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  5. BARCLAIS CPA, LLC

BARCLAIS CPA, LLC

Company Details

Entity Name: BARCLAIS CPA, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 03 Jun 2024 (8 months ago)
Last Event: CONVERSION
Event Date Filed: 03 Jun 2024 (8 months ago)
Document Number: L24000270615
Address: 990 BISCAYNE BOULEVARD, O-1203, MIAMI, FL, 33132, US
Mail Address: 990 BISCAYNE BOULEVARD, O-1203, MIAMI, FL, 33132, US
ZIP code: 33132
County: Miami-Dade
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BARCLAIS CPA 401(K) PLAN 2023 542195057 2024-05-03 BARCLAIS CPA, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 1203, MIAMI, FL, 33132

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 2024-05-03
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA 401(K) PLAN 2022 542195057 2023-05-26 BARCLAIS CPA, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 1203, MIAMI, FL, 33132

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 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA 401(K) PLAN 2021 542195057 2022-05-19 BARCLAIS CPA, LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 1203, MIAMI, FL, 33132

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA 401(K) PLAN 2020 542195057 2021-07-16 BARCLAIS CPA, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 1203, MIAMI, FL, 33132

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-07-15
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA 401(K) PLAN 2019 542195057 2020-06-23 BARCLAIS CPA, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 1203, MIAMI, FL, 33132

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-06-23
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA LLC 401 K PROFIT SHARING PLAN TRUST 2017 542195057 2018-05-05 BARCLAIS CPA LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 1203, MIAMI, FL, 33132

Signature of
Role Plan administrator
Date 2018-05-05
Name of individual signing SIDNEY BARCLAIS
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA LLC 401 K PROFIT SHARING PLAN TRUST 2016 542195057 2017-06-04 BARCLAIS CPA LLC 14
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 1203, MIAMI, FL, 33132

Signature of
Role Plan administrator
Date 2017-06-04
Name of individual signing SIDNEY BARCLAIS
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA LLC 401 K PROFIT SHARING PLAN TRUST 2015 542195057 2016-06-23 BARCLAIS CPA LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD STE 602, MIAMI, FL, 33132

Signature of
Role Plan administrator
Date 2016-06-23
Name of individual signing SIDNEY BARCLAIS
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA LLC 401 K PROFIT SHARING PLAN TRUST 2014 542195057 2015-06-27 BARCLAIS CPA LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 9174495505
Plan sponsor’s address 990 BISCAYNE BOULEVARD SUITE 6, MIAMI, FL, 33132

Signature of
Role Plan administrator
Date 2015-06-27
Name of individual signing SIDNEY BARCLAIS
Valid signature Filed with authorized/valid electronic signature
BARCLAIS CPA LLC (401K) PROFIT SHARING PLAN AND TRUST 2013 542195057 2014-07-27 BARCLAIS CPA LLC 12
Three-digit plan number (PN) 001
Effective date of plan 2007-06-11
Business code 541211
Sponsor’s telephone number 6463305312
Plan sponsor’s address 990 BISCAYNE BOULEVARD, SUITE 601B, MIAMI, FL, 33132

Signature of
Role Plan administrator
Date 2014-07-26
Name of individual signing SIDNEY BARCLAIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-26
Name of individual signing SIDNEY BARCLAIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BARCLAIS SIDNEY Agent 990 BISCAYNE BOULEVARD, O-1203, MIAMI, FL, 33132

Manager

Name Role Address
BARCLAIS SIDNEY Manager 990 BISCAYNE BOULEVARD, O-1203, MIAMI, FL, 33132

Events

Event Type Filed Date Value Description
CONVERSION 2024-06-03 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS. CONVERSION NUMBER 900000255059

Documents

Name Date
Florida Limited Liability 2024-06-03

Related by officers

BARCLAIS SIDNEY

BARCLAIS CPA, LLC BARCLAIS ADVISORY SERVICES, LLC 990 BISCAYNE PROPERTY, LLC

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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