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  5. WOLFF INVESTMENT PLANNING "LLC"

WOLFF INVESTMENT PLANNING "LLC" - Florida Company Profile

Company Details

Entity Name: WOLFF INVESTMENT PLANNING "LLC"
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WOLFF INVESTMENT PLANNING "LLC" is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company 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: 24 Jul 2003 (22 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 19 Jan 2007 (18 years ago)
Document Number: L03000027189
FEI/EIN Number 200139709

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236, US
Mail Address: 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236, US
ZIP code: 34236
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WOLFF INVESTMENT PLANNING, LLC DEFINED BENEFIT PLAN 2019 200139709 2020-12-04 WOLFF INVESTMENT PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236
WOLFF INVESTMENT PLANNING, LLC DEFINED BENEFIT PLAN 2019 200139709 2020-06-04 WOLFF INVESTMENT PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236
WOLFF INVESTMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN 2019 200139709 2020-06-04 WOLFF INVESTMENT PLANNING, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236
WOLFF INVESTMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN 2019 200139709 2020-12-04 WOLFF INVESTMENT PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236
WOLFF INVESTMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN 2018 200139709 2019-10-01 WOLFF INVESTMENT PLANNING, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL ST, SUITE 1, SARASOTA, FL, 34236

Signature of
Role Plan administrator
Date 2019-10-01
Name of individual signing MARC WOLFF
Valid signature Filed with authorized/valid electronic signature
WOLFF INVESTMENT PLANNING, LLC DEFINED BENEFIT PLAN 2018 200139709 2019-10-01 WOLFF INVESTMENT PLANNING, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL ST, SUITE 1, SARASOTA, FL, 34236

Signature of
Role Plan administrator
Date 2019-10-01
Name of individual signing MARC WOLFF
Valid signature Filed with authorized/valid electronic signature
WOLFF INVESTMENT PLANNING, LLC DEFINED BENEFIT PLAN 2017 200139709 2018-10-10 WOLFF INVESTMENT PLANNING, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL ST, SUITE 1, SARASOTA, FL, 34236

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing MARC WOLFF
Valid signature Filed with authorized/valid electronic signature
WOLFF INVESTMENT PLANNING, LLC 401(K) PROFIT SHARING PLAN 2017 200139709 2018-10-10 WOLFF INVESTMENT PLANNING, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9413080041
Plan sponsor’s address 1943 MORRILL ST, SUITE 1, SARASOTA, FL, 34236

Signature of
Role Plan administrator
Date 2018-10-10
Name of individual signing MARC WOLFF
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Wolff Marc S Manager 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236
WOLFF MARC S Agent 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2013-03-28 1943 MORRILL STREET, SUITE 1, SARASOTA, FL 34236 -
CHANGE OF MAILING ADDRESS 2013-03-28 1943 MORRILL STREET, SUITE 1, SARASOTA, FL 34236 -
REGISTERED AGENT ADDRESS CHANGED 2013-03-28 1943 MORRILL STREET, SUITE 1, SARASOTA, FL 34236 -
REGISTERED AGENT NAME CHANGED 2012-01-17 WOLFF, MARC S -
LC NAME CHANGE 2007-01-19 WOLFF INVESTMENT PLANNING "LLC" -

Documents

Name Date
ANNUAL REPORT 2024-03-13
ANNUAL REPORT 2023-03-24
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-31
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-04-11
ANNUAL REPORT 2018-03-04
ANNUAL REPORT 2017-02-14
ANNUAL REPORT 2016-03-01
ANNUAL REPORT 2015-03-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1294287203 2020-04-15 0455 PPP 1943 Morrill St, Sarasota, FL, 34236
Loan Status Date 2021-02-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 89000
Loan Approval Amount (current) 89000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Sarasota, SARASOTA, FL, 34236-0001
Project Congressional District FL-17
Number of Employees 9
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 89690.05
Forgiveness Paid Date 2021-01-28

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Companies related by address

1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236, US

SOUTHERN TRUST FINANCIAL PLANNING, INC.

1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236, US

SOUTHERN TRUST FINANCIAL PLANNING, INC.

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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