| Entity Name: | PFS PREFERRED FINANCIAL SERVICES, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Foreign Profit |
| Status: | Active |
| Date Filed: | 06 Dec 2018 (6 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 02 Jun 2020 (5 years ago) |
| Document Number: | F18000005624 |
| FEI/EIN Number | 20-4794253 |
| Address: | 5100 Tamiami Trail. N., Naples, FL, 34103, US |
| Mail Address: | 5100 Tamiami Trail. N., Naples, FL, 34103, US |
| ZIP code: | 34103 |
| County: | Collier |
| Place of Formation: | NEW JERSEY |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PFS WEALTH GROUP 401(K) PROFIT SHARING PLAN | 2021 | 204794253 | 2022-09-06 | PFS - PREFERRED FINANCIAL SERVICES, INC. | 2 | |||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2022-09-06 |
| Name of individual signing | VINCENT A. VIRGA |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 541600 |
| Sponsor’s telephone number | 2392342759 |
| Plan sponsor’s DBA name | D/B/A PFS WEALTH MANAGEMENT GROUP |
| Plan sponsor’s address | 5150 TAMIAMI TRAIL N STE. 504, NAPLES, FL, 34103 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-06 |
| Name of individual signing | VINCENT A. VIRGA |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| VIRGA VINCENT | Agent | 5150 TAMIAMI TRAIL N., NAPLES, FL, 34103 |
| Name | Role | Address |
|---|---|---|
| VIRGA VINCENT | Chairman | 5150 TAMIAMI TRAIL N., SUITE 504, NAPLES, FL, 34103 |
| Name | Role | Address |
|---|---|---|
| VIRGA VINCENT | President | 5150 TAMIAMI TRAIL N., SUITE 504, NAPLES, FL, 34103 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G22000050826 | PFS WEALTH MANAGEMENT GROUP | ACTIVE | 2022-04-21 | 2027-12-31 | No data | 5150 TAMIAMI TRL. N.,, SUITE 504, SUITE 504, NAPLES, FL, 34103 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2024-03-28 | 5100 Tamiami Trail. N., Unit 103, Naples, FL 34103 | No data |
| CHANGE OF MAILING ADDRESS | 2024-03-28 | 5100 Tamiami Trail. N., Unit 103, Naples, FL 34103 | No data |
| REINSTATEMENT | 2020-06-02 | No data | No data |
| REGISTERED AGENT NAME CHANGED | 2020-06-02 | VIRGA, VINCENT | No data |
| REVOKED FOR ANNUAL REPORT | 2019-09-27 | No data | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-04 |
| ANNUAL REPORT | 2023-01-22 |
| ANNUAL REPORT | 2022-01-13 |
| ANNUAL REPORT | 2021-01-14 |
| REINSTATEMENT | 2020-06-02 |
| Foreign Profit | 2018-12-06 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
