| Entity Name: | WHEELER & ASSOCIATES, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 28 Jul 2020 (5 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 06 Oct 2021 (3 years ago) |
| Document Number: | L20000224484 |
| FEI/EIN Number | 85-2436282 |
| Address: | 553 CARO COURT, NEW SMYRNA, FL, 32168 |
| Mail Address: | 553 CARO COURT, NEW SMYRNA, FL, 32168, US |
| ZIP code: | 32168 |
| County: | Volusia |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WHEELER CASH BALANCE PLAN | 2014 | 020764155 | 2015-09-25 | WHEELER & ASSOCIATES | 3 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2015-09-25 |
| Name of individual signing | DAVID WHEELER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 541110 |
| Sponsor’s telephone number | 8053717700 |
| Plan sponsor’s address | 2629 TOWNSGATE ROAD S-140, WESTLAKE VILLAGE, FL, 91361 |
Signature of
| Role | Plan administrator |
| Date | 2015-09-25 |
| Name of individual signing | DAVID WHEELER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| STEMBERGER JOHN T | Agent | 4853 SOUTH ORANGE AVENUE, ORLANDO, FL, 32806 |
| Name | Role | Address |
|---|---|---|
| WHEELER PAUL J | Manager | 553 CARO COURT, NEW SMYRNA, FL, 32168 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REINSTATEMENT | 2021-10-06 | No data | No data |
| REGISTERED AGENT NAME CHANGED | 2021-10-06 | STEMBERGER, JOHN T | No data |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2021-09-24 | No data | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-11 |
| ANNUAL REPORT | 2023-04-12 |
| ANNUAL REPORT | 2022-04-18 |
| REINSTATEMENT | 2021-10-06 |
| Florida Limited Liability | 2020-07-28 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
