Search icon

BAYVIEW PRIVATE WEALTH, LLC. - Florida Company Profile

Company Details

Entity Name: BAYVIEW PRIVATE WEALTH, LLC.
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

BAYVIEW PRIVATE WEALTH, 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

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: 18 Mar 2019 (6 years ago)
Document Number: L19000075622
FEI/EIN Number 83-4006321

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1234 Airport Road, DESTIN, FL, 32541, US
Mail Address: 1234 Airport Road, DESTIN, FL, 32541, US
ZIP code: 32541
County: Okaloosa
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN 2023 834006321 2024-04-03 BAYVIEW PRIVATE WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8509900618
Plan sponsor’s address 1234 AIRPORT ROAD, UNIT 121, DESTIN, FL, 32541

Signature of

Role Plan administrator
Date 2024-04-03
Name of individual signing MARK DUTRAM
Valid signature Filed with authorized/valid electronic signature
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN 2022 834006321 2023-05-01 BAYVIEW PRIVATE WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8509900618
Plan sponsor’s address 1234 AIRPORT ROAD, UNIT 121, DESTIN, FL, 32541

Signature of

Role Plan administrator
Date 2023-05-01
Name of individual signing MARK DUTRAM
Valid signature Filed with authorized/valid electronic signature
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN 2021 834006321 2022-05-03 BAYVIEW PRIVATE WEALTH, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8509900618
Plan sponsor’s address 1234 AIRPORT ROAD, UNIT 121, DESTIN, FL, 32541

Signature of

Role Plan administrator
Date 2022-05-03
Name of individual signing MARK DUTRAM
Valid signature Filed with authorized/valid electronic signature
BAYVIEW PRIVATE WEALTH, LLC 401K PLAN 2020 834006321 2021-06-08 BAYVIEW PRIVATE WEALTH, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 8509900618
Plan sponsor’s address 4476 LEGENDARY DR. SUITE 201, DESTIN, FL, 32541

Signature of

Role Plan administrator
Date 2021-06-08
Name of individual signing MARK DUTRAM
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-08
Name of individual signing MARK DUTRAM
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Dutram Mark S Manager 322 Rachel Road, Santa Rosa Beach, FL, 32459
DUTRAM MARK S Agent 322 Rachel Road, Santa Rosa Beach, FL, 32459

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-01-27 1234 Airport Road, Unit 121, DESTIN, FL 32541 -
CHANGE OF MAILING ADDRESS 2022-01-27 1234 Airport Road, Unit 121, DESTIN, FL 32541 -
REGISTERED AGENT ADDRESS CHANGED 2021-02-02 322 Rachel Road, Santa Rosa Beach, FL 32459 -

Documents

Name Date
ANNUAL REPORT 2025-02-08
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-03-15
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-17
Florida Limited Liability 2019-03-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5594077101 2020-04-13 0491 PPP 4476 Legendary Dr Suite 201, DESTIN, FL, 32541-5324
Loan Status Date 2021-05-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 39400
Loan Approval Amount (current) 39400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 445288
Servicing Lender Name SmartBank
Servicing Lender Address 2430 Teaster Ln, Ste 205, PIGEON FORGE, TN, 37863-5274
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description New Business or 2 years or less
Project Address DESTIN, OKALOOSA, FL, 32541-5324
Project Congressional District FL-01
Number of Employees 4
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 445288
Originating Lender Name SmartBank
Originating Lender Address PIGEON FORGE, TN
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 39796.19
Forgiveness Paid Date 2021-04-13

Date of last update: 01 Apr 2025

Sources: Florida Department of State