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Van Kirk Wealth Advisors, LLC

Company Details

Name: Van Kirk Wealth Advisors, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 07 Apr 2014 (11 years ago)
Business ID: 1039286
ZIP code: 39501
County: Harrison
State of Incorporation: MISSISSIPPI
Principal Office Address: 1300 25th Avenue, Suite 110Gulfport, MS 39501
Historical names: Office Lease Acquisition, LLC

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VAN KIRK WEALTH ADVISORS, LLC 401(K) PLAN 2023 465560892 2024-07-24 VAN KIRK WEALTH ADVISORS, LLC 9
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Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 2282655530
Plan sponsor’s address 1302 MAGNOLIA ST.,, UNIT A2, GULFPORT, MS, 39507
VAN KIRK WEALTH ADVISORS, LLC 401(K) PLAN 2022 465560892 2023-10-05 VAN KIRK WEALTH ADVISORS, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 523900
Sponsor’s telephone number 2282655530
Plan sponsor’s address 1300 25TH AVE., SUITE 110, GULFPORT, MS, 39501

Agent

Name Role Address
Henry N. Dick III Agent 759 Howard Avenue, Biloxi, MS 39530

Manager

Name Role Address
F. William Van Kirk III Manager 1300 25th Ave., Suite 110, Gulfport, MS 39501

Member

Name Role Address
F. William Van Kirk III Member 1300 25th Ave., Suite 110, Gulfport, MS 39501
F. William Van Kirk Jr Member 1300 25th Ave., Suite 110, Gulfport, MS 39501
Paul Alan Sala Jr Member 1300 25th Ave., Suite 110, Gulfport, MS 39501
Brett Ellis Walker Member 1300 25th Ave., Suite 110, Gulfport, MS 39501
Ethan Michael Smith Member 1300 25th Ave., Suite 110, Gulfport, MS 39501

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2024-02-06 Annual Report For Van Kirk Wealth Advisors, LLC
Annual Report LLC Filed 2023-01-10 Annual Report For Van Kirk Wealth Advisors, LLC
Annual Report LLC Filed 2022-02-15 Annual Report For Van Kirk Wealth Advisors, LLC
Annual Report LLC Filed 2021-02-02 Annual Report For Van Kirk Wealth Advisors, LLC
Amendment Form Filed 2021-01-18 Amendment For Van Kirk Wealth Advisors, LLC
Annual Report LLC Filed 2021-01-18 Annual Report For Van Kirk Wealth Advisors, LLC
Annual Report LLC Filed 2020-11-06 Annual Report For Van Kirk Wealth Advisors, LLC
Notice to Dissolve/Revoke Filed 2020-08-28 Notice to Dissolve/Revoke
Amendment Form Filed 2019-08-07 Amendment For Van Kirk Wealth Advisors, LLC
Annual Report LLC Filed 2019-03-29 Annual Report For Van Kirk Wealth Advisors, LLC

Date of last update: 11 Jan 2025

Sources: Mississippi Secretary of State