| Entity Name: | BUCKET LIST WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
BUCKET LIST WEALTH MANAGEMENT, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 14 Dec 2016 (8 years ago) |
| Document Number: | L16000226400 |
| FEI/EIN Number |
81-4730282
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 8564 EAST CR466, SUITE 203, THE VILLAGES, FL, 32162, US |
| Mail Address: | 8564 EAST CR466, SUITE 203, THE VILLAGES, FL, 32162, US |
| ZIP code: | 32162 |
| County: | Sumter |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BUCKET LIST WEALTH MANAGEMENT, LLC 401(K) PLAN | 2023 | 814730282 | 2024-05-15 | BUCKET LIST WEALTH MANAGEMENT, LLC | 3 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-15 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 561110 |
| Sponsor’s telephone number | 4075091804 |
| Plan sponsor’s address | 8564 EAST CR466, SUITE 203, THE VILLAGES, FL, 32162 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-05-27 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 561110 |
| Sponsor’s telephone number | 4075091804 |
| Plan sponsor’s address | 8564 EAST CR466, SUITE 203, THE VILLAGES, FL, 32162 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-02 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| QUIRK DAN | Manager | 8564 EAST CR466 SUITE203, THE VILLAGES, FL, 32162 |
| QUIRK DANIEL P | Agent | 8564 EAST CR466, THE VILLAGES, FL, 32162 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2018-01-15 | 8564 EAST CR466, SUITE 203, THE VILLAGES, FL 32162 | - |
| CHANGE OF MAILING ADDRESS | 2018-01-15 | 8564 EAST CR466, SUITE 203, THE VILLAGES, FL 32162 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2018-01-15 | 8564 EAST CR466, SUITE 203, THE VILLAGES, FL 32162 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-28 |
| ANNUAL REPORT | 2024-01-05 |
| ANNUAL REPORT | 2023-01-19 |
| ANNUAL REPORT | 2022-01-21 |
| ANNUAL REPORT | 2021-01-13 |
| ANNUAL REPORT | 2020-01-22 |
| ANNUAL REPORT | 2019-02-07 |
| ANNUAL REPORT | 2018-01-15 |
| Florida Limited Liability | 2016-12-14 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 4078867700 | 2020-05-01 | 0491 | PPP | 8564 EAST CR466 SUITE 203, THE VILLAGES, FL, 32162 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Mar 2025
Sources: Florida Department of State
