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  5. PALISADES HUDSON FINANCIAL GROUP LLC

PALISADES HUDSON FINANCIAL GROUP LLC

Company Details

Entity Name: PALISADES HUDSON FINANCIAL GROUP LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 15 Aug 2005 (19 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 31 Aug 2007 (17 years ago)
Document Number: M05000004534
FEI/EIN Number 134199096
Mail Address: 300 First Stamford Place, Suite 215, Stamford, CT, 06902, US
Address: 200 S.W. First Avenue, Fort Lauderdale, FL, 33301, US
ZIP code: 33301
County: Broward
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2023 134199096 2024-04-25 PALISADES HUDSON FINANCIAL GROUP LLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 800, FORT LAUDERDALE, FL, 333012072
Plan sponsor’s address 200 SW 1ST AVE STE 800, FORT LAUDERDALE, FL, 333012072

Number of participants as of the end of the plan year
Active participants 26
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 25
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2024-04-25
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-25
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2022 134199096 2023-10-06 PALISADES HUDSON FINANCIAL GROUP LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 800, FORT LAUDERDALE, FL, 333012072
Plan sponsor’s address 200 SW 1ST AVE STE 800, FORT LAUDERDALE, FL, 333012072

Number of participants as of the end of the plan year
Active participants 26
Other retired or separated participants entitled to future benefits 3
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 25

Signature of
Role Plan administrator
Date 2023-10-06
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-06
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2021 134199096 2022-10-05 PALISADES HUDSON FINANCIAL GROUP LLC 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098
Plan sponsor’s address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098

Number of participants as of the end of the plan year
Active participants 22
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 26
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2022-10-05
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-05
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2020 134199096 2021-10-01 PALISADES HUDSON FINANCIAL GROUP LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098
Plan sponsor’s address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098

Number of participants as of the end of the plan year
Active participants 24
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 26
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2021-10-01
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-01
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2019 134199096 2020-10-08 PALISADES HUDSON FINANCIAL GROUP LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098
Plan sponsor’s address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098

Number of participants as of the end of the plan year
Active participants 25
Other retired or separated participants entitled to future benefits 3
Number of participants with account balances as of the end of the plan year 28

Signature of
Role Plan administrator
Date 2020-10-08
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-08
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2018 134199096 2019-10-03 PALISADES HUDSON FINANCIAL GROUP LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098
Plan sponsor’s address 200 SW 1ST AVE, STE 1250, FORT LAUDERDALE, FL, 33301

Number of participants as of the end of the plan year
Active participants 24
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 28
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2019-10-03
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-03
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2017 134199096 2018-09-25 PALISADES HUDSON FINANCIAL GROUP LLC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098
Plan sponsor’s address 200 SW 1ST AVENUE STE 1250, FORT LAUDERDALE, FL, 33301

Number of participants as of the end of the plan year
Active participants 24
Other retired or separated participants entitled to future benefits 5
Number of participants with account balances as of the end of the plan year 26
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of
Role Plan administrator
Date 2018-09-25
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-25
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
PALISADES HUDSON FINANCIAL GROUP LLC PSP 2016 134199096 2017-07-13 PALISADES HUDSON FINANCIAL GROUP LLC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 541211
Sponsor’s telephone number 9545245552
Plan sponsor’s mailing address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098
Plan sponsor’s address 200 SW FIRST AVENUE, STE 1250, FORT LAUDERDALE, FL, 33301

Plan administrator’s name and address
Administrator’s EIN 134199096
Plan administrator’s name PALISADES HUDSON FINANCIAL GROUP LLC
Plan administrator’s address 200 SW 1ST AVE STE 1250, FORT LAUDERDALE, FL, 333012098
Administrator’s telephone number 9545245552

Number of participants as of the end of the plan year
Active participants 25
Other retired or separated participants entitled to future benefits 6
Number of participants with account balances as of the end of the plan year 29

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-13
Name of individual signing LARRY ELKIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
HEARN SHOMARI Agent 200 S.W. First Avenue, FT. LAUDERDALE, FL, 33301

Manager

Name Role Address
ELKIN LARRY M Manager 200 S.W. First Avenue, Fort Lauderdale, FL, 33301

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-02-29 200 S.W. First Avenue, #800, Fort Lauderdale, FL 33301 No data
REGISTERED AGENT ADDRESS CHANGED 2024-02-29 200 S.W. First Avenue, Suite 800, FT. LAUDERDALE, FL 33301 No data
CHANGE OF MAILING ADDRESS 2017-04-06 200 S.W. First Avenue, #800, Fort Lauderdale, FL 33301 No data
CANCEL ADM DISS/REV 2007-08-31 No data No data
REVOKED FOR ANNUAL REPORT 2006-09-15 No data No data

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J11000194147 TERMINATED 1000000208808 BROWARD 2011-03-22 2031-03-30 $ 681.33 STATE OF FLORIDA, DEPARTMENT OF REVENUE, OUT OF STATE/CENTRAL COLLECTIONS UNIT, 5050 W TENNESSEE ST, TALLAHASSEE FL323996586

Documents

Name Date
ANNUAL REPORT 2024-02-29
ANNUAL REPORT 2023-02-09
ANNUAL REPORT 2022-03-23
ANNUAL REPORT 2021-03-30
ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2019-02-05
ANNUAL REPORT 2018-02-14
ANNUAL REPORT 2017-04-06
ANNUAL REPORT 2016-03-09
ANNUAL REPORT 2015-03-26

Related by officers

ELKIN LARRY M

PH INVESTORS THL VII, LLC PH INVESTORS TPG ASIA VII, LLC PALISADES HUDSON ASSET MANAGEMENT, INC.

Related by address

300 First Stamford Place, Suite 215, Stamford, CT, 06902, US

PALISADES HUDSON ASSET MANAGEMENT, INC.

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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