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  5. COLLABORATIVE WEALTH MANAGEMENT, INC.

COLLABORATIVE WEALTH MANAGEMENT, INC.

Company Details

Entity Name: COLLABORATIVE WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit Corporation
Status: Active
Date Filed: 25 Mar 2014 (11 years ago)
Document Number: F14000001377
FEI/EIN Number 35-2280124
Address: 972 International Parkway, LAKE MARY, FL 32746
Mail Address: 972 International Parkway, LAKE MARY, FL 32746
ZIP code: 32746
County: Seminole
Place of Formation: TEXAS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2023 352280124 2024-05-07 COLLABORATIVE WEALTH MANAGEMENT, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2024-05-07
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2022 352280124 2023-07-12 COLLABORATIVE WEALTH MANAGEMENT, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2023-07-12
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2021 352280124 2022-05-09 COLLABORATIVE WEALTH MANAGEMENT, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2022-05-09
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2020 352280124 2021-03-24 COLLABORATIVE WEALTH MANAGEMENT, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2021-03-24
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2019 352280124 2020-04-09 COLLABORATIVE WEALTH MANAGEMENT, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2020-04-09
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2018 352280124 2019-04-12 COLLABORATIVE WEALTH MANAGEMENT, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2019-04-12
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2017 352280124 2018-02-05 COLLABORATIVE WEALTH MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2018-02-05
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature
COLLABORATIVE WEALTH 401(K) & PROFIT SHARE 2016 352280124 2017-05-30 COLLABORATIVE WEALTH MANAGEMENT, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-07-01
Business code 523120
Sponsor’s telephone number 4077923336
Plan sponsor’s address 972 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2017-05-30
Name of individual signing CHAD JUSTICE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JUSTICE, CHAD Agent 972 International Parkway, LAKE MARY, FL 32746

Chairman

Name Role Address
JUSTICE, CHAD R Chairman 972 International Parkway, LAKE MARY, FL 32746

President

Name Role Address
JUSTICE, CHAD R President 972 International Parkway, LAKE MARY, FL 32746

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2017-02-25 972 International Parkway, LAKE MARY, FL 32746 No data
CHANGE OF MAILING ADDRESS 2017-02-25 972 International Parkway, LAKE MARY, FL 32746 No data
REGISTERED AGENT ADDRESS CHANGED 2017-02-25 972 International Parkway, LAKE MARY, FL 32746 No data

Documents

Name Date
ANNUAL REPORT 2025-02-13
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-04-04
ANNUAL REPORT 2022-03-24
ANNUAL REPORT 2021-05-04
ANNUAL REPORT 2020-05-05
ANNUAL REPORT 2019-02-06
ANNUAL REPORT 2018-02-19
ANNUAL REPORT 2017-02-25
ANNUAL REPORT 2016-04-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6816987104 2020-04-14 0491 PPP 972 International Park Way, LAKE MARY, FL, 32746
Loan Status Date 2021-04-23
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 162500
Loan Approval Amount (current) 162500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LAKE MARY, SEMINOLE, FL, 32746-0001
Project Congressional District FL-07
Number of Employees 8
NAICS code 523930
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 163959.79
Forgiveness Paid Date 2021-03-15

Related by officers

JUSTICE, CHAD

JOHNSON WEALTH MANAGEMENT GROUP, LLC CW JUSTICE, LLC CW GAINESVILLE-RE, LLC CW TREASURE COAST LLC COLLABORATIVE DIGITAL INNOVATIONS INC. NAVITRON, INC.

JUSTICE, CHAD R

INTERNATIONAL PARKWAY I LLC INTERNATIONAL PARKWAY II LLC COLLABORATIVE DIGITAL INNOVATIONS LLC

Related by address

972 International Parkway, LAKE MARY, FL 32746

JOHNSON WEALTH MANAGEMENT GROUP, LLC COLLABORATIVE WEALTH SOUTHEAST, LLC

972 International Parkway, LAKE MARY, FL 32746

JOHNSON WEALTH MANAGEMENT GROUP, LLC COLLABORATIVE WEALTH SOUTHEAST, LLC

Date of last update: 21 Feb 2025

Sources: Florida Department of State

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