| Entity Name: | CYPRESS WEALTH MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 16 Aug 2018 (6 years ago) |
| Last Event: | LC NAME CHANGE |
| Event Date Filed: | 02 Oct 2019 (5 years ago) |
| Document Number: | L18000196532 |
| FEI/EIN Number | 83-1599230 |
| Address: | 598 RIVIERA DRIVE, TAMPA, FL, 33606, US |
| Mail Address: | 598 RIVIERA DRIVE, TAMPA, FL, 33606 |
| ZIP code: | 33606 |
| County: | Hillsborough |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM 401(K) | 2023 | 831599230 | 2024-07-19 | CYPRESS WEALTH MANAGEMENT | 3 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-19 |
| Name of individual signing | PETER SAYRE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-02-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 8136336007 |
| Plan sponsor’s address | 934 B CYPRESS VILLAGE BLVD, SUN CITY CENTER, FL, 33573 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-14 |
| Name of individual signing | PETER SAYRE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-02-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 8136336007 |
| Plan sponsor’s address | 934 B CYPRESS VILLAGE BLVD, SUN CITY CENTER, FL, 33573 |
Signature of
| Role | Plan administrator |
| Date | 2022-05-13 |
| Name of individual signing | PETER SAYRE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-02-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 8136336007 |
| Plan sponsor’s address | 934 B CYPRESS VILLAGE BLVD, SUN CITY CENTER, FL, 33573 |
Signature of
| Role | Plan administrator |
| Date | 2021-03-30 |
| Name of individual signing | PETER SAYRE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| GOLSON W GREGORY ESQ. | Agent | 305 S. BOULEVARD, TAMPA, FL, 33606 |
| Name | Role | Address |
|---|---|---|
| SAYRE PETER TJR. | Authorized Member | 598 RIVIERA DRIVE, TAMPA, FL, 33606 |
| SAYRE CECILIA J | Authorized Member | 598 RIVIERA DRIVE, TAMPA, FL, 33606 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC NAME CHANGE | 2019-10-02 | CYPRESS WEALTH MANAGEMENT, LLC | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-01 |
| ANNUAL REPORT | 2023-01-31 |
| ANNUAL REPORT | 2022-01-26 |
| ANNUAL REPORT | 2021-01-11 |
| ANNUAL REPORT | 2020-01-28 |
| LC Name Change | 2019-10-02 |
| ANNUAL REPORT | 2019-02-15 |
| Florida Limited Liability | 2018-08-16 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
