Oliphant Financial, LLC

Lakewood Ranch, FL

Alabama

Registered In

12/13/2005

Incorp. Date

Foreign

Registration Type

Florida

Foreign Jurisdiction

Company Summary

Oliphant Financial, LLC in Lakewood Ranch, FL was registered on 12/13/2005. It is listed at 9009 Town Center Pkwy, Lakewood Ranch, FL 34202.

Registered In: Alabama
Incorporation Date: 12/13/2005
Registration Type: Foreign
Foreign Jurisdiction: Florida
Company Type: Foreign Limited Liability Company
Status: Exists
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Urs Agents, Llc Registered Agent

505 OWENS DR SE, HUNTSVILLE, AL 35801

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9009 TOWN CENTER PKWY, LAKEWOOD RANCH, FL 34202 View Map

Financial Information for Oliphant Financial, LLC

Form 5500

OLIPHANT FINANCIAL LLC

1800 2nd ST STE 603, Sarasota, FL 34236 (941) 256-9002 EIN:20-3932975 Plan Admin:Jeremy Croteau

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOLIPHANT FINANCIAL LLC Plan #001 Participants BOY/EOY42 / 40 Assets BOY/EOY$447,068 / $363,549	2022	OLIPHANT FINANCIAL LLC - Plan #001	42 / 40	$447,068 / $363,549
2020	Plan NameOLIPHANT FINANCIAL, LLC - 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY59 / 42 Assets BOY/EOY$722,826 / $404,161	2020	OLIPHANT FINANCIAL, LLC - 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	59 / 42	$722,826 / $404,161
2019	Plan NameOLIPHANT FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY59 / 57 Assets BOY/EOY$584,709 / $722,826	2019	OLIPHANT FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	59 / 57	$584,709 / $722,826

Benefit & Retirement Plans based on Form 5500.

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Oliphant Financial, LLC Registered in Connecticut	Sarasota, FL	View Report
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Oliphant Financial, LLC Registered in North Dakota	Bismarck, ND Sarasota, FL	View Report
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Oliphant Financial, LLC Registered in Montana	Great Falls, MT Sarasota, FL	View Report
Oliphant Financial, LLC Registered in Maine	Augusta, ME Sarasota, FL	View Report
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Oliphant Financial, LLC Registered in Oklahoma	Oklahoma City, OK Sarasota, FL	View Report

Address Match:9009 Town Center Pkwy Lakewood Ranch, FL

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The following government agencies have contributed data:

Alabama Secretary of State U.S. Department of Labor

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