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NAVIGATION FUND SERVICES, LLC

Company Details

Entity Name: NAVIGATION FUND SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 27 Nov 2019 (5 years ago)
Document Number: L19000293012
FEI/EIN Number 82-2432749
Address: 64 TROPICAL BREEZE DRIVE, SANTA ROSA BEACH, FL, 32459, US
Mail Address: 64 TROPICAL BREEZE DRIVE, SANTA ROSA BEACH, FL, 32459, US
ZIP code: 32459
County: Walton
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NAVIGATION FUND SERVICES 401(K) PLAN 2023 822432749 2024-05-07 NAVIGATION FUND SERVICES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 525990
Sponsor’s telephone number 4402633407
Plan sponsor’s address 115 BAYOU MANOR RD, SANTA ROSA BEACH, FL, 32459

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-07
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
NAVIGATION FUND SERVICES 401(K) PLAN 2022 822432749 2023-05-27 NAVIGATION FUND SERVICES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 525990
Sponsor’s telephone number 4402633407
Plan sponsor’s address 115 BAYOU MANOR RD, SANTA ROSA BEACH, FL, 32459

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-27
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RUBINO SHELLEY Agent 265 TROPICAL BREEZE DRIVE, SANTA ROSA BEACH, FL, 32459

Manager

Name Role Address
RUBINO SHELLEY Manager 64 TROPICAL BREEZE DRIVE, SANTA ROSA BEACH, FL, 32459

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-23 64 TROPICAL BREEZE DRIVE, SANTA ROSA BEACH, FL 32459 No data
CHANGE OF MAILING ADDRESS 2023-01-23 64 TROPICAL BREEZE DRIVE, SANTA ROSA BEACH, FL 32459 No data

Documents

Name Date
ANNUAL REPORT 2024-01-16
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-14
ANNUAL REPORT 2021-04-21
ANNUAL REPORT 2020-06-15
Florida Limited Liability 2019-11-27

Date of last update: 01 Feb 2025

Sources: Florida Department of State