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  5. ALPINA FINANCIAL CONSULTANTS LLC

ALPINA FINANCIAL CONSULTANTS LLC - Florida Company Profile

Company Details

Entity Name: ALPINA FINANCIAL CONSULTANTS LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
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: 01 Oct 2012 (13 years ago)
Document Number: M12000005488
FEI/EIN Number 275026107

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1179 SW 21ST STREET, BOCA RATON, FL, 33486, US
Mail Address: 1179 SW 21st Street, BOCA RATON, FL, 33486, US
ZIP code: 33486
County: Palm Beach
Place of Formation: OHIO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALPINA RETIREMENT PLAN 2023 275026107 2024-06-18 ALPINA FINANCIAL CONSULTANTS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9549603276
Plan sponsor’s address 4171 W. HILLSBORO BLVD, SUITE 4, COCONUT CREEK, FL, 33073

Signature of
Role Plan administrator
Date 2024-06-18
Name of individual signing CLAIRE D HART
Valid signature Filed with authorized/valid electronic signature
ALPINA RETIREMENT PLAN 2022 275026107 2023-07-06 ALPINA FINANCIAL CONSULTANTS, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9549603276
Plan sponsor’s address 4171 W. HILLSBORO BLVD, SUITE 4, COCONUT CREEK, FL, 33073

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing CLAIRE D HART
Valid signature Filed with authorized/valid electronic signature
ALPINA RETIREMENT PLAN 2021 275026107 2022-10-13 ALPINA FINANCIAL CONSULTANTS, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9549603276
Plan sponsor’s address 4171 W. HILLSBORO BLVD, SUITE 4, COCONUT CREEK, FL, 33073

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing CLAIRE HART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing CLAIRE HART
Valid signature Filed with authorized/valid electronic signature
ALPINA RETIREMENT PLAN 2020 275026107 2021-06-16 ALPINA FINANCIAL CONSULTANTS, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 9549603276
Plan sponsor’s address 4171 W. HILSBORO BLVD, SUITE 4, COCONUT CREEK, FL, 33073

Signature of
Role Plan administrator
Date 2021-06-16
Name of individual signing CLAIRE D. HART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-16
Name of individual signing CLAIRE D. HART
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
SCHLEU VIVIENNE K Manager 1179 SW 21ST STREET, BOCA RATON, FL, 33486
SCHLEU VIVIENNE KCPA Agent 1179 SW 21ST STREET, BOCA RATON, FL, 33486

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-02-08 1179 SW 21ST STREET, BOCA RATON, FL 33486 -
REGISTERED AGENT NAME CHANGED 2015-03-10 SCHLEU, VIVIENNE K, CPA -
CHANGE OF MAILING ADDRESS 2013-01-25 1179 SW 21ST STREET, BOCA RATON, FL 33486 -

Documents

Name Date
ANNUAL REPORT 2025-02-09
ANNUAL REPORT 2024-02-13
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-02-12
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-02-20
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-03-16
ANNUAL REPORT 2016-01-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2509387201 2020-04-16 0455 PPP 1179 SW 21ST ST, BOCA RATON, FL, 33486-6717
Loan Status Date 2021-08-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 364700
Loan Approval Amount (current) 364700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOCA RATON, PALM BEACH, FL, 33486-6717
Project Congressional District FL-23
Number of Employees 24
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 165717.02
Forgiveness Paid Date 2021-07-06

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SCHLEU VIVIENNE K

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Domestic Profit (1972 )
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NATIONAL WEALTH MANAGEMENT GROUP LLC - Active
Foreign Limited Liability Co. (2015 )

SCHLEU VIVIENNE KCPA

ALPINA TAX AND ACCOUNTING SERVICES, LLC - Active
Florida Limited Liability Co. (2016 )
ALPINA TAX AND ACCOUNTING SERVICES, LLC - Active
Florida Limited Liability Co. (2016 )

Companies related by address

1179 SW 21ST STREET, BOCA RATON, FL, 33486, US

ALPINA TAX AND ACCOUNTING SERVICES, LLC

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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