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  5. PALM BEACH TRUST MANAGEMENT, LLC

PALM BEACH TRUST MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: PALM BEACH TRUST MANAGEMENT, 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: 09 Apr 2021 (4 years ago)
Document Number: M21000005111
FEI/EIN Number 384103433

Federal Employer Identification (FEI) Number assigned by the IRS.
Mail Address: 16192 COASTAL HWY, LEWES, DE, 19958
Address: 125 BRAZILIAN AVE, PALM BEACH, FL, 33480
ZIP code: 33480
County: Palm Beach
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PALM BEACH TRUST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN #001 2023 384103433 2024-10-15 PALM BEACH TRUST MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3107378589
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480
PALM BEACH TRUST MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2023 384103433 2024-10-15 PALM BEACH TRUST MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3107378589
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480
PALM BEACH TRUST MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2022 384103433 2023-10-13 PALM BEACH TRUST MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3107378589
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480
PALM BEACH TRUST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN #001 2022 384103433 2023-10-13 PALM BEACH TRUST MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3107378589
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480
PALM BEACH TRUST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN #001 2021 384103433 2022-10-06 PALM BEACH TRUST MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3107378589
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480
PALM BEACH TRUST MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2021 384103433 2022-10-06 PALM BEACH TRUST MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3107378589
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480
PALM BEACH TRUST MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2020 384103433 2021-10-06 PALM BEACH TRUST MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3237933218
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480
PALM BEACH TRUST MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN #001 2020 384103433 2021-10-06 PALM BEACH TRUST MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 3237933218
Plan sponsor’s address 125 BRAZILIAN AVENUE, PALM BEACH, FL, 33480

Key Officers & Management

Name Role Address
BAGBY MEREDITH Manager 125 BRAZILIAN AVE, PALM BEACH, FL, 33480
FAULK KURT Manager 125 BRAZILIAN AVE, PALM BEACH, FL, 33480
CHENG YVONNE Manager 125 BRAZILIAN AVE, PALM BEACH, FL, 33480
REGISTERED AGENTS INC Agent -

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-04-26 7901 4th ST N STE 300, ST PETERSBURG, FL 33702 -

Documents

Name Date
ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2023-04-27
ANNUAL REPORT 2022-04-26
Foreign Limited 2021-04-09

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Date of last update: 01 Mar 2025

Sources: Florida Department of State

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