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WEST COAST FINANCIAL GROUP, INC. - Florida Company Profile

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Company Details

Entity Name: WEST COAST FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

WEST COAST FINANCIAL GROUP, 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: 14 Jan 1986 (39 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 04 Nov 2016 (9 years ago)
Document Number: H94428
FEI/EIN Number 592608981

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

Address: 16241 N. FLORIDA AVE, LUTZ, FL, 33549, US
Mail Address: 16241 N. FLORIDA AVE, LUTZ, FL, 33549, US
ZIP code: 33549
City: Lutz
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Smith Bret D Chief Executive Officer 16241 N. FLORIDA AVE, LUTZ, FL, 33549
Smith Jesse A Chief Operating Officer 16241 N. FLORIDA AVE, LUTZ, FL, 33549
Graham Matthew Director 16241 N. FLORIDA AVE, LUTZ, FL, 33549
SMITH BRET D Agent 16241 N. FLORIDA AVE, LUTZ, FL, 33549

Form 5500 Series

Employer Identification Number (EIN):
592608981
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
13
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000010968 INDEPENDENT CONSULTING & ADVISOR NETWORK ACTIVE 2020-01-23 2025-12-31 - 16241 N FLORIDA AVE, LUTZ, FL, 33549

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2016-11-04 WEST COAST FINANCIAL GROUP, INC. -
REGISTERED AGENT NAME CHANGED 2011-01-31 SMITH, BRET D -
CHANGE OF PRINCIPAL ADDRESS 2009-03-17 16241 N. FLORIDA AVE, LUTZ, FL 33549 -
CHANGE OF MAILING ADDRESS 2009-03-17 16241 N. FLORIDA AVE, LUTZ, FL 33549 -
REGISTERED AGENT ADDRESS CHANGED 2009-03-17 16241 N. FLORIDA AVE, LUTZ, FL 33549 -

Documents

Name Date
ANNUAL REPORT 2024-02-27
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-02-25
ANNUAL REPORT 2020-02-21
ANNUAL REPORT 2019-01-14
ANNUAL REPORT 2018-01-30
ANNUAL REPORT 2017-01-17
Name Change 2016-11-04
ANNUAL REPORT 2016-02-02

USAspending Awards / Financial Assistance

Date:
2020-05-03
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:
140900.00
Total Face Value Of Loan:
140900.00

Trademarks

Serial Number:
85173182
Mark:
WEST COAST FINANCIAL GROUP PLAN ACHIEVEENJOY A WELL DESERVED RETIREMENT
Status:
REGISTERED AND RENEWED
Mark Type:
SERVICE MARK
Application Filing Date:
2010-11-10
Mark Drawing Type:
Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)
Mark Literal Elements:
WEST COAST FINANCIAL GROUP PLAN ACHIEVEENJOY A WELL DESERVED RETIREMENT

Goods And Services

For:
Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence
First Use:
2010-10-15
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
8
Initial Approval Amount:
$140,900
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$140,900
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$142,270.4
Servicing Lender:
Regions Bank
Use of Proceeds:
Payroll: $140,900

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Date of last update: 03 Jul 2025

Sources: Florida Department of State