BREEZE, FL, 32561

Signature of
Role Plan administrator
Date 2022-05-22
Name of individual signing LISA TRAINA
Valid signature Filed with authorized/valid electronic signature
TRAINA ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN AND T 2020 464623908 2021-07-12 TRAINA ADVISORY SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2259786567
Plan sponsor’s address 2 PORTOFINO DRIVE STE 1804, GULF BREEZE, FL, 32561

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing LISA TRAINA
Valid signature Filed with authorized/valid electronic signature
TRAINA ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN AND T 2019 464623908 2020-06-30 TRAINA ADVISORY SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2259786567
Plan sponsor’s address 2 PORTOFINO DRIVE STE 1804, GULF BREEZE, FL, 32561

Signature of
Role Plan administrator
Date 2020-06-30
Name of individual signing LISA TRAINA
Valid signature Filed with authorized/valid electronic signature
TRAINA ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN AND T 2019 464623908 2020-06-22 TRAINA ADVISORY SERVICES 2
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2259786567
Plan sponsor’s address 2 PORTOFINO DRIVE STE 1804, GULF BREEZE, FL, 32561

Signature of
Role Plan administrator
Date 2020-06-22
Name of individual signing LTRAINA0714
Valid signature Filed with authorized/valid electronic signature
TRAINA ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN AND T 2018 464623908 2019-06-03 TRAINA ADVISORY SERVICES 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2259786567
Plan sponsor’s address 2 PORTOFINO DRIVE STE 1804, GULF BREEZE, FL, 32561

Signature of
Role Plan administrator
Date 2019-06-03
Name of individual signing LISA TRAINA
Valid signature Filed with authorized/valid electronic signature
TRAINA ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN AND T 2017 464623908 2018-06-15 TRAINA ADVISORY SERVICES 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541990
Sponsor’s telephone number 2259786567
Plan sponsor’s address 2 PORTOFINO DRIVE STE 1804, GULF BREEZE, FL, 32561

Signature of
Role Plan administrator
Date 2018-06-15
Name of individual signing LISA TRAINA
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
TRAINA LISA D Agent 2 PORTOFINO DRIVE #1804, GULF BREEZE, FL, 32561

Manager

Name Role Address
TRAINA LISA DMGR Manager 2 PORTOFINO DRIVE, #1804, GULF BREEZE, FL, 32561

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-21 2 PORTOFINO DRIVE, #1804, GULF BREEZE, FL 32561 No data
CHANGE OF MAILING ADDRESS 2024-01-21 2 PORTOFINO DRIVE, #1804, GULF BREEZE, FL 32561 No data
REGISTERED AGENT NAME CHANGED 2024-01-21 TRAINA, LISA D No data
REGISTERED AGENT ADDRESS CHANGED 2024-01-21 2 PORTOFINO DRIVE #1804, GULF BREEZE, FL 32561 No data

Documents

Name Date
ANNUAL REPORT 2024-01-21
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-18
ANNUAL REPORT 2020-01-26
ANNUAL REPORT 2019-01-09
ANNUAL REPORT 2018-01-23
ANNUAL REPORT 2017-01-04
ANNUAL REPORT 2016-01-14
Florida Limited Liability 2015-06-26

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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