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ESSENTIAL ADVISORS LLC

Company Details

Entity Name: ESSENTIAL ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 02 Jan 2020 (5 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 07 Nov 2023 (a year ago)
Document Number: L20000009205
FEI/EIN Number 84-4109263
Address: 4075 A1A S, B201, ST. AUGUSTINE, FL 32080
Mail Address: 4075 A1A S, B201, Saint Augustine, FL 32080
ZIP code: 32080
County: St. Johns
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ESSENTIAL ADVISORS, LLC 401(K) PLAN 2023 844109263 2024-10-14 ESSENTIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 9043286720
Plan sponsor’s address 4075 A1A S, SUITE B201, ST. AUGUSTINE, FL, 32080
ESSENTIAL ADVISORS, LLC 401(K) PLAN 2022 844109263 2023-06-05 ESSENTIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 9043286720
Plan sponsor’s address 4075 A1A S, SUITE B201, ST. AUGUSTINE, FL, 32080
ESSENTIAL ADVISORS, LLC 401(K) PLAN 2021 844109263 2022-07-26 ESSENTIAL ADVISORS, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 9043286720
Plan sponsor’s address 4075 A1A S, SUITE B201, ST. AUGUSTINE, FL, 32080

Agent

Name Role
GINN & PATROU, PLLC Agent

Manager

Name Role Address
LENTS, MATT Manager 4075 A1A S, B201 SAINT AUGUSTINE, FL 32080

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-05-01 4075 A1A S, B201, ST. AUGUSTINE, FL 32080 No data
REGISTERED AGENT NAME CHANGED 2024-05-01 GINN & PATROU, PLLC No data
LC AMENDMENT 2023-11-07 No data No data
REGISTERED AGENT ADDRESS CHANGED 2023-11-07 460 A1A BEACH BLVD, ST. AUGUSTINE, FL 32080 No data
CHANGE OF MAILING ADDRESS 2023-01-09 4075 A1A S, B201, ST. AUGUSTINE, FL 32080 No data

Documents

Name Date
ANNUAL REPORT 2024-05-01
LC Amendment 2023-11-07
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-02-02
ANNUAL REPORT 2021-01-29
Florida Limited Liability 2020-01-02

Date of last update: 16 Jan 2025

Sources: Florida Department of State