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  5. WEST COAST FINANCIAL GROUP, INC.

WEST COAST FINANCIAL GROUP, INC. - Florida Company Profile

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 (8 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
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEST COAST FINANCIAL GROUP, INC. 401(K) PLAN 2021 592608981 2022-07-11 WEST COAST FINANCIAL GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 111100
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N FLORIDA AVE, LUTZ, FL, 335496130

Signature of
Role Plan administrator
Date 2022-07-11
Name of individual signing JESSE SMITH
Valid signature Filed with authorized/valid electronic signature
WEST COAST FINANCIAL GROUP, INC. 2020 592608981 2021-06-30 WEST COAST FINANCIAL GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N FLORIDA AVE, LUTZ, FL, 335496130

Signature of
Role Plan administrator
Date 2021-06-30
Name of individual signing JESSE SMITH
Valid signature Filed with authorized/valid electronic signature
WEST COAST FINANCIAL GROUP, INC. 401(K) PLAN 2019 592608981 2020-07-20 WEST COAST FINANCIAL GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2020-07-20
Name of individual signing JESSE SMITH
Valid signature Filed with authorized/valid electronic signature
WEST COAST FINANCIAL GROUP, INC. 401(K) PLAN 2018 592608981 2019-06-10 WEST COAST FINANCIAL GROUP, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2019-06-10
Name of individual signing JESSE SMITH
Valid signature Filed with authorized/valid electronic signature
WEST COAST FINANCIAL GROUP, INC. 2017 592608981 2018-05-07 WEST COAST FINANCIAL GROUP, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549
WEST COAST FINANCIAL GROUP, INC. 2016 592608981 2017-05-03 WEST COAST FINANCIAL GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549
WEST COAST FINANCIAL GROUP, INC. 2015 592608981 2016-05-26 WEST COAST FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549
WEST COAST FINANCIAL GROUP, INC. 2014 592608981 2015-09-03 WEST COAST FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2015-09-03
Name of individual signing BRET SMITH
Valid signature Filed with authorized/valid electronic signature
WEST COAST FINANCIAL GROUP, INC. 2013 592608981 2014-07-16 WEST COAST FINANCIAL GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2014-07-16
Name of individual signing BRET SMITH
Valid signature Filed with authorized/valid electronic signature
WEST COAST FINANCIAL GROUP, INC. 2012 592608981 2013-07-11 WEST COAST FINANCIAL GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 8132697100
Plan sponsor’s address 16241 N. FLORIDA AVE., LUTZ, FL, 33549

Signature of
Role Plan administrator
Date 2013-07-11
Name of individual signing BRET SMITH
Valid signature Filed with authorized/valid electronic signature

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

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9571637708 2020-05-01 0455 PPP 16241 N Florida Ave, Lutz, FL, 33549
Loan Status Date 2021-05-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 140900
Loan Approval Amount (current) 140900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lutz, HILLSBOROUGH, FL, 33549-0005
Project Congressional District FL-15
Number of Employees 8
NAICS code 524298
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 142270.4
Forgiveness Paid Date 2021-04-27

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Companies related by address

16241 N. FLORIDA AVE, LUTZ, FL, 33549, US

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16241 N. FLORIDA AVE, LUTZ, FL, 33549, US

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Date of last update: 03 Apr 2025

Sources: Florida Department of State

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