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WHELAN ADVISORY, LLC - Florida Company Profile

Branch

Company Details

Entity Name: WHELAN ADVISORY, 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: 19 Nov 2021 (3 years ago)
Branch of: WHELAN ADVISORY, LLC, NEW YORK (Company Number 4698485)
Document Number: M21000015607
FEI/EIN Number 47-3098778

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496, US
Mail Address: 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496, US
ZIP code: 33496
County: Palm Beach
Place of Formation: NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WHELAN ADVISORY LLC - 401(K) PLAN 2023 473098778 2024-07-15 WHELAN ADVISORY LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-07-01
Business code 523110
Sponsor’s telephone number 2123007382
Plan sponsor’s address 8600 TWIN LAKE DR, BOCA RATON, FL, 33496

Signature of

Role Plan administrator
Date 2024-07-15
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
CORPORATION SERVICE COMPANY Agent -
WHELAN MARGARET Manager 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496

Documents

Name Date
ANNUAL REPORT 2025-01-20
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-03-21
Foreign Limited 2021-11-19

Date of last update: 02 Apr 2025

Sources: Florida Department of State