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CORPORATE PLAN SERVICES, INC. - Florida Company Profile

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Company Details

Entity Name: CORPORATE PLAN SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

CORPORATE PLAN SERVICES, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 28 Jun 1982 (43 years ago)
Last Event: AMENDMENT
Event Date Filed: 26 May 2020 (5 years ago)
Document Number: F88540
FEI/EIN Number 592832682

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 7111 Fairway Dr., Suite 303, Palm Beach Gardens, FL, 33418, US
Mail Address: 7111 Fairway Dr., Suite 303, Palm Beach Gardens, FL, 33418, US
ZIP code: 33418
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Flah Richard M President 7111 Fairway Dr., Palm Beach Gardens, FL, 33418
FLAH NATHAN C Secretary 18074 Perigon Way, Jupiter, FL, 33458
FLAH PATRICIA R Treasurer 18577 SE HERITAGE OAKS LN, TEQUESTA, FL, 33469
BRAMS, DANIEL J Agent 500 S. AUSTRALIAN AVE., WEST PALM BEACH, FL, 33401

Form 5500 Series

Employer Identification Number (EIN):
592832682
Plan Year:
2023
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
5
Sponsors DBA Name:
FLAH & COMPANY
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
7
Sponsors DBA Name:
FLAH & COMPANY
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors DBA Name:
FLAH & COMPANY
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000005119 FLAH & COMPANY ACTIVE 2017-01-13 2027-12-31 - 7111 FAIRWAY DRIVE STE 303, PALM BEACH GARDENS, FL, 33418
G11000068633 FLAH & COMPANY EXPIRED 2011-07-08 2016-12-31 - 525 OKEECHOBEE BLVD, SUITE 1140, WEST PALM BEACH, FL, 33401
G11000022523 FLAH & COMPANY EXPIRED 2011-03-02 2016-12-31 - 222 LAKEVIEW AVENUE, SUITE 1660, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-04-11 500 S. AUSTRALIAN AVE., SUITE 1010, WEST PALM BEACH, FL 33401 -
AMENDMENT 2020-05-26 - -
CHANGE OF PRINCIPAL ADDRESS 2019-01-28 7111 Fairway Dr., Suite 303, Palm Beach Gardens, FL 33418 -
CHANGE OF MAILING ADDRESS 2019-01-28 7111 Fairway Dr., Suite 303, Palm Beach Gardens, FL 33418 -
REGISTERED AGENT NAME CHANGED 1992-06-02 BRAMS, DANIEL J -
REINSTATEMENT 1987-08-18 - -
INVOLUNTARILY DISSOLVED 1983-11-10 - -

Documents

Name Date
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-04-11
ANNUAL REPORT 2022-03-03
ANNUAL REPORT 2021-03-16
AMENDED ANNUAL REPORT 2020-06-22
Amendment 2020-05-26
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-01-28
ANNUAL REPORT 2018-04-13
ANNUAL REPORT 2017-01-13

USAspending Awards / Financial Assistance

Date:
2020-05-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-13
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
114300.00
Total Face Value Of Loan:
114300.00

Trademarks

Serial Number:
97208369
Mark:
SYNTHETIC ROTH
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2022-01-07
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
SYNTHETIC ROTH

Goods And Services

For:
Estate planning, namely, use of life insurance as a wealth management tool
First Use:
2023-08-17
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
85544314
Mark:
RETURN ON INSURANCE
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2012-02-16
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETURN ON INSURANCE

Goods And Services

For:
Estate planning, namely, use of life insurance as a wealth management tool
First Use:
2012-11-10
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Date Approved:
2020-04-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
114300
Current Approval Amount:
114300
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
115439.87

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Date of last update: 01 Jul 2025

Sources: Florida Department of State