Demo environment: every person, company, dollar figure, and document on this site is fictional — sample data showing what the system does. Read-only.
Bluefin Consulting LLC E-001
- Entity type
- llc
- Tax classification
- s_corp
- Formation state
- FL
- Formation date
- 2023-02-10
- EIN
- not set
- Return form
- 1120S
- Accounting system
- unknown
- Active
- yes
- Role
- Main operating company. Healthcare-IT consulting; Alex 100%. S corporation.
- Notes
- Demo entity. Runs payroll for both spouses; sponsors the solo 401(k).
Owners
| Owner | Percent | Interest | Acquired | Initial basis | DQ person | Notes | |
| Alex T. Harper |
100% | membership | 2023-02-10 |
unknown |
not confirmed |
Sole member. | |
Interests held by this entity
| In | Percent | Acquired | Initial basis | Notes |
| Harbor Lights Media LLC |
49% | 2022-08-01 | unknown |
Bluefin holds 49% of Harbor Lights. |
Governing documents
operating_agreement reviewed
- Effective / executed
- 2023-02-10 / 2023-02-10
- Formation date stated
- unknown
- Management
- member_managed — manager Alex T. Harper
- Control
- Alex T. Harper at 100%; consent rights effective: unknown
- Economics
- unknown; tax distributions none; dilution on non-participation: no
- Fiduciary duties waived
- unknown
- Plan exposure
- none
- Drafting defects
- Notes
- Fictional sample.
Accounts
| Institution | Nickname | Type | Last 4 | |
| Harbor Bank | Bluefin operating checking |
checking | 2201 | |
Risks
| ID | Severity | Risk | Status | |
| RISK-003 | medium | Reasonable compensation documentation | open | |
Open items
| ID | P | Item | Target | |
| OI-002 | P1 | Finish the 1120-S with the September books | 2026-09-15 | |
Value states:
plain text = known
unverified = working value, not confirmed
unknown = not in the record
Grey is not green.