| Entity Name: | FAMILY WEALTH SOLUTIONS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 01 Nov 2019 (5 years ago) |
| Document Number: | L19000273451 |
| FEI/EIN Number | 84-3554612 |
| Address: | 8652 State Road 70, Bradenton, FL 34202 |
| Mail Address: | 8652 State Road 70, Bradenton, FL 34202 |
| ZIP code: | 34202 |
| County: | Manatee |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FAMILY WEALTH SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 843554612 | 2024-05-03 | FAMILY WEALTH SOLUTIONS | 7 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-03 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9415249418 |
| Plan sponsor’s address | 100 2ND AVENUE SOUTH SUITE 704S, SAINT PETERSBURG, FL, 33701 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-07 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9415249418 |
| Plan sponsor’s address | 100 2ND AVENUE SOUTH SUITE 704S, SAINT PETERSBURG, FL, 33701 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-07 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9415249418 |
| Plan sponsor’s address | 100 2ND AVENUE SOUTH SUITE 704S, SAINT PETERSBURG, FL, 33701 |
Signature of
| Role | Plan administrator |
| Date | 2021-04-02 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| MARONEY, DANIEL P | Agent | 8652 State Road 70, Bradenton, FL 34202 |
| Name | Role | Address |
|---|---|---|
| MARONEY, DANIEL P | Manager | 8652 State Road 70, Bradenton, FL 34202 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2023-03-03 | 8652 State Road 70, Bradenton, FL 34202 | No data |
| CHANGE OF MAILING ADDRESS | 2023-03-03 | 8652 State Road 70, Bradenton, FL 34202 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2023-03-03 | 8652 State Road 70, Bradenton, FL 34202 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-13 |
| ANNUAL REPORT | 2024-02-06 |
| ANNUAL REPORT | 2023-03-03 |
| ANNUAL REPORT | 2022-04-06 |
| ANNUAL REPORT | 2021-04-06 |
| ANNUAL REPORT | 2020-04-20 |
| Florida Limited Liability | 2019-11-01 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2353307703 | 2020-05-01 | 0455 | PPP | 100 2ND AVE S STE 704S, ST PETERSBURG, FL, 33701 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 15 Feb 2025
Sources: Florida Department of State
