Harbor View Advisors, LLC
Florida
Registered In
07/08/2009
Incorp. Date
Company Summary
Harbor View Advisors, LLC at 310 3rd ST STE 201, Neptune Beach, FL 32266 lists Mathis John K and Mathis Carolyn of Jacksonville Beach, FL as the associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 27-0505590
- Website
- hvadvisors.com
- ***********@hvadvisors.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
|
Hva Holdings, Llc
Registered Agent
|
310 3RD ST, NEPTUNE BEACH, FL 32266
(View Past Addresses)
|
|
|
Mathis John K
Manager
|
3414 1ST ST S, JACKSONVILLE BEACH, FL 32250
(View Past Addresses)
|
|
|
Mathis Carolyn
Manager
|
3414 1ST ST S, JACKSONVILLE BEACH, FL 32250
(View Past Addresses)
|
|
310 3RD ST STE 201, NEPTUNE BEACH, FL 32266
View Map
|
Financial Information for Harbor View Advisors, LLC
Form 5500
HARBOR VIEW ADVISORS, LLC
822 A1a North, Suite 200, Ponte Vedra Beach, FL 32082 (904) 285-4278 EIN:27-0505590 Plan Admin:Michelle Mccullough| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameHARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY33 / 38 Assets BOY/EOY$2,173,630 / $1,976,501 | 2022 | HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002 | 33 / 38 | $2,173,630 / $1,976,501 |
| 2022 | Plan NameHARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY11 / 11 Assets BOY/EOY$979,189 / $1,205,881 | 2022 | HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN - Plan #003 | 11 / 11 | $979,189 / $1,205,881 |
| 2021 | Plan NameHARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY26 / 33 Assets BOY/EOY$1,475,442 / $2,173,630 | 2021 | HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002 | 26 / 33 | $1,475,442 / $2,173,630 |
| 2021 | Plan NameHARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN Plan #003 Participants BOY/EOY6 / 6 Assets BOY/EOY$647,550 / $979,189 | 2021 | HARBOR VIEW ADVISORS CASH BALANCE PENSION PLAN - Plan #003 | 6 / 6 | $647,550 / $979,189 |
| 2020 | Plan NameHARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY20 / 24 Assets BOY/EOY$813,679 / $1,475,442 | 2020 | HARBOR VIEW ADVISORS 401(K) PROFIT SHARING PLAN - Plan #002 | 20 / 24 | $813,679 / $1,475,442 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
HARBOR VIEW ADVISORS LLC
822 A1A N Ste 200, Ponte Vedra Beach, FL 32082-3260| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 02/18/2021 | Approved$256,361 Forgiven$258,868 LenderPNC Bank, National Association Jobs15 | 02/18/2021 | $256,361 | $258,868 | PNC Bank, National Association | 15 |
| 04/07/2020 | Approved$273,570 Forgiven$276,632 LenderPNC Bank, National Association Jobs13 | 04/07/2020 | $273,570 | $276,632 | PNC Bank, National Association | 13 |
PPP Loans based on Paycheck Protection Program.
Related Business Names:
|
Harbor View Capital Advisors, LLC
Registered in New York
|
New York, NY | View Report | |
|
Harbor View Capital Advisors, LLC
Registered in Iowa
|
Dubuque, IA | View Report |
Address Match:310 3rd St Ste 201 Neptune Beach, FL
|
Harbor View Cfo Services, LLC
Registered in Florida
|
Neptune Beach, FL Ponte Vedra Beach, FL | View Report | |
|
Hv Cloudredy Holdings, LLC
Registered in Florida
|
Neptune Beach, FL Ponte Vedra Beach, FL | View Report | |
|
Hv Liirn, LLC
Registered in Florida
|
Neptune Beach, FL Ponte Vedra Beach, FL | View Report | |
|
Hva Holdings, LLC
Registered in Florida
|
Neptune Beach, FL Ponte Vedra Beach, FL | View Report |
Address Match:310 3rd St Neptune Beach, FL
|
Hv Pacesetter Holdings, LLC
Registered in Florida
|
Neptune Beach, FL Ponte Vedra Beach, FL | View Report | |
|
Shorebreak Ventures LLC
Registered in Florida
|
Neptune Beach, FL Ponte Vedra Beach, FL | View Report | |
|
Shoreline Equity Partners Feeder Fund, L.P.
Registered in Florida
|
Neptune Beach, FL Tallahassee, FL (1 more) | View Report | |
|
Shoreline Equity Partners Parallel Fund, L.P.
Registered in Florida
|
Neptune Beach, FL Ponte Vedra Beach, FL | View Report |
Person/City Match:Mathis Carolyn - Jacksonville Beach, FL
|
Kb Family Investment Fund, LLC.
Registered in Florida
|
Jacksonville Beach, FL Ponte Vedra Beach, FL | View Report |
The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States