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  5. Rivertree Financial Planning, LLC

Rivertree Financial Planning, LLC

Company Details

Name: Rivertree Financial Planning, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 01 Nov 2019 (5 years ago)
Business ID: 1192614
ZIP code: 39216
County: Hinds
State of Incorporation: MISSISSIPPI
Principal Office Address: 2630 Ridgewood Rd, Ste CJackson, MS 39216

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2023 320615482 2024-05-30 RIVERTREE FINANCIAL PLANNING LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2024-05-30
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-30
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2022 320615482 2023-03-23 RIVERTREE FINANCIAL PLANNING LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2023-03-23
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2021 320615482 2022-04-12 RIVERTREE FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2022-04-12
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-04-12
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2020 320615482 2021-04-07 RIVERTREE FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2021-04-07
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-07
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2019 320615482 2020-07-08 RIVERTREE FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2020-07-08
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-08
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2018 270696868 2019-03-04 RIVERTREE FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2019-03-04
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-03-04
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2017 270696868 2018-03-12 RIVERTREE FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2018-03-12
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-12
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2016 270696868 2017-05-01 RIVERTREE FINANCIAL PLANNING LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2017-05-01
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-01
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
RIVERTREE FINANCIAL PLANNING LLC 401(K) PLAN 2015 270696868 2016-07-07 RIVERTREE FINANCIAL PLANNING LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 6017141668
Plan sponsor’s address 2630 RIDGEWOOD ROAD, STE. C, JACKSON, MS, 392164920

Signature of
Role Plan administrator
Date 2016-07-07
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-07
Name of individual signing SCOTT MARSHALL
Valid signature Filed with authorized/valid electronic signature

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

Filings

Type Status Filed Date Description
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

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 17 Jan 2025

Sources: Mississippi Secretary of State

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