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ECHELON FINANCIAL, LLC

Company Details

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

form 5500

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
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 2024-05-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
ECHELON FINANCIAL 401(K) PLAN 2022 852300726 2023-05-27 ECHELON FINANCIAL LLC 9
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

Agent

Name Role
UNITED STATES CORPORATION AGENTS, INC. Agent

Managing Member

Name Role Address
ECHELON FINANCIAL HOLDINGS, LLC Managing Member 221 NORTH BROAD STREET, SUITE 3A, MIDDLETON, DE 19709

Events

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

Documents

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