| Entity Name: | WELLINGTON RETIREMENT SOLUTIONS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 08 Jan 2015 (10 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 17 Feb 2015 (10 years ago) |
| Document Number: | P15000002787 |
| FEI/EIN Number | 47-2725143 |
| Address: | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL, 33483, US |
| Mail Address: | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL, 33483, US |
| ZIP code: | 33483 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WRS CASH BALANCE PLAN | 2023 | 472725143 | 2024-05-21 | WELLINGTON RETIREMENT SOLUTIONS, INC. | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-05-21 |
| Name of individual signing | STEPHEN DIX |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7038022300 |
| Plan sponsor’s address | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL, 33483 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-26 |
| Name of individual signing | STEPHEN DIX |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7038022300 |
| Plan sponsor’s address | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL, 33483 |
Signature of
| Role | Plan administrator |
| Date | 2022-07-31 |
| Name of individual signing | STEPHEN DIX |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2020-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7038022300 |
| Plan sponsor’s address | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL, 33483 |
Signature of
| Role | Plan administrator |
| Date | 2021-08-08 |
| Name of individual signing | STEPHEN DIX |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| LYNCH STEPHEN | Agent | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL, 33483 |
| Name | Role | Address |
|---|---|---|
| LYNCH STEPHEN | President | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL, 33483 |
| Name | Role | Address |
|---|---|---|
| DIX STEPHEN | Vice President | 1225 CHERRY TREE LN, ANNAPOLIS, MD, 21403 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2016-03-08 | 936 ALLAMANDA DRIVE, DELRAY BEACH, FL 33483 | No data |
| NAME CHANGE AMENDMENT | 2015-02-17 | WELLINGTON RETIREMENT SOLUTIONS, INC. | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-06 |
| ANNUAL REPORT | 2023-01-27 |
| ANNUAL REPORT | 2022-01-28 |
| ANNUAL REPORT | 2021-02-03 |
| ANNUAL REPORT | 2020-02-01 |
| ANNUAL REPORT | 2019-02-25 |
| ANNUAL REPORT | 2018-01-18 |
| ANNUAL REPORT | 2017-01-19 |
| ANNUAL REPORT | 2016-03-08 |
| Name Change | 2015-02-17 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
