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  5. POLEN CAPITAL MANAGEMENT, L.L.C.

POLEN CAPITAL MANAGEMENT, L.L.C.

Company Details

Entity Name: POLEN CAPITAL MANAGEMENT, L.L.C.
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 12 Jun 2007 (18 years ago)
Document Number: M07000003550
FEI/EIN Number 260319356
Address: 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431, US
Mail Address: 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431, US
ZIP code: 33431
County: Palm Beach
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2021 260319356 2022-09-02 POLEN CAPITAL MANAGEMENT, L.L.C. 117
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2022-09-02
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-02
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2020 260319356 2021-07-22 POLEN CAPITAL MANAGEMENT, L.L.C. 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2021-07-22
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-22
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2019 260319356 2020-09-24 POLEN CAPITAL MANAGEMENT, L.L.C. 74
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2020-09-24
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-24
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2018 260319356 2019-10-13 POLEN CAPITAL MANAGEMENT, L.L.C. 45
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2019-10-13
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-13
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2018 260319356 2019-10-14 POLEN CAPITAL MANAGEMENT, L.L.C. 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2017 260319356 2018-07-25 POLEN CAPITAL MANAGEMENT, L.L.C. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2016 260319356 2017-07-13 POLEN CAPITAL MANAGEMENT, L.L.C. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2017-07-13
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-13
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2015 260319356 2016-10-11 POLEN CAPITAL MANAGEMENT, L.L.C. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2016-10-11
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-11
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L. L. C. 401(K) PLAN 2014 260319356 2015-10-07 POLEN CAPITAL MANAGEMENT, L.L.C. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BLVD., SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature
POLEN CAPITAL MANAGEMENT, L.L.C. 401(K) PLAN 2013 260319356 2014-04-23 POLEN CAPITAL MANAGEMENT, L.L.C. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 5612412425
Plan sponsor’s address 1825 NW CORPORATE BOULEVARD, SUITE 300, BOCA RATON, FL, 334318559

Signature of
Role Plan administrator
Date 2014-04-23
Name of individual signing STAN C. MOSS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
NRAI SERVICES, INC. Agent

Chief Executive Officer

Name Role Address
Moss Stanley C Chief Executive Officer 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431

Port

Name Role Address
Davidowitz Daniel Port 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431

Head

Name Role Address
Ficklin Damon Head 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL, 33431

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-02-26 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL 33431 No data
CHANGE OF MAILING ADDRESS 2014-02-26 1825 NW CORPORATE BLVD, SUITE 300, BOCA RATON, FL 33431 No data
REGISTERED AGENT ADDRESS CHANGED 2011-02-11 1200 South Pine Island Road, Plantation, FL 33324 No data

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-15
ANNUAL REPORT 2022-03-11
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-02-27
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-03-20

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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