| Entity Name: | INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 15 Jan 2004 (21 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 28 Jan 2004 (21 years ago) |
| Document Number: | L04000005615 |
| FEI/EIN Number | 59-3781369 |
| Address: | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL 34986 |
| Mail Address: | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL 34986 |
| ZIP code: | 34986 |
| County: | St. Lucie |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IWM GROUP 401(K) PLAN | 2023 | 593781369 | 2024-10-14 | INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED | 4 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-10-14 |
| Name of individual signing | DANA BINSBACHAR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7723401200 |
| Plan sponsor’s address | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL, 34986 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-07 |
| Name of individual signing | DANA BINSBACHAR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7723401200 |
| Plan sponsor’s address | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL, 34986 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-24 |
| Name of individual signing | DANA BINSBACHAR |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7723401200 |
| Plan sponsor’s address | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL, 34986 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2019-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7723401200 |
| Plan sponsor’s address | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL, 34986 |
| Name | Role | Address |
|---|---|---|
| BINSBACHAR, HENRY W | Agent | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL 34986 |
| Name | Role | Address |
|---|---|---|
| BINSBACHAR, DANA A | Authorized Member | 540 NW UNIVERSITY BLVD, STE 101, PORT ST. LUCIE, FL 34986 |
| BINSBACHAR, HENRY W | Authorized Member | 540 NW UNIVERSITY BLVD, SUITE 101 PORT ST. LUCIE, FL 34986 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT NAME CHANGED | 2024-01-22 | BINSBACHAR, HENRY W | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2013-02-12 | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL 34986 | No data |
| CHANGE OF MAILING ADDRESS | 2013-02-12 | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL 34986 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2013-02-12 | 540 NW UNIVERSITY BLVD, SUITE 101, PORT ST. LUCIE, FL 34986 | No data |
| NAME CHANGE AMENDMENT | 2004-01-28 | INTEGRATED WEALTH MANAGEMENT GROUP, CHARTERED | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-22 |
| ANNUAL REPORT | 2023-04-28 |
| ANNUAL REPORT | 2022-04-25 |
| ANNUAL REPORT | 2021-01-29 |
| ANNUAL REPORT | 2020-02-07 |
| ANNUAL REPORT | 2019-01-06 |
| ANNUAL REPORT | 2018-03-28 |
| ANNUAL REPORT | 2017-01-24 |
| ANNUAL REPORT | 2016-02-03 |
| ANNUAL REPORT | 2015-04-22 |
Date of last update: 30 Jan 2025
Sources: Florida Department of State
