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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC - Florida Company Profile

Company Details

Entity Name: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

STONEBRIDGE FINANCIAL PLANNING GROUP, 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: 11 Oct 2007 (18 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 15 Apr 2010 (15 years ago)
Document Number: L07000103285
FEI/EIN Number 261622283

Federal Employer Identification (FEI) Number assigned by the IRS.

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
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Filings since 2024-08-21

Form type N-PX
File number 028-19783
Filing date 2024-08-21
Reporting date 2024-06-30
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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
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Filings since 2024-02-05

Form type 13F-HR
File number 028-19783
Filing date 2024-02-05
Reporting date 2023-12-31
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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
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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
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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
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Filings since 2021-01-27

Form type 13F-HR
File number 028-19783
Filing date 2021-01-27
Reporting date 2020-12-31
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Filings since 2020-10-26

Form type 13F-HR
File number 028-19783
Filing date 2020-10-26
Reporting date 2020-09-30
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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
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Filings since 2020-02-07

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

Key Officers & Management

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

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2025-02-05 Johnston, Christine E -
CHANGE OF PRINCIPAL ADDRESS 2020-01-29 203 Hillcrest St, Orlando, FL 32801 -
CHANGE OF MAILING ADDRESS 2020-01-29 203 Hillcrest St, Orlando, FL 32801 -
REGISTERED AGENT NAME CHANGED 2020-01-29 Webb, John A -
REGISTERED AGENT ADDRESS CHANGED 2020-01-29 203 Hillcrest St, Orlando, FL 32801 -
CANCEL ADM DISS/REV 2010-04-15 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2009-09-25 - -
MERGER 2007-12-28 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 500000072115
LC AMENDED AND RESTATED ARTICLES 2007-12-28 - -
LC NAME CHANGE 2007-10-18 STONEBRIDGE FINANCIAL PLANNING GROUP, LLC -

Documents

Name Date
ANNUAL REPORT 2025-02-05
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

Date of last update: 02 Apr 2025

Sources: Florida Department of State