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  5. WEALTH REALM, LLC

WEALTH REALM, LLC

Company Details

Entity Name: WEALTH REALM, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 05 Oct 2015 (9 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 18 Oct 2016 (8 years ago)
Document Number: L15000168444
FEI/EIN Number 47-5238239
Address: 23643 Milford Dr, Eustis, FL, 32736, US
Mail Address: 23643 Milford Dr, Eustis, FL, 32736, US
ZIP code: 32736
County: Lake
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTH REALM LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 475238239 2024-04-17 WEALTH REALM LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 4077973100
Plan sponsor’s address 23643 MILFORD DR, EUSTIS, FL, 32736

Signature of
Role Plan administrator
Date 2024-04-17
Name of individual signing JEFFREY ACKLER
Valid signature Filed with authorized/valid electronic signature
WEALTH REALM LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 475238239 2023-05-04 WEALTH REALM LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 4077973100
Plan sponsor’s address 23643 MILFORD DR, EUSTIS, FL, 32736

Signature of
Role Plan administrator
Date 2023-05-04
Name of individual signing JEFFREY ACKLER
Valid signature Filed with authorized/valid electronic signature
WEALTH REALM LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 475238239 2022-06-21 WEALTH REALM LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 4077973100
Plan sponsor’s address 1400 KELLOGG DR, TAVARES, FL, 32778

Signature of
Role Plan administrator
Date 2022-06-21
Name of individual signing JEFF ACKLER
Valid signature Filed with authorized/valid electronic signature
WEALTH REALM LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 475238239 2021-07-07 WEALTH REALM LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 4077973100
Plan sponsor’s address 1400 KELLOGG DR, TAVARES, FL, 32778

Signature of
Role Plan administrator
Date 2021-07-07
Name of individual signing JEFFREY ACKLER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ACKLER JEFFREY Agent 23643 Milford Dr, Eustis, FL, 32736

Manager

Name Role Address
ACKLER JEFFREY Manager 23643 Milford Dr, Eustis, FL, 32736

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-31 23643 Milford Dr, Eustis, FL 32736 No data
CHANGE OF MAILING ADDRESS 2023-01-31 23643 Milford Dr, Eustis, FL 32736 No data
REGISTERED AGENT ADDRESS CHANGED 2023-01-31 23643 Milford Dr, Eustis, FL 32736 No data
REINSTATEMENT 2016-10-18 No data No data
REGISTERED AGENT NAME CHANGED 2016-10-18 ACKLER, JEFFREY No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 No data No data

Documents

Name Date
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-01-31
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-31
ANNUAL REPORT 2020-01-17
ANNUAL REPORT 2019-02-26
ANNUAL REPORT 2018-03-04
ANNUAL REPORT 2017-01-11
REINSTATEMENT 2016-10-18
Florida Limited Liability 2015-10-05

Related by officers

ACKLER JEFFREY

BLUE HARBOR GETAWAYS, LLC

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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