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BAM INVESTMENT GROUP, LLC

Company Details

Entity Name: BAM INVESTMENT GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 07 Jul 2016 (9 years ago)
Last Event: LC AMENDED AND RESTATED ARTICLES
Event Date Filed: 24 Oct 2016 (8 years ago)
Document Number: L16000125739
FEI/EIN Number 81-3194833
Address: 6440 Southpoint Parkway, Suite 190, JACKSONVILLE, FL 32216
Mail Address: 6440 Southpoint Parkway, Suite 190, JACKSONVILLE, FL 32216
ZIP code: 32216
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BAM INVESTMENT GROUP RETIREMENT PLAN 2023 813194833 2024-05-13 BAM INVESTMENT GROUP, LLC 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-07
Business code 523900
Sponsor’s telephone number 9046082780
Plan sponsor’s address 6440 SOUTHPOINT PKWY STE 190, JACKSONVILLE, FL, 322168051

Signature of

Role Plan administrator
Date 2024-05-13
Name of individual signing NANCY FERDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-13
Name of individual signing KEVIN KLEMPF
Valid signature Filed with authorized/valid electronic signature
BAM INVESTMENT GROUP RETIREMENT PLAN 2022 813194833 2023-10-13 BAM INVESTMENT GROUP, LLC 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-07
Business code 523900
Sponsor’s telephone number 9046082780
Plan sponsor’s address 6440 SOUTHPOINT PKWY STE 190, JACKSONVILLE, FL, 322168051

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing NANCY FERDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-13
Name of individual signing KEVIN KLEMPF
Valid signature Filed with authorized/valid electronic signature
BAM INVESTMENT GROUP RETIREMENT PLAN 2021 813194833 2022-10-12 BAM INVESTMENT GROUP, LLC 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-07
Business code 523900
Sponsor’s telephone number 9046082780
Plan sponsor’s address 6440 SOUTHPOINT PKWY STE 190, JACKSONVILLE, FL, 322168051

Signature of

Role Plan administrator
Date 2022-10-12
Name of individual signing NANCY FERDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-12
Name of individual signing KEVIN KLEMPF
Valid signature Filed with authorized/valid electronic signature
BAM INVESTMENT GROUP RETIREMENT PLAN 2020 813194833 2021-10-14 BAM INVESTMENT GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-07
Business code 523900
Sponsor’s telephone number 9046082780
Plan sponsor’s address 6440 SOUTHPOINT PKWY STE 190, JACKSONVILLE, FL, 322168051

Signature of

Role Plan administrator
Date 2021-10-14
Name of individual signing NANCY FERDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing KEVIN KLEMPF
Valid signature Filed with authorized/valid electronic signature
BAM INVESTMENT GROUP RETIREMENT PLAN 2019 813194833 2020-07-22 BAM INVESTMENT GROUP, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-07
Business code 531390
Sponsor’s telephone number 9046082780
Plan sponsor’s address 6440 SOUTHPOINT PKWY, STE 190, JACKSONVILLE, FL, 322168003
BAM INVESTMENT GROUP RETIREMENT PLAN 2018 813194833 2019-05-15 BAM INVESTMENT GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-07
Business code 531390
Sponsor’s telephone number 9046082780
Plan sponsor’s address 6440 SOUTHPOINT PKWY, STE 190, JACKSONVILLE, FL, 322168003
BAM INVESTMENT GROUP RETIREMENT PLAN 2017 813194833 2018-10-11 BAM INVESTMENT GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-07
Business code 531390
Sponsor’s telephone number 9046082780
Plan sponsor’s address 6440 SOUTHPOINT PKWY, STE 190, JACKSONVILLE, FL, 322168003
BAM INVESTMENT GROUP RETIREMENT PLAN 2016 813194833 2017-07-28 BAM INVESTMENT GROUP, LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 531390
Plan sponsor’s address 6440 SOUTHPOINT PKWY STE 190, JACKSONVILLE, FL, 322168003

Signature of

Role Plan administrator
Date 2017-07-28
Name of individual signing NANCY FERDMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-28
Name of individual signing NANCY FERDMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Ferdman, Nancy L Agent 6440 Southpoint Parkway, Suite 190, JACKSONVILLE, FL 32216

Manager

Name Role Address
KLEMPF, KEVIN JACQUES Manager 6440 Southpoint Parkway, Suite 190 JACKSONVILLE, FL 32216

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2018-04-26 Ferdman, Nancy L No data
REGISTERED AGENT ADDRESS CHANGED 2018-04-26 6440 Southpoint Parkway, Suite 190, JACKSONVILLE, FL 32216 No data
CHANGE OF PRINCIPAL ADDRESS 2017-04-10 6440 Southpoint Parkway, Suite 190, JACKSONVILLE, FL 32216 No data
CHANGE OF MAILING ADDRESS 2017-04-10 6440 Southpoint Parkway, Suite 190, JACKSONVILLE, FL 32216 No data
LC AMENDED AND RESTATED ARTICLES 2016-10-24 No data No data

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-03-22
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-02-17
ANNUAL REPORT 2020-02-17
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-04-26
ANNUAL REPORT 2017-04-10
LC Amended and Restated Art 2016-10-24
Florida Limited Liability 2016-07-07

Date of last update: 19 Jan 2025

Sources: Florida Department of State