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  5. PERSONAL PORTFOLIO MANAGEMENT, INC.

PERSONAL PORTFOLIO MANAGEMENT, INC.

Company Details

Entity Name: PERSONAL PORTFOLIO MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 15 Feb 1985 (40 years ago)
Document Number: H43023
FEI/EIN Number 59-2492492
Address: 1405 N. Alt. A1A, Suite 101, Jupiter, FL 33469
Mail Address: 1405 N. Alt A1A, Suite 101, Jupiter, FL 33469
ZIP code: 33469
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2023 592492492 2024-02-19 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 5612506631
Plan sponsor’s address 6820 SE HARBOR CIRCLE, STUART, FL, 34996
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2022 592492492 2023-03-17 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 5612506631
Plan sponsor’s address 6820 SE HARBOR CIRCLE, STUART, FL, 34996
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2021 592492492 2022-08-25 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 5612506631
Plan sponsor’s address 6820 SE HARBOR CIRCLE, STUART, FL, 34996
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2020 592492492 2021-04-26 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 5612506631
Plan sponsor’s address 6820 SE HARBOR CIRCLE, STUART, FL, 34996
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2019 592492492 2020-03-04 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 5612506631
Plan sponsor’s address 1405 N ALT A1A, SUITE 101, JUPITER, FL, 33469
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2018 592492492 2019-03-20 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 7542160910
Plan sponsor’s address 1405 N ALT A1A, SUITE 101, JUPITER, FL, 33469
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2017 592492492 2018-03-09 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 7542160910
Plan sponsor’s address 800 W. CYPRESS CREEK RD., SUITE 340, FORT LAUDERDALE, FL, 33309
PERSONAL PORTFOLIO MANAGEMENT 401(K) PLAN 2016 592492492 2017-03-29 PERSONAL PORTFOLIO MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 523120
Sponsor’s telephone number 7542160910
Plan sponsor’s address 800 W. CYPRESS CREEK RD., SUITE 340, FORT LAUDERDALE, FL, 33309

Agent

Name Role Address
CAMPAGNA, DONALD PRES Agent 1405 N. Alt. A1A, Suite 101, Jupiter, FL 33469

President

Name Role Address
CAMPAGNA, DONALD PRESIDE President 1405 N. Alt. A1A, Suite 101 Jupiter, FL 33469

Director

Name Role Address
CAMPAGNA, DONALD PRESIDE Director 1405 N. Alt. A1A, Suite 101 Jupiter, FL 33469

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-02-13 1405 N. Alt. A1A, Suite 101, Jupiter, FL 33469 No data
CHANGE OF MAILING ADDRESS 2019-02-13 1405 N. Alt. A1A, Suite 101, Jupiter, FL 33469 No data
REGISTERED AGENT ADDRESS CHANGED 2019-02-13 1405 N. Alt. A1A, Suite 101, Jupiter, FL 33469 No data
REGISTERED AGENT NAME CHANGED 2015-02-23 CAMPAGNA, DONALD PRES No data

Documents

Name Date
ANNUAL REPORT 2024-03-02
ANNUAL REPORT 2023-02-28
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-01-21
ANNUAL REPORT 2020-03-23
ANNUAL REPORT 2019-02-13
ANNUAL REPORT 2018-02-20
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-03-08
ANNUAL REPORT 2015-02-23

Related by officers

CAMPAGNA, DONALD PRES

DONALD J. CAMPAGNA, CPA, P.A.

Related by address

No related companies by address

Date of last update: 04 Feb 2025

Sources: Florida Department of State

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