Forward Strategies Insurance Brokerage, L.L.C.

Corporation Service Company Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
Joshua David Mellberg, Llc Manager	2650 MCCORMICK DR, CLEARWATER, FL 33759

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10371 N ORACLE RD # 102, ORO VALLEY, AZ 85737 View Map
2650 MCCORMICK DR 300L, CLEARWATER, FL 33759 (Mailing) View Map

Form 5500

10371 N. Oracle Rd. STE 102, Tucson, Az 85737 (520) 544-7600 EIN:82-0582730 Plan Admin:Steven Finley

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2021	Plan NameFORWARD STRATEGIES INSURANCE B 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$467,011 / $0	2021	FORWARD STRATEGIES INSURANCE B 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 0	$467,011 / $0
2020	Plan NameFORWARD STRATEGIES INSURANCE B 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$555,216 / $467,011	2020	FORWARD STRATEGIES INSURANCE B 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$555,216 / $467,011
2019	Plan NameFORWARD STRATEGIES INSURANCE B 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$399,673 / $555,216	2019	FORWARD STRATEGIES INSURANCE B 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	3 / 3	$399,673 / $555,216

Benefit & Retirement Plans based on Form 5500.

Address Match:10371 N Oracle Rd # 102 Oro Valley, AZ

Forward Strategies Insurance Brokerage, L.L.C. Registered in Missouri	Jefferson City, MO Oro Valley, AZ	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in New Mexico	Clearwater, FL Oro Valley, AZ	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in North Dakota	Bismarck, ND Clearwater, FL (1 more)	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Utah	Oro Valley, AZ Salt Lake City, UT	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Minnesota	Clearwater, FL Oro Valley, AZ	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Idaho	Clearwater, FL Oro Valley, AZ	View Report
Forward Strategies Insurance Brokerage, L.L.C Registered in Georgia	Oro Valley, AZ Peachtree Corners, GA	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in North Carolina	Oro Valley, AZ Raleigh, NC (1 more)	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Alabama	Clearwater, FL Montgomery, AL (1 more)	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Colorado	Clearwater, FL Tucson, AZ (2 more)	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Mississippi	Madison, MS Oro Valley, AZ	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Maine	Augusta, ME Clearwater, FL (1 more)	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Oklahoma	Oklahoma City, OK Oro Valley, AZ	View Report

Address Match:2650 Mccormick Dr 300l Clearwater, FL

Amerilife & Health Services of The Mid South, LLC Registered in Ohio	Clearwater, FL Columbus, OH		View Report

Person/Address Match:Joshua David Mellberg Llc -

Insurance Marketing Solutions, LLC. Registered in West Virginia	Charleston, WV Clearwater, FL (1 more)	View Report
Forward Strategies Insurance Brokerage, L.L.C Registered in Nevada	Carson City, NV	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Arizona	"", AZ Clearwater, FL	View Report
Insurance Marketing Solutions Agency, LLC Registered in Connecticut	Hartford, CT Tucson, AZ	View Report
Insurance Marketing Solutions, LLC Registered in Nevada	Carson City, NV Wilmington, DE	View Report
Insurance Marketing Solutions, LLC. Registered in Oregon	Clearwater, FL	View Report
Insurance Marketing Solutions, LLC. Registered in Vermont	Clearwater, FL Tucson, AZ	View Report
Insurance Marketing Solutions, LLC. Registered in Arizona	Clearwater, FL	View Report
Insurance Marketing Solutions LLC Registered in Minnesota	Clearwater, FL Roseville, MN	View Report
Insurance Marketing Solutions, LLC. Registered in Idaho	Clearwater, FL Tucson, AZ	View Report
Insurance Marketing Solutions, LLC Registered in North Carolina	Clearwater, FL Raleigh, NC	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Arkansas	Wilmington, DE	View Report
Insurance Marketing Solutions, LLC Registered in Alaska	Clearwater, FL Juneau, AK (1 more)	View Report
Insurance Marketing Solutions, LLC. Registered in Mississippi	Clearwater, FL Madison, MS	View Report
Marksolutions Insurance Group Registered in New Hampshire	Clearwater, FL Concord, NH (1 more)	View Report

Address Match:10371 N Oracle Rd Oro Valley, AZ

Bluemoon Acupuncture and Wellness Center, PLLC Registered in Arizona	Oro Valley, AZ	View Report
Ch@cplot163, LLC Registered in Arizona	Oro Valley, AZ	View Report
Cwtm Holdings, LLC Registered in Arizona	Oro Valley, AZ	View Report
Dentistry in Oro Valley, P.C. Registered in Arizona	Oro Valley, AZ	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Wyoming	Cheyenne, WY Oro Valley, AZ	View Report
Glenn Street Property, LLC Registered in Arizona	Oro Valley, AZ	View Report
Gt House, LLC Registered in Arizona	Oro Valley, AZ	View Report
Hand & Hand Scottsdale, LLC Registered in Arizona	Oro Valley, AZ	View Report
Kids 'N Company, Inc. Registered in Arizona	Oro Valley, AZ	View Report
Mill Avenue Property, LLC Registered in Arizona	Oro Valley, AZ	View Report
Mountain Breeze, LLC Registered in Arizona	Oro Valley, AZ	View Report
Ocean Adventure, LLC Registered in Arizona	Oro Valley, AZ	View Report
Spiritual Warriors LLC Registered in Arizona	Oro Valley, AZ	View Report
Star Family Foundation, Inc. Registered in Arizona	Oro Valley, AZ Sioux Falls, SD	View Report
Tc Williams S-Entity, LLC Registered in Arizona	Oro Valley, AZ Tucson, AZ	View Report
The Kamk Investment Group, LLC Registered in Arizona	Oro Valley, AZ	View Report
Tp Mobley S-Entity, LLC Registered in Arizona	Oro Valley, AZ Tucson, AZ	View Report
Forward Strategies Insurance Brokerage, L.L.C. Registered in Utah	Oro Valley, AZ Salt Lake City, UT	View Report
Ventura-Pacific Development, Inc. Registered in Texas	Oro Valley, AZ Tucson, AZ	View Report

Related Business Names:

Forward Strategies Insurance Brokerage, LLC Registered in Pennsylvania		View Report
Forward Strategies Insurance Brokerage, LLC Registered in Missouri	Jefferson City, MO	View Report
Forward Strategies Insurance Brokerage, LLC Registered in Texas	Austin, TX Tucson, AZ	View Report
Forward Strategies Insurance Brokerage, LLC Registered in Nevada	Las Vegas, NV	View Report

The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor

Company Summary