Security First Managers, LLC

West Virginia
Registered In
03/25/2015
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Security First Managers, LLC at 1001 Broadway Ave, Ormond Beach, FL 32174 lists W. Lockwood Burt of Ormond Beach, FL as the associate.

Registered In
West Virginia
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Llc | Limited Liability Company
Status
Not Available
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W. Lockwood Burt Manager
1001 BROADWAY AVE, ORMOND BEACH, FL 32174
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1001 BROADWAY AVE, ORMOND BEACH, FL 32174 View Map
232 CAPITOL ST, CHARLESTON, WV 25301 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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The following government agencies have contributed data:

West Virginia Secretary of State U.S. Department of Labor U.S. Small Business Administration
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