Search icon

WOLFF INVESTMENT PLANNING "LLC" - Florida Company Profile

Company claim

Is this your business?

Get access!

Company Details

Entity Name: WOLFF INVESTMENT PLANNING "LLC"
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 24 Jul 2003 (22 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 19 Jan 2007 (19 years ago)
Document Number: L03000027189
FEI/EIN Number 200139709
Address: 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236, US
Mail Address: 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236, US
ZIP code: 34236
City: Sarasota
County: Sarasota
Place of Formation: FLORIDA

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

Form 5500 Series

Employer Identification Number (EIN):
200139709
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
4
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-04-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-19
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-15
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:
89000.00
Total Face Value Of Loan:
89000.00
Date:
2020-04-15
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:
89000.00
Total Face Value Of Loan:
89000.00

Paycheck Protection Program

Jobs Reported:
9
Initial Approval Amount:
$89,000
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$89,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$89,690.05
Servicing Lender:
Live Oak Banking Company
Use of Proceeds:
Payroll: $89,000

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 03 Aug 2025

Sources: Florida Department of State