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PERSONALIZED FINANCIAL SOLUTIONS LLC - Florida Company Profile

Company Details

Entity Name: PERSONALIZED FINANCIAL SOLUTIONS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

PERSONALIZED FINANCIAL SOLUTIONS 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

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: 19 Nov 2020 (4 years ago)
Document Number: L20000366885
FEI/EIN Number 85-4185678

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 28163 US HIGHWAY 19 NORTH, CLEARWATER, FL, 33761, US
Mail Address: 28163 US Highway 19 N #205, Clearwater, FL, 33761, US
ZIP code: 33761
County: Pinellas
Place of Formation: FLORIDA

form 5500

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
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-02-01
Business code 523900
Sponsor’s telephone number 7276878546
Plan sponsor’s address 28163 US HIGHWAY 19 NORTH, SUITE 205, CLEARWATER, FL, 33761

Signature of

Role Plan administrator
Date 2023-08-16
Name of individual signing TODD SEYMOUR
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SEYMOUR TODD Manager 28163 US Highway 19 N #205, Clearwater, FL, 33761
TAX AND TRUST MANAGEMENT SERVICES, LLC Agent -

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-05-04 28163 US HIGHWAY 19 NORTH, STE 205, CLEARWATER, FL 33761 -
REGISTERED AGENT ADDRESS CHANGED 2024-05-04 28163 US Highway 19 N #205, Clearwater, FL 33761 -
CHANGE OF PRINCIPAL ADDRESS 2021-09-22 28163 US HIGHWAY 19 NORTH, STE 205, CLEARWATER, FL 33761 -

Documents

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: 02 Apr 2025

Sources: Florida Department of State