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ISOLVE INVESTMENTS, LLC

Company Details

Entity Name: ISOLVE INVESTMENTS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 27 Feb 2023 (2 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 17 May 2023 (2 years ago)
Document Number: L23000101920
FEI/EIN Number 92-2773436
Address: 7433 MIDNIGHT PASS RD, SARASOTA, FL, 34242, US
Mail Address: 7433 MIDNIGHT PASS RD, SARASOTA, FL, 34242, US
ZIP code: 34242
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ISOLVE INVESTMENTS 401(K) PLAN 2023 922773436 2024-05-21 ISOLVE INVESTMENTS LLC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 531120
Sponsor’s telephone number 9528187197
Plan sponsor’s address 7433 MIDNIGHT PASS ROAD, SARASOTA, FL, 34242

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 2024-05-21
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MASSEY TRACEY AMS. Agent 7433 MIDNIGHT PASS RD, SARASOTA, FL, 34242

Manager

Name Role Address
URQUHART HEIDI A Manager 7433 MIDNIGHT PASS RD, SARASOTA, FL, 34242

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000061742 THE O BAR ACTIVE 2023-05-17 2028-12-31 No data 7433 MIDNIGHT PASS RD, SARASOTA, FL, 34242

Events

Event Type Filed Date Value Description
LC AMENDMENT 2023-05-17 No data No data
LC AMENDMENT 2023-04-21 No data No data

Documents

Name Date
ANNUAL REPORT 2024-01-07
LC Amendment 2023-04-21
Florida Limited Liability 2023-02-27

Date of last update: 01 Feb 2025

Sources: Florida Department of State