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  5. WEST COAST FINANCIAL GROUP, INC.

WEST COAST FINANCIAL GROUP, INC.

Company Details

Entity Name: WEST COAST FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 14 Jan 1986 (39 years ago)
Document Number: H94428
FEI/EIN Number 592608981
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

Agent

Name Role Address
SMITH BRET D Agent 16241 N. FLORIDA AVE, LUTZ, FL, 33549

Chief Executive Officer

Name Role Address
Smith Bret D Chief Executive Officer 16241 N. FLORIDA AVE, LUTZ, FL, 33549

Chief Operating Officer

Name Role Address
Smith Jesse A Chief Operating Officer 16241 N. FLORIDA AVE, LUTZ, FL, 33549

Director

Name Role Address
Graham Matthew Director 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 No data 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. No data

Related by officers

Smith Jesse A

EQUISTAR CAPITAL GROUP, LLC

Graham Matthew

GRAHAM PROPERTY SERVICES, LLC EQUISTAR CAPITAL GROUP, LLC

SMITH BRET D

LOST HAMMOCK OUTPOST, LLC ONE MAS TIME, LLC SECURE AMERICA FIRST, LLC ROOTER DRAIN SERVICES LLC APEXX PLUMBING LLC EQUISTAR CAPITAL GROUP, LLC TAMPA BAY ADVENTURE OUTFITTERS, LLC

Related by address

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

EQUISTAR CAPITAL GROUP, LLC

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

EQUISTAR CAPITAL GROUP, LLC

Date of last update: 03 Feb 2025

Sources: Florida Department of State

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