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BILTMORE CAPITAL ADVISORS, LLC

Company Details

Entity Name: BILTMORE CAPITAL ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 19 Feb 2016 (9 years ago)
Document Number: M16000001429
FEI/EIN Number 208856617
Address: 2799 NW 2nd Avenue, BOCA RATON, FL, 33431, US
Mail Address: 2799 NW 2nd Avenue, BOCA RATON, FL, 33431, US
ZIP code: 33431
County: Palm Beach
Place of Formation: TEXAS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BILTMORE CAPITAL ADVISORS 401(K) PLAN 2022 208856617 2023-10-13 BILTMORE CAPITAL ADVISORS LLC 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-08-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431
BILTMORE CAPITAL ADVISORS CASH BALANCE PLAN 2022 208856617 2023-10-15 BILTMORE CAPITAL ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431
BILTMORE CAPITAL ADVISORS CASH BALANCE PLAN 2021 208856617 2022-09-20 BILTMORE CAPITAL ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431
BILTMORE CAPITAL ADVISORS 401(K) PLAN 2021 208856617 2022-09-11 BILTMORE CAPITAL ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-08-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431
BILTMORE CAPITAL ADVISORS CASH BALANCE PLAN 2020 208856617 2021-10-14 BILTMORE CAPITAL ADVISORS LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431
BILTMORE CAPITAL ADVISORS 401(K) PLAN 2020 208856617 2021-10-14 BILTMORE CAPITAL ADVISORS LLC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-08-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431
BILTMORE CAPITAL ADVISORS CASH BALANCE PLAN 2019 208856617 2020-09-10 BILTMORE CAPITAL ADVISORS LLC 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2019-01-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431
BILTMORE CAPITAL ADVISORS 401(K) PLAN 2019 208856617 2020-09-10 BILTMORE CAPITAL ADVISORS LLC 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2019-08-01
Business code 523120
Sponsor’s telephone number 6096888701
Plan sponsor’s address 2799 NW 2ND AVENUE, SUITE 101, BOCA RATON, FL, 33431

Agent

Name Role Address
VERNON DANIEL T Agent 2799 NW 2nd Avenue, BOCA RATON, FL, 33431

Chief Executive Officer

Name Role Address
VERNON DANIEL T Chief Executive Officer 2799 NW 2nd Avenue, BOCA RATON, FL, 33431

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2018-03-06 2799 NW 2nd Avenue, Suite#101, BOCA RATON, FL 33431 No data
CHANGE OF MAILING ADDRESS 2018-03-06 2799 NW 2nd Avenue, Suite#101, BOCA RATON, FL 33431 No data
REGISTERED AGENT ADDRESS CHANGED 2018-03-06 2799 NW 2nd Avenue, Suite#101, BOCA RATON, FL 33431 No data

Documents

Name Date
ANNUAL REPORT 2024-02-20
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-01-20
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-04-13
ANNUAL REPORT 2018-03-06
ANNUAL REPORT 2017-01-12
Foreign Limited 2016-02-19

Date of last update: 03 Feb 2025

Sources: Florida Department of State