Search icon

MM COASTAL WEALTH, LLC

Company Details

Entity Name: MM COASTAL WEALTH, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 09 Dec 2019 (5 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 20 Nov 2020 (4 years ago)
Document Number: L19000300168
FEI/EIN Number 84-3909601
Address: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL, 33334, US
Mail Address: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL, 33334, US
ZIP code: 33334
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MM COASTAL WEALTH 401(K) PLAN 2023 843909601 2024-09-16 MM COASTAL WEALTH LLC 49
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334
MM COASTAL WEALTH 401(K) PLAN 2022 843909601 2023-07-13 MM COASTAL WEALTH LLC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334
MM COASTAL WEALTH 401(K) PLAN 2021 843909601 2022-07-26 MM COASTAL WEALTH LLC 43
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334
MM COASTAL WEALTH 401(K) PLAN 2020 843909601 2021-10-01 MM COASTAL WEALTH LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-12-01
Business code 523900
Sponsor’s telephone number 9549388800
Plan sponsor’s address 1000 CORPORATE DR., STE. 700, FORT LAUDERDALE, FL, 33334

Agent

Name Role Address
STRAUB JEREMY Agent 1000 Corporate Drive, Fort Lauderdale, FL, 33334

Manager

Name Role Address
Fishman Harris MGR Manager 1000 Corporate Drive, Fort Lauderdale, FL, 33334
Straub Jeremy MGR Manager 1000 Corporate Drive, Fort Lauderdale, FL, 33334

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-02-08 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 No data
CHANGE OF MAILING ADDRESS 2023-02-08 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 No data
REGISTERED AGENT NAME CHANGED 2023-02-08 STRAUB, JEREMY No data
REGISTERED AGENT ADDRESS CHANGED 2023-02-08 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334 No data
LC AMENDMENT 2020-11-20 No data No data

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-04-08
ANNUAL REPORT 2021-01-12
LC Amendment 2020-11-20
ANNUAL REPORT 2020-04-01
Florida Limited Liability 2019-12-09

Date of last update: 02 Feb 2025

Sources: Florida Department of State