Security First Managers, LLC

Massachusetts
Registered In
06/16/2014
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Security First Managers, LLC at 1001 Broadway Ave, Ormond Beach, FL 32174 lists Melissa Burt Devriese of Ormond Beach, FL and W. Lockwood Burt as associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Foreign Limited Liability Company (Llc)
Status
Active
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3h Agent Services, Inc. Registered Agent
57 WENDELL AVE, PITTSFIELD, MA 01201 (View Past Addresses)
Melissa Burt Devriese Manager
1001 BROADWAY AVE, ORMOND BEACH, FL 32174
W. Lockwood Burt Manager
Clive Becker-Jones Manager
Robert Ketchum Manager
W. Lockwood Burt REAL PROPERTY
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1001 BROADWAY AVE, ORMOND BEACH, FL 32174 View Map

Financial Information for Security First Managers, LLC

Form 5500

SECURITY FIRST MANAGERS, LLC

1001 Broadway Avenue, Ormond Beach, FL 32174 (386) 868-1321 EIN:75-3176413 Plan Admin:Sherri Martyn
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN Plan #503 Participants BOY/EOY168 / 0 Assets BOY/EOY$0 / $0 2023 SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN - Plan #503 168 / 0 $0 / $0
2022 Plan NameSECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY479 / 543 Assets BOY/EOY$14,703,230 / $13,764,001 2022 SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 479 / 543 $14,703,230 / $13,764,001
2022 Plan NameSECURITY FIRST FLORIDA ERISA PLAN Plan #502 Participants BOY/EOY452 / 0 Assets BOY/EOY$0 / $0 2022 SECURITY FIRST FLORIDA ERISA PLAN - Plan #502 452 / 0 $0 / $0
2022 Plan NameSECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN Plan #503 Participants BOY/EOY150 / 0 Assets BOY/EOY$0 / $0 2022 SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN - Plan #503 150 / 0 $0 / $0
2021 Plan NameSECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY433 / 478 Assets BOY/EOY$11,453,143 / $14,703,230 2021 SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 433 / 478 $11,453,143 / $14,703,230
2021 Plan NameSECURITY FIRST FLORIDA ERISA PLAN Plan #502 Participants BOY/EOY414 / 0 Assets BOY/EOY$0 / $0 2021 SECURITY FIRST FLORIDA ERISA PLAN - Plan #502 414 / 0 $0 / $0
2021 Plan NameSECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN Plan #503 Participants BOY/EOY167 / 0 Assets BOY/EOY$0 / $0 2021 SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN - Plan #503 167 / 0 $0 / $0
2020 Plan NameSECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY442 / 426 Assets BOY/EOY$8,638,525 / $11,453,143 2020 SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 442 / 426 $8,638,525 / $11,453,143
2020 Plan NameSECURITY FIRST FLORIDA ERISA PLAN Plan #502 Participants BOY/EOY446 / 0 Assets BOY/EOY$0 / $0 2020 SECURITY FIRST FLORIDA ERISA PLAN - Plan #502 446 / 0 $0 / $0
2020 Plan NameSECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN Plan #503 Participants BOY/EOY165 / 0 Assets BOY/EOY$0 / $0 2020 SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN - Plan #503 165 / 0 $0 / $0
2019 Plan NameSECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST Plan #001 Participants BOY/EOY344 / 434 Assets BOY/EOY$5,816,027 / $8,638,525 2019 SECURITY FIRST MANAGERS LLC 401(K) PROFIT SHARING PLAN AND TRUST - Plan #001 344 / 434 $5,816,027 / $8,638,525
2019 Plan NameSECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN Plan #503 Participants BOY/EOY122 / 0 Assets BOY/EOY$0 / $0 2019 SECURITY FIRST MANAGERS, LLC FLEXIBLE COMPENSATION PLAN - Plan #503 122 / 0 $0 / $0
2019 Plan NameSECURITY FIRST FLORIDA ERISA PLAN Plan #502 Participants BOY/EOY395 / 0 Assets BOY/EOY$0 / $0 2019 SECURITY FIRST FLORIDA ERISA PLAN - Plan #502 395 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

SECURITY FIRST MANAGERS, LLC

1001 Broadway Ave, Ormond Beach, FL 32174 Industry:Direct Property and Casualty Insurance Carriers Ethnicity:Not Hispanic or Latino Race:White Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$5,749,600 Forgiven$5,817,318 LenderTruist Bank Jobs425 04/30/2020 $5,749,600 $5,817,318 Truist Bank 425
PPP Loans based on Paycheck Protection Program.
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Security First Managers, LLC Registered in New Mexico
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Security First Managers, LLC Registered in Washington
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Security First Managers, LLC Registered in Kansas
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Security First Managers, LLC Registered in Idaho
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Security First Managers, LLC Registered in Georgia
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Security First Managers, LLC Registered in North Carolina
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Security First Managers LLC Registered in Mississippi
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Security First Managers, LLC Registered in Alaska
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Security First Managers, LLC Registered in Maine
Augusta, ME Ormond Beach, FL View Report
Security First Managers, LLC Registered in Texas
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Security First Managers, LLC Registered in Wisconsin
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Security First Managers, LLC Registered in Oklahoma
Oklahoma City, OK Ormond Beach, FL View Report
Address Match:1001 Broadway Ave Ormond Beach, FL
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Security First Managers, LLC Registered in California
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Security First Managers, LLC Registered in Oregon
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Security First Managers, LLC Registered in Florida
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Security First Managers, LLC Registered in Arizona
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Security First Managers, LLC Registered in Wyoming
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Security First Managers, LLC Registered in Connecticut
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Security First Managers, LLC Registered in Utah
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Security First Managers, LLC Registered in Colorado
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Person/City Match:Melissa Burt Devriese - Ormond Beach, FL
Security First Insurance Company Registered in Massachusetts
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Security First Managers, LLC Registered in Nevada
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor U.S. Small Business Administration
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