Entity Name: | ECHELON FINANCIAL, LLC |
Jurisdiction: | FLORIDA |
Filing Type: | Foreign Limited Liability Company |
Status: | Active |
Date Filed: | 15 Oct 2020 (4 years ago) |
Last Event: | LC STMNT OF RA/RO CHG |
Event Date Filed: | 08 Jul 2021 (4 years ago) |
Document Number: | M20000009264 |
FEI/EIN Number | 85-2300726 |
Address: | 951 W. Yamato Rd., SUITE 270, BOCA RATON, FL 33431 |
Mail Address: | 951 W. Yamato Rd., Suite 270, BOCA RATON, FL 33431 |
ZIP code: | 33431 |
County: | Palm Beach |
Place of Formation: | DELAWARE |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
ECHELON FINANCIAL 401(K) PLAN | 2023 | 852300726 | 2024-05-02 | ECHELON FINANCIAL LLC | 9 | |||||||||||||||||||||||||||||||
|
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 | 2024-05-02 |
Name of individual signing | QIAN LIU |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2022-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 8556334543 |
Plan sponsor’s address | 951 W YAMATO RD, SUITE 270, BOCA RATON, FL, 33431 |
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 | 2023-05-27 |
Name of individual signing | CHRISTINE RIMER |
Valid signature | Filed with authorized/valid electronic signature |
Name | Role |
---|---|
UNITED STATES CORPORATION AGENTS, INC. | Agent |
Name | Role | Address |
---|---|---|
ECHELON FINANCIAL HOLDINGS, LLC | Managing Member | 221 NORTH BROAD STREET, SUITE 3A, MIDDLETON, DE 19709 |
Event Type | Filed Date | Value | Description |
---|---|---|---|
REGISTERED AGENT ADDRESS CHANGED | 2023-02-18 | 476 RIVERSIDE AVE., JACKSONVILLE, FL 32202 | No data |
LC STMNT OF RA/RO CHG | 2021-07-08 | No data | No data |
REGISTERED AGENT NAME CHANGED | 2021-07-08 | UNITED STATES CORPORATION AGENTS, INC. | No data |
CHANGE OF PRINCIPAL ADDRESS | 2021-05-15 | 951 W. Yamato Rd., SUITE 270, BOCA RATON, FL 33431 | No data |
CHANGE OF MAILING ADDRESS | 2021-05-15 | 951 W. Yamato Rd., SUITE 270, BOCA RATON, FL 33431 | No data |
Name | Date |
---|---|
ANNUAL REPORT | 2024-04-30 |
ANNUAL REPORT | 2023-05-12 |
ANNUAL REPORT | 2022-04-29 |
CORLCRACHG | 2021-07-08 |
ANNUAL REPORT | 2021-05-15 |
Foreign Limited | 2020-10-15 |
Date of last update: 14 Feb 2025
Sources: Florida Department of State