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LEE & ASSOCIATES SOUTH FLORIDA, LLC

Company Details

Entity Name: LEE & ASSOCIATES SOUTH FLORIDA, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 17 Jul 2019 (6 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 09 Sep 2019 (5 years ago)
Document Number: L19000183792
FEI/EIN Number 84-3630712
Address: 7925 NW 12 ST., SUITE 301, MIAMI, FL 33126
Mail Address: 2270 Overbrook St, MIAMI, FL 33133
ZIP code: 33126
County: Miami-Dade
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEE & ASSOCIATES SOUTH FLORIDA, LLC 401(K) PLAN 2023 843630712 2024-09-25 LEE & ASSOCIATES SOUTH FLORIDA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 531210
Sponsor’s telephone number 3059681765
Plan sponsor’s address 7925 NW 12 ST, SUITE 301, MIAMI, FL, 33126

Signature of

Role Plan administrator
Date 2024-09-24
Name of individual signing REBECCA ROTOLANTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-25
Name of individual signing REBECCA ROTOLANTE
Valid signature Filed with authorized/valid electronic signature
LEE & ASSOCIATES SOUTH FLORIDA, LLC 401(K) PLAN 2022 843630712 2023-10-16 LEE & ASSOCIATES SOUTH FLORIDA, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 531210
Sponsor’s telephone number 3059681765
Plan sponsor’s address 7925 NW 12 ST, SUITE 301, MIAMI, FL, 33126

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing REBECCA ROTOLANTE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-16
Name of individual signing REBECCA ROTOLANTE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RICHARDS LEGAL GROUP Agent 55 MIRACLE MILE, SUITE 310, CORAL GABLES, FL 33134

Managing Member

Name Role Address
ROTOLANTE, MATTHEW Managing Member 2270 Overbrook St, MIAMI, FL 33133

Authorized Member

Name Role Address
Jacocks, Matthew Authorized Member 7925 NW 12 ST., SUITE 301 MIAMI, FL 33126
Porras, Elias Authorized Member 7925 NW 12 ST., SUITE 301 MIAMI, FL 33126
Rodriguez, Aida N Authorized Member 7925 NW 12 ST., SUITE 301 MIAMI, FL 33126

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2022-01-19 7925 NW 12 ST., SUITE 301, MIAMI, FL 33126 No data
LC AMENDMENT 2019-09-09 No data No data

Documents

Name Date
ANNUAL REPORT 2024-03-21
ANNUAL REPORT 2023-02-24
ANNUAL REPORT 2022-01-19
ANNUAL REPORT 2021-04-30
ANNUAL REPORT 2020-06-03
LC Amendment 2019-09-09
Florida Limited Liability 2019-07-17

Date of last update: 16 Jan 2025

Sources: Florida Department of State