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HOUCHIN ERNST WEALTH ADVISORS, LLC

Company Details

Entity Name: HOUCHIN ERNST WEALTH ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 02 Jun 2017 (8 years ago)
Document Number: L17000121591
FEI/EIN Number 82-1737435
Address: 3601 pga blvd, suite 301, palm beach gardens, FL 33410
Mail Address: 3601 pga blvd, suite 301, palm beach gardens, FL 33410
ZIP code: 33410
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2023 821737435 2024-08-14 HOUCHIN ERNST WEALTH ADVISORS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 3601 PGA BLVD, SUITE 301, PALM BEACH GARDENS, FL, 33469

Signature of

Role Plan administrator
Date 2024-08-14
Name of individual signing JIM ERNST
Valid signature Filed with authorized/valid electronic signature
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2022 821737435 2023-06-22 HOUCHIN ERNST WEALTH ADVISORS, LLC 18
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 3601 PGA BLVD, SUITE 301, PALM BEACH GARDENS, FL, 33469

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing JIM ERNST
Valid signature Filed with authorized/valid electronic signature
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2022 821737435 2023-06-22 HOUCHIN ERNST WEALTH ADVISORS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 3601 PGA BLVD, SUITE 301, PALM BEACH GARDENS, FL, 33469

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing JIM ERNST
Valid signature Filed with authorized/valid electronic signature
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2021 821737435 2022-09-28 HOUCHIN ERNST WEALTH ADVISORS, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 3601 PGA BLVD, SUITE 301, PALM BEACH GARDENS, FL, 33469

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing JIM ERNST
Valid signature Filed with authorized/valid electronic signature
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2020 821737435 2022-01-10 HOUCHIN ERNST WEALTH ADVISORS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 3601 PGA BLVD, SUITE 301, PALM BEACH GARDENS, FL, 33469

Signature of

Role Plan administrator
Date 2022-01-10
Name of individual signing JIM ERNST
Valid signature Filed with authorized/valid electronic signature
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2020 821737435 2021-10-13 HOUCHIN ERNST WEALTH ADVISORS, LLC 17
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 3601 PGA BLVD, SUITE 301, PALM BEACH GARDENS, FL, 33469
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2019 821737435 2020-09-30 HOUCHIN ERNST WEALTH ADVISORS, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 11505 FAIRCHILD GARDENS AVE, SUITE 204, PALM BEACH GARDENS, FL, 33410
HOUCHIN ERNST WEALTH ADVISORS, LLC 401(K) PLAN 2018 821737435 2019-08-01 HOUCHIN ERNST WEALTH ADVISORS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 8448080060
Plan sponsor’s address 11505 FAIRCHILD GARDENS AVE, SUITE 204, PALM BEACH GARDENS, FL, 33410

Agent

Name Role Address
HOUCHIN, JOHN Agent 27 RIVER DRIVE, JUPITER, FL 33469

Manager

Name Role Address
ERNST, JAMES Manager 8305 SE RED ROOT WAY, JUPITER, FL 33458
HOUCHIN, JOHN Manager 27 RIVER DRIVE, TEQUESTA, FL 33469

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-01-13 3601 pga blvd, suite 301, palm beach gardens, FL 33410 No data
CHANGE OF MAILING ADDRESS 2020-01-13 3601 pga blvd, suite 301, palm beach gardens, FL 33410 No data

Documents

Name Date
ANNUAL REPORT 2025-01-14
ANNUAL REPORT 2024-03-05
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-04
ANNUAL REPORT 2020-01-13
ANNUAL REPORT 2019-04-01
ANNUAL REPORT 2018-01-16
Florida Limited Liability 2017-06-02

Date of last update: 18 Feb 2025

Sources: Florida Department of State