W.E. Family Offices, LLC
North Carolina
Registered In
08/19/2021
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
W.E. Family Offices, LLC at 2811 Ponce De Leon Blvd STE 840, Coral Gables, FL 33134 lists W.E. Family Offices Holdings, Llc of Coral Gables, FL.
- Registered In
- North Carolina
- Incorporation Date
- Registration Type
- Foreign
- Foreign Jurisdiction
- Florida
- Company Type
- Limited Liability Company
- Status
- Current-Active
- Find Social Profiles
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- SEC | EDGAR Trellis.Law Recent News
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Corporate Creations Network Inc.
Registered Agent
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15720 BRIXHAM HILL AVE # 300, CHARLOTTE, NC 28277
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W.E. Family Offices Holdings, Llc
Member
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2811 PONCE DE LEON BLVD STE 840, CORAL GABLES, FL 33134
(View Past Addresses)
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2811 PONCE DE LEON BLVD STE 840, CORAL GABLES, FL 33134
View Map
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15720 BRIXHAM HILL AVE # 300, CHARLOTTE, NC 28277
(Mailing)
View Map
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Financial Information for W.E. Family Offices, LLC
Form 5500
W.E. FAMILY OFFICES, LLC
2811 Ponce De Leon Blvd STE 840, Coral Gables, FL 33134 (305) 825-2225 EIN:65-1033718 Plan Admin:Michael Zeuner| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameW.E. FAMILY OFFICES 401(K) PLAN Plan #001 Participants BOY/EOY64 / 60 Assets BOY/EOY$7,143,950 / $9,139,331 | 2023 | W.E. FAMILY OFFICES 401(K) PLAN - Plan #001 | 64 / 60 | $7,143,950 / $9,139,331 |
| 2022 | Plan NameW.E. FAMILY OFFICES 401(K) PLAN Plan #001 Participants BOY/EOY60 / 64 Assets BOY/EOY$8,181,875 / $7,143,950 | 2022 | W.E. FAMILY OFFICES 401(K) PLAN - Plan #001 | 60 / 64 | $8,181,875 / $7,143,950 |
| 2021 | Plan NameW.E. FAMILY OFFICES 401(K) PLAN Plan #001 Participants BOY/EOY56 / 60 Assets BOY/EOY$6,971,713 / $8,181,875 | 2021 | W.E. FAMILY OFFICES 401(K) PLAN - Plan #001 | 56 / 60 | $6,971,713 / $8,181,875 |
| 2020 | Plan NameW.E. FAMILY OFFICES 401(K) PLAN Plan #001 Participants BOY/EOY53 / 53 Assets BOY/EOY$5,785,595 / $6,971,713 | 2020 | W.E. FAMILY OFFICES 401(K) PLAN - Plan #001 | 53 / 53 | $5,785,595 / $6,971,713 |
| 2019 | Plan NameW.E. FAMILY OFFICES 401(K) PLAN Plan #001 Participants BOY/EOY50 / 52 Assets BOY/EOY$4,459,484 / $5,785,595 | 2019 | W.E. FAMILY OFFICES 401(K) PLAN - Plan #001 | 50 / 52 | $4,459,484 / $5,785,595 |
Benefit & Retirement Plans based on Form 5500.
Address Match:2811 Ponce De Leon Blvd Coral Gables, FL
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Address Match:2811 Ponce De Leon Blvd Ste 840 Coral Gables, FL
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W.E. Family Offices Holdings, LLC
Registered in Florida
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Coral Gables, FL Miami, FL | View Report | |
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W.E. Family Offices, LLC
Registered in Florida
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Coral Gables, FL North Palm Beach, FL (1 more) | View Report | |
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W.E. Family Offices Holdings, LLC
Registered in North Carolina
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Charlotte, NC Coral Gables, FL (1 more) | View Report |
Address Match:15720 Brixham Hill Ave # 300 Charlotte, NC
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The following government agencies have contributed data:
North Carolina Secretary of State U.S. Department of Labor
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