| Entity Name: | CONCURRENT INVESTMENT ADVISORS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Limited Liability Company |
| Status: | Active |
| Date Filed: | 15 Dec 2022 (2 years ago) |
| Document Number: | M22000018721 |
| FEI/EIN Number | 92-1819393 |
| Address: | 100 S ASHLEY DR STE 830, TAMPA, FL 33602 |
| Mail Address: | 100 S ASHLEY DR STE 830, TAMPA, FL 33602 |
| ZIP code: | 33602 |
| County: | Hillsborough |
| Place of Formation: | DELAWARE |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS 401(K) PLAN | 2023 | 921819393 | 2024-10-11 | CONCURRENT INVESTMENT ADVISORS | 31 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-10-11 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| STEELE, SCOTT | Agent | 100 S ASHLEY DR STE 830, TAMPA, FL 33602 |
| Name | Role | Address |
|---|---|---|
| STEELE, SCOTT | Manager | 100 S ASHLEY DR STE 620, TAMPA, FL 33602 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2023-07-13 | 100 S ASHLEY DR STE 830, TAMPA, FL 33602 | No data |
| CHANGE OF MAILING ADDRESS | 2023-07-13 | 100 S ASHLEY DR STE 830, TAMPA, FL 33602 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2023-07-13 | 100 S ASHLEY DR STE 830, TAMPA, FL 33602 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-06 |
| ANNUAL REPORT | 2023-07-13 |
| Foreign Limited | 2022-12-15 |
Date of last update: 10 Feb 2025
Sources: Florida Department of State
