| Entity Name: | J2 FINANCIAL SERVICES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 16 Dec 2019 (5 years ago) |
| Document Number: | L19000304704 |
| FEI/EIN Number | 84-4059272 |
| Address: | 2081 SE OCEAN BLVD., SUITE 1B, STUART, FL, 34996 |
| Mail Address: | 2081 SE OCEAN BLVD., SUITE 1B, STUART, FL, 34996 |
| ZIP code: | 34996 |
| County: | Martin |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J2 FINANCIAL SERVICES, LLC 401(K) P/S PLAN | 2023 | 844059272 | 2024-09-02 | J2 FINANCIAL SERVICES, LLC | 3 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-09-02 |
| Name of individual signing | JEFFREY JACOBSEN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-09-02 |
| Name of individual signing | JEFFREY JACOBSEN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7722839988 |
| Plan sponsor’s address | 2081 SE OCEAN BLVD STE 1B, STUART, FL, 34996 |
Plan administrator’s name and address
| Administrator’s EIN | 844059272 |
| Plan administrator’s name | J2 FINANCIAL SERVICES, LLC |
| Plan administrator’s address | 2081 SE OCEAN BLVD STE 1B, STUART, FL, 34996 |
| Administrator’s telephone number | 7722839988 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-27 |
| Name of individual signing | VICTORIA LEBLANC |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| JACOBSEN JEFFREY J | Agent | 2148 SE COUNTRY CLUB LN, STUART, FL, 34996 |
| Name | Role | Address |
|---|---|---|
| JACOBSEN KRISTIN L | Authorized Person | 2148 SE COUNTRY CLUB LN, STUART, FL, 34996 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-07 |
| ANNUAL REPORT | 2023-03-21 |
| ANNUAL REPORT | 2022-04-27 |
| ANNUAL REPORT | 2021-04-29 |
| Florida Limited Liability | 2019-12-16 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
