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ADVOCATE WEALTH MANAGEMENT LLC.

Company Details

Name: ADVOCATE WEALTH MANAGEMENT LLC.
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Inactive-Dissolved (Administrative)
Date of registration: 18 Dec 2014 (10 years ago)
Financial Date End: 31 Dec 2018
Date dissolved: 16 Apr 2019
Entity Number: 443229
Place of Formation: IDAHO
File Number: 443229
ZIP code: 83440
County: Madison County
Principal Address: 610 AUTUMN DRIVE REXBURG, ID 83440

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ADVOCATE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2019 800116234 2020-07-26 ADVOCATE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3606837654
Plan sponsor’s address 450 SOUTH 3RD EAST, REXBURG, ID, 83440
ADVOCATE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2018 800116234 2019-08-06 ADVOCATE WEALTH MANAGEMENT, LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 3606837654
Plan sponsor’s address 450 SOUTH 3RD EAST, REXBURG, ID, 83440

Agent

Name Role Address
STEVE HOLLOWAY Agent 610 AUTUMN DRIVE, REXBURG, ID 83440

Filing

Filing Name Filing Number Filing date
Dissolution/Revocation - Administrative 0003480079 2019-04-16
Annual Report 0002879771 2017-12-13
Annual Report 0002879770 2017-02-23
Annual Report 0002879769 2016-02-02
Initial Filing 0000443229 2014-12-18

Date of last update: 20 Dec 2024

Sources: Idaho Secretary of State