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BASE WEALTH MANAGEMENT LLC

Company Details

Entity Name: BASE WEALTH MANAGEMENT LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 02 May 2022 (3 years ago)
Document Number: L22000207847
FEI/EIN Number 88-2107191
Address: 7301 Merchant Court, Lakewood Ranch, FL, 34240, US
Mail Address: 7301 Merchant Court, Lakewood Ranch, FL, 34240, US
ZIP code: 34240
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BASE WEALTH MANAGEMENT 401(K) PLAN 2023 882107191 2024-07-03 BASE WEALTH MANAGEMENT LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7274211685
Plan sponsor’s address 7301 MERCHANT CT, LAKEWOOD RANCH, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-07-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
BASE WEALTH MANAGEMENT 401(K) PLAN 2022 882107191 2023-08-11 BASE WEALTH MANAGEMENT LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 7274211685
Plan sponsor’s address 7301 MERCHANT CT, LAKEWOOD RANCH, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-08-11
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DILASCIA DANIEL Agent 7301 Merchant Court, Lakewood Ranch, FL, 34240

Manager

Name Role Address
DILASCIA DANIEL Manager 7301 Merchant Court, Lakewood Ranch, FL, 34240

Authorized Person

Name Role Address
Leonard Nuala Authorized Person 7301 Merchant Court, Lakewood Ranch, FL, 34240

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-02-09 7301 Merchant Court, Lakewood Ranch, FL 34240 No data
CHANGE OF MAILING ADDRESS 2023-02-09 7301 Merchant Court, Lakewood Ranch, FL 34240 No data
REGISTERED AGENT ADDRESS CHANGED 2023-02-09 7301 Merchant Court, Lakewood Ranch, FL 34240 No data

Documents

Name Date
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-02-09
Florida Limited Liability 2022-05-02

Date of last update: 02 Feb 2025

Sources: Florida Department of State