Oliphant Financial, LLC

Massachusetts
Registered In
05/15/2006
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Oliphant Financial, LLC at 1800 2nd ST STE 603, Sarasota, FL 34236 lists Robert A Morris of Sarasota, FL as the associate.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Foreign Limited Liability Company (Llc)
Status
Active
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Urs Agents Inc. Registered Agent
4 CENTRAL ST, WOBURN, MA 01801 (View Past Addresses)
Robert A Morris Manager
1800 2ND ST STE 603, SARASOTA, FL 34236
Robert A Morris REAL PROPERTY
1800 2ND ST STE 603, SARASOTA, FL 34236
1800 2ND ST STE 603, SARASOTA, FL 34236 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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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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