Search icon

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
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 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 2025-01-14 Annual Report For Van Kirk Wealth Advisors, LLC
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
Annual Report LLC Filed 2021-01-18 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 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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4894027105 2020-04-13 0470 PPP 1300 25TH AVE STE 110, GULFPORT, MS, 39501-1900
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21700
Loan Approval Amount (current) 125900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39217
Servicing Lender Name Community Bank of Mississippi
Servicing Lender Address 1905, Community Bank Way, Flowood, MS, 39232
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address GULFPORT, HARRISON, MS, 39501-1900
Project Congressional District MS-04
Number of Employees 8
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 39217
Originating Lender Name Community Bank of Mississippi
Originating Lender Address Flowood, MS
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 127058.97
Forgiveness Paid Date 2021-03-22

Date of last update: 28 Mar 2025

Sources: Mississippi Secretary of State