| Entity Name: | WHELAN ADVISORY, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Limited Liability Co. |
| Status: | Active |
| 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 |
| 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 |
| 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 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-15 |
| Name of individual signing | SHIRLEY HORNER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Address |
|---|---|---|
| WHELAN MARGARET | Manager | 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496 |
| Name | Date |
|---|---|
| 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 Feb 2025
Sources: Florida Department of State
