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Rivertree Financial Planning, LLC

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Company Details

Name: Rivertree Financial Planning, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 01 Nov 2019 (6 years ago)
Business ID: 1192614
ZIP code: 39216
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 2630 Ridgewood Rd, Ste CJackson, MS 39216

Agent

Name Role Address
Scott T Marshall Agent 2630 Ridgewood Road, Suite C, Jackson, MS 39216

Manager

Name Role Address
Scott T Marshall Manager 2630 Ridgewood Road, Ste C, Jackson, MS 39216

Form 5500 Series

Employer Identification Number (EIN):
320615482
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-02-03 Annual Report For Rivertree Financial Planning, LLC
Annual Report LLC Filed 2024-02-05 Annual Report For Rivertree Financial Planning, LLC
Annual Report LLC Filed 2023-01-20 Annual Report For Rivertree Financial Planning, LLC
Annual Report LLC Filed 2022-02-11 Annual Report For Rivertree Financial Planning, LLC
Annual Report LLC Filed 2021-05-18 Annual Report For Rivertree Financial Planning, LLC
Annual Report LLC Filed 2020-02-10 Annual Report For Rivertree Financial Planning, LLC
Formation Form Filed 2019-10-31 Formation For Rivertree Financial Planning, LLC

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Date of last update: 22 May 2025

Sources: Company Profile on Mississippi Secretary of State Website