| Entity Name: | LIBERTY WEALTH ADVISORS, 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: | 27 Jan 2022 (3 years ago) |
| Document Number: | M22000001373 |
| FEI/EIN Number |
383634777
Federal Employer Identification (FEI) Number assigned by the IRS. |
| 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 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| 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 | Address |
|---|---|---|
| GLADNEY JAMES S | Manager | 16418 CARRARA WAY UNIT 201, NAPLES, FL, 34110 |
| CORPORATION SERVICE COMPANY | Agent | - |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G22000026709 | PORTFOLIO SOLUTIONS | ACTIVE | 2022-02-15 | 2027-12-31 | - | 4851 TAMIAMI TRAIL NORTH, SUITE 200, NAPLES, FL, 34103 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2025-02-03 | 4851 Tamiami Trail N, Suite 200, NAPLES, FL 34103 | - |
| CHANGE OF MAILING ADDRESS | 2025-02-03 | 4851 Tamiami Trail N, Suite 200, NAPLES, FL 34103 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-03 |
| ANNUAL REPORT | 2024-04-22 |
| ANNUAL REPORT | 2023-04-30 |
| Foreign Limited | 2022-01-27 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
