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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Company Details

Entity Name: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 11 Oct 2007 (17 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 15 Apr 2010 (15 years ago)
Document Number: L07000103285
FEI/EIN Number 261622283
Address: 203 Hillcrest St, Orlando, FL, 32801, US
Mail Address: 203 Hillcrest St, Orlando, FL, 32801, US
ZIP code: 32801
County: Orange
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1802494 203 HILLCREST STREET, ORLANDO, FL, 32801 203 HILLCREST STREET, ORLANDO, FL, 32801 407-695-7100

Filings since 2024-11-08

Form type 13F-HR
File number 028-19783
Filing date 2024-11-08
Reporting date 2024-09-30
File View File

Filings since 2024-08-21

Form type N-PX
File number 028-19783
Filing date 2024-08-21
Reporting date 2024-06-30
File View File

Filings since 2024-08-08

Form type 13F-HR
File number 028-19783
Filing date 2024-08-08
Reporting date 2024-06-30
File View File

Filings since 2024-05-13

Form type 13F-HR
File number 028-19783
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

Filings since 2024-02-05

Form type 13F-HR
File number 028-19783
Filing date 2024-02-05
Reporting date 2023-12-31
File View File

Filings since 2023-11-08

Form type 13F-HR
File number 028-19783
Filing date 2023-11-08
Reporting date 2023-09-30
File View File

Filings since 2023-08-11

Form type 13F-HR
File number 028-19783
Filing date 2023-08-11
Reporting date 2023-06-30
File View File

Filings since 2023-05-04

Form type 13F-HR
File number 028-19783
Filing date 2023-05-04
Reporting date 2023-03-31
File View File

Filings since 2023-01-19

Form type 13F-HR
File number 028-19783
Filing date 2023-01-19
Reporting date 2022-12-31
File View File

Filings since 2022-11-01

Form type 13F-HR
File number 028-19783
Filing date 2022-11-01
Reporting date 2022-09-30
File View File

Filings since 2022-08-01

Form type 13F-HR
File number 028-19783
Filing date 2022-08-01
Reporting date 2022-06-30
File View File

Filings since 2022-05-10

Form type 13F-HR
File number 028-19783
Filing date 2022-05-10
Reporting date 2022-03-31
File View File

Filings since 2022-02-02

Form type 13F-HR
File number 028-19783
Filing date 2022-02-02
Reporting date 2021-12-31
File View File

Filings since 2021-11-08

Form type 13F-HR
File number 028-19783
Filing date 2021-11-08
Reporting date 2021-09-30
File View File

Filings since 2021-07-28

Form type 13F-HR
File number 028-19783
Filing date 2021-07-28
Reporting date 2021-06-30
File View File

Filings since 2021-05-06

Form type 13F-HR
File number 028-19783
Filing date 2021-05-06
Reporting date 2021-03-31
File View File

Filings since 2021-01-27

Form type 13F-HR
File number 028-19783
Filing date 2021-01-27
Reporting date 2020-12-31
File View File

Filings since 2020-10-26

Form type 13F-HR
File number 028-19783
Filing date 2020-10-26
Reporting date 2020-09-30
File View File

Filings since 2020-07-24

Form type 13F-HR
File number 028-19783
Filing date 2020-07-24
Reporting date 2020-06-30
File View File

Filings since 2020-04-15

Form type 13F-HR
File number 028-19783
Filing date 2020-04-15
Reporting date 2020-03-31
File View File

Filings since 2020-02-07

Form type 13F-HR
File number 028-19783
Filing date 2020-02-07
Reporting date 2019-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN 2021 261622283 2022-09-28 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 4076957100
Plan sponsor’s address 203 HILLCREST STREET, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing DIANNE WEBB
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN 2020 261622283 2021-04-08 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 4076957100
Plan sponsor’s address 203 HILLCREST STREET, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2021-04-08
Name of individual signing DIANNE WEBB
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN 2019 261622283 2020-04-23 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 4076957100
Plan sponsor’s address 203 HILLCREST STREET, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2020-04-23
Name of individual signing DIANNE WEBB
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN 2018 261622283 2019-03-04 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 4076957100
Plan sponsor’s address 921 N. PENNSYLVANIA AVENUE, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2019-03-04
Name of individual signing DIANNE WEBB
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN 2017 261622283 2018-04-09 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 6
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 4076957100
Plan sponsor’s address 921 N. PENNSYLVANIA AVENUE, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2018-04-09
Name of individual signing DIANNE WEBB
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN 2017 261622283 2018-04-15 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 4076957100
Plan sponsor’s address 921 N. PENNSYLVANIA AVENUE, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2018-04-15
Name of individual signing DIANNE WEBB
Valid signature Filed with authorized/valid electronic signature
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN 2016 261622283 2017-04-04 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 4076957100
Plan sponsor’s address 921 N. PENNSYLVANIA AVENUE, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2017-04-04
Name of individual signing DIANNE WEBB
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Webb John A Agent 203 Hillcrest St, Orlando, FL, 32801

Manager

Name Role Address
WEBB DIANNE M Manager 203 Hillcrest St, Orlando, FL, 32801
Webb John A Manager 203 Hillcrest St, Orlando, FL, 32801

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2020-01-29 203 Hillcrest St, Orlando, FL 32801 No data
REGISTERED AGENT NAME CHANGED 2020-01-29 Webb, John A No data
REGISTERED AGENT ADDRESS CHANGED 2020-01-29 203 Hillcrest St, Orlando, FL 32801 No data
CHANGE OF PRINCIPAL ADDRESS 2020-01-29 203 Hillcrest St, Orlando, FL 32801 No data
CANCEL ADM DISS/REV 2010-04-15 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 No data No data
LC AMENDED AND RESTATED ARTICLES 2007-12-28 No data No data
MERGER 2007-12-28 No data CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 500000072115
LC NAME CHANGE 2007-10-18 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC No data

Documents

Name Date
ANNUAL REPORT 2024-03-14
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-01-29
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-03-17
ANNUAL REPORT 2015-01-08

Date of last update: 02 Feb 2025

Sources: Florida Department of State