| Entity Name: | PERSONALIZED FINANCIAL SOLUTIONS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 19 Nov 2020 (4 years ago) |
| Document Number: | L20000366885 |
| FEI/EIN Number | 85-4185678 |
| Address: | 28163 US HIGHWAY 19 NORTH, STE 205, CLEARWATER, FL 33761 |
| Mail Address: | 28163 US Highway 19 N #205, Clearwater, FL 33761 |
| ZIP code: | 33761 |
| County: | Pinellas |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PERSONALIZED FINANCIAL SOLUTIONS 401(K) PLAN | 2022 | 854185678 | 2023-08-16 | PERSONALIZED FINANCIAL SOLUTIONS | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2023-08-16 |
| Name of individual signing | TODD SEYMOUR |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| TAX AND TRUST MANAGEMENT SERVICES, LLC | Agent |
| Name | Role | Address |
|---|---|---|
| SEYMOUR, TODD | Manager | 28163 US Highway 19 N #205, Clearwater, FL 33761 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2024-05-04 | 28163 US HIGHWAY 19 NORTH, STE 205, CLEARWATER, FL 33761 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2024-05-04 | 28163 US Highway 19 N #205, Clearwater, FL 33761 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2021-09-22 | 28163 US HIGHWAY 19 NORTH, STE 205, CLEARWATER, FL 33761 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-05-04 |
| ANNUAL REPORT | 2023-01-27 |
| ANNUAL REPORT | 2022-03-05 |
| ANNUAL REPORT | 2021-02-09 |
| Florida Limited Liability | 2020-11-19 |
Date of last update: 15 Jan 2025
Sources: Florida Department of State
