| Entity Name: | LIBERTY WEALTH ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Limited Liability Co. |
| Status: | Active |
| Date Filed: | 27 Jan 2022 (3 years ago) |
| Document Number: | M22000001373 |
| FEI/EIN Number | 383634777 |
| Address: | 4851 TAMIAMI TRAIL NORTH STE 200, NAPLES, FL, 34103, US |
| Mail Address: | 4851 TAMIAMI TRAIL NORTH STE 200, NAPLES, FL, 34103, US |
| ZIP code: | 34103 |
| County: | Collier |
| Place of Formation: | DELAWARE |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PORTFOLIO SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 383634777 | 2024-01-11 | LIBERTY WEALTH ADVISORS, LLC | 21 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-01-11 |
| Name of individual signing | JOHN BERGMANN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-12-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2486891550 |
| Plan sponsor’s address | 4851 TAMIAMI TRAIL NORTH, SUITE 200, NAPLES, FL, 34103 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-27 |
| Name of individual signing | JOHN BERGMANN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| CORPORATION SERVICE COMPANY | Agent |
| Name | Role | Address |
|---|---|---|
| GLADNEY JAMES S | Manager | 16418 CARRARA WAY UNIT 201, NAPLES, FL, 34110 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G22000026709 | PORTFOLIO SOLUTIONS | ACTIVE | 2022-02-15 | 2027-12-31 | No data | 4851 TAMIAMI TRAIL NORTH, SUITE 200, NAPLES, FL, 34103 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-22 |
| ANNUAL REPORT | 2023-04-30 |
| Foreign Limited | 2022-01-27 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
