| Entity Name: | COASTAL VALLEY WEALTH MANAGEMENT,LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
COASTAL VALLEY WEALTH MANAGEMENT,LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations. |
| Status: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 10 Mar 2020 (5 years ago) |
| Document Number: | L20000073151 |
| FEI/EIN Number |
84-5062908
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 183 LANDRUM LANE STE 103, PONTE VEDRA BEACH, FL, 32082, US |
| Mail Address: | 183 LANDRUM LANE STE 103, PONTE VEDRA BEACH, FL, 32082, US |
| ZIP code: | 32082 |
| County: | St. Johns |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COASTAL VALLEY WEALTH MANAGEMENT 401(K) PLAN | 2023 | 845062908 | 2024-04-03 | COASTAL VALLEY WEALTH MANAGEMENT | 3 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-04-03 |
| Name of individual signing | WILLIAM HARDEGREE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 9048349115 |
| Plan sponsor’s address | 183 LANDRUM LANE, SUITE 103, PONTE VEDRA BEACH, FL, 32082 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-10 |
| Name of individual signing | WILLIAM HARDEGREE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523120 |
| Sponsor’s telephone number | 9048349115 |
| Plan sponsor’s address | 183 LANDRUM LANE, SUITE 103, PONTE VEDRA BEACH, FL, 32082 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-02 |
| Name of individual signing | WILLIAM HARDEGREE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| HARDEGREE WILLIAM BIII | Manager | 183 LANDRUM LANE STE 103, PONTE VEDRA BEACH, FL, 32082 |
| FT CORPORATE SERVICES, LLC | Agent | - |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2023-03-17 | FT CORPORATE SERVICES, LLC | - |
| REGISTERED AGENT ADDRESS CHANGED | 2023-03-17 | 501 RIVERSIDE AVENUE, SUITE 700, JACKSONVILLE, FL 32202 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-28 |
| ANNUAL REPORT | 2023-03-17 |
| ANNUAL REPORT | 2022-02-22 |
| ANNUAL REPORT | 2021-02-19 |
| Florida Limited Liability | 2020-03-10 |
Date of last update: 01 Mar 2025
Sources: Florida Department of State
