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ISOLVE INVESTMENTS, LLC - Florida Company Profile

Company Details

Entity Name: ISOLVE INVESTMENTS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ISOLVE INVESTMENTS, 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: 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

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

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

Key Officers & Management

Name Role Address
URQUHART HEIDI A Manager 7433 MIDNIGHT PASS RD, SARASOTA, FL, 34242
MASSEY TRACEY AMS. Agent 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 - 7433 MIDNIGHT PASS RD, SARASOTA, FL, 34242

Events

Event Type Filed Date Value Description
LC AMENDMENT 2023-05-17 - -
LC AMENDMENT 2023-04-21 - -

Documents

Name Date
ANNUAL REPORT 2025-01-19
ANNUAL REPORT 2024-01-07
LC Amendment 2023-04-21
Florida Limited Liability 2023-02-27

Date of last update: 01 Apr 2025

Sources: Florida Department of State