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LEVIN FINANCIAL PARTNERS, LLC

Company Details

Entity Name: LEVIN FINANCIAL PARTNERS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 28 Jul 2016 (9 years ago)
Document Number: L16000140344
FEI/EIN Number 81-3399675
Address: 4830 W. KENNEDY BLVD., SUITE 800, TAMPA, FL, 33609, US
Mail Address: 4830 W. KENNEDY BLVD., SUITE 800, TAMPA, FL, 33609, US
ZIP code: 33609
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEVIN FINANCIAL PARTNERS 401K PLAN 2023 813399675 2024-10-17 LEVIN FINANCIAL PARTNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564
LEVIN FINANCIAL PARTNERS 401K PLAN 2022 813399675 2023-09-26 LEVIN FINANCIAL PARTNERS, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564
LEVIN FINANCIAL PARTNERS 401K PLAN 2021 813399675 2022-08-12 LEVIN FINANCIAL PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564
LEVIN FINANCIAL PARTNERS 401K PLAN 2020 813399675 2021-10-12 LEVIN FINANCIAL PARTNERS, LLC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564
LEVIN FINANCIAL PARTNERS 401K PLAN 2019 813399675 2020-07-20 LEVIN FINANCIAL PARTNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564
LEVIN FINANCIAL PARTNERS 401K PLAN 2018 813399675 2019-10-08 LEVIN FINANCIAL PARTNERS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564
LEVIN FINANCIAL PARTNERS 401K PLAN 2017 813399675 2018-05-08 LEVIN FINANCIAL PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564
LEVIN FINANCIAL PARTNERS 401K PLAN 2016 813399675 2017-08-22 LEVIN FINANCIAL PARTNERS, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-05-06
Business code 524210
Sponsor’s telephone number 8132862280
Plan sponsor’s address 4830 W. KENNEDY BLVD., STE 800, TAMPA, FL, 336092564

Agent

Name Role Address
LEVIN MICHAEL J Agent 4830 W. KENNEDY BLVD., SUITE 800, TAMPA, FL, 33609

Member

Name Role Address
LEVIN MICHAEL J Member 4830 W. KENNEDY BLVD., SUITE 800, TAMPA, FL, 33609

Chief Financial Officer

Name Role Address
Malaney Katie B Chief Financial Officer 4830 W. KENNEDY BLVD., SUITE 800, TAMPA, FL, 33609

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000033863 LEGACY WEALTH PARTNERS ACTIVE 2020-03-19 2025-12-31 No data 4830 W KENNEDY BLVD, SUITE 800, TAMPA, FL, 33609
G16000078085 LEVIN FINANCIAL GROUP ACTIVE 2016-08-02 2026-12-31 No data 4830 W. KENNEDY BLVD., SUITE 800, TAMPA, FL, 33609

Documents

Name Date
ANNUAL REPORT 2024-04-04
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-03-16
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-02-13
Florida Limited Liability 2016-07-28

Date of last update: 02 Feb 2025

Sources: Florida Department of State