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BAYVIEW PRIVATE WEALTH, LLC.

Company Details

Entity Name: BAYVIEW PRIVATE WEALTH, LLC.
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 18 Mar 2019 (6 years ago)
Document Number: L19000075622
FEI/EIN Number 83-4006321
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

Agent

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

Manager

Name Role Address
Dutram Mark S Manager 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 No data
CHANGE OF MAILING ADDRESS 2022-01-27 1234 Airport Road, Unit 121, DESTIN, FL 32541 No data
REGISTERED AGENT ADDRESS CHANGED 2021-02-02 322 Rachel Road, Santa Rosa Beach, FL 32459 No data

Documents

Name Date
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

Date of last update: 01 Feb 2025

Sources: Florida Department of State