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TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC

Company Details

Entity Name: TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 29 May 2020 (5 years ago)
Document Number: L20000146616
FEI/EIN Number 85-1309351
Address: 7824 ESTERO BLVD., FT. MYERS BEACH, FL, 33931
Mail Address: 7824 ESTERO BLVD., FT. MYERS BEACH, FL, 33931
ZIP code: 33931
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC PENSION PLAN 2023 851309351 2024-09-18 TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531390
Sponsor’s telephone number 2398214800
Plan sponsor’s address 7824 ESTERO BOULEVARD, FT. MYERS BEACH, FL, 33931

Signature of

Role Plan administrator
Date 2024-09-18
Name of individual signing TERRY MONROE
Valid signature Filed with authorized/valid electronic signature
TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 401(K) PLAN 2023 851309351 2024-09-29 TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 531390
Sponsor’s telephone number 2398214800
Plan sponsor’s address 7824 ESTERO BOULEVARD, FT. MYERS BEACH, FL, 33931

Signature of

Role Plan administrator
Date 2024-09-29
Name of individual signing TERRY MONROE
Valid signature Filed with authorized/valid electronic signature
TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 401(K) PLAN 2022 851309351 2023-10-09 TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 531390
Sponsor’s telephone number 2398214800
Plan sponsor’s address 7824 ESTERO BOULEVARD, FT. MYERS BEACH, FL, 33931

Signature of

Role Plan administrator
Date 2023-10-09
Name of individual signing TERRY MONROE
Valid signature Filed with authorized/valid electronic signature
TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC PENSION PLAN 2022 851309351 2023-10-07 TERRY MONROE CONSULTING & ADVISORY SERVICES, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 531390
Sponsor’s telephone number 2398214800
Plan sponsor’s address 7824 ESTERO BOULEVARD, FT. MYERS BEACH, FL, 33931

Signature of

Role Plan administrator
Date 2023-10-07
Name of individual signing TERRY MONROE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MONROE TERRY Agent 7824 ESTERO BLVD., FT. MYERS BEACH, FL, 33931

Manager

Name Role Address
MONROE TERRY Manager 7824 ESTERO BLVD., FT. MYERS BEACH, FL, 33931

Documents

Name Date
ANNUAL REPORT 2024-02-04
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-01-23
ANNUAL REPORT 2021-02-01
Florida Limited Liability 2020-05-29

Date of last update: 02 Feb 2025

Sources: Florida Department of State