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  5. LAWRENCE FINANCIAL PLANNING, LLC

LAWRENCE FINANCIAL PLANNING, LLC - Florida Company Profile

Company Details

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

LAWRENCE FINANCIAL 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 21 Feb 2008 (17 years ago)
Date of dissolution: 08 Apr 2024 (a year ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 08 Apr 2024 (a year ago)
Document Number: L08000019052
FEI/EIN Number 261931441

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 8565 W. Linebaugh Avenue, Tampa, FL, 33625, US
Mail Address: 8565 W. Linebaugh Avenue, Tampa, FL, 33625, US
ZIP code: 33625
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2023 261931441 2024-04-25 LAWRENCE FINANCIAL PLANNING LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 8565 W LINEBAUGH AVENUE, TAMPA, FL, 33625

Signature of
Role Plan administrator
Date 2024-04-25
Name of individual signing PLAN SPONSOR
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2022 261931441 2023-06-28 LAWRENCE FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 8565 W LINEBAUGH AVENUE, TAMPA, FL, 33625

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing JULIE LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2021 261931441 2022-07-06 LAWRENCE FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 8565 W LINEBAUGH AVENUE, SUITE 100, TAMPA, FL, 33625

Signature of
Role Plan administrator
Date 2022-07-06
Name of individual signing JULIE W. LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2020 261931441 2021-06-29 LAWRENCE FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 8565 W LINEBAUGH AVENUE, SUITE 100, TAMPA, FL, 33625

Signature of
Role Plan administrator
Date 2021-06-29
Name of individual signing JULIE LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2019 261931441 2020-07-31 LAWRENCE FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 8565 W LINEBAUGH AVENUE, SUITE 100, TAMPA, FL, 33625

Signature of
Role Plan administrator
Date 2020-07-31
Name of individual signing JULIE W. LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2018 261931441 2019-06-26 LAWRENCE FINANCIAL PLANNING LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 8565 W LINEBAUGH AVENUE, SUITE 100, TAMPA, FL, 33625

Signature of
Role Plan administrator
Date 2019-06-26
Name of individual signing JULIE W LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2017 261931441 2018-07-16 LAWRENCE FINANCIAL PLANNING LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 8565 W LINEBAUGH AVENUE, SUITE 100, TAMPA, FL, 33625

Signature of
Role Plan administrator
Date 2018-07-16
Name of individual signing JULIE W. LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2016 261931441 2017-07-26 LAWRENCE FINANCIAL PLANNING LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 1527 N DALE MABRY HIGHWAY, SUITE 100, LUTZ, FL, 33548

Signature of
Role Plan administrator
Date 2017-07-26
Name of individual signing LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2015 261931441 2016-07-05 LAWRENCE FINANCIAL PLANNING LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 1527 N DALE MABRY HIGHWAY, SUITE 100, LUTZ, FL, 33548

Signature of
Role Plan administrator
Date 2016-07-05
Name of individual signing JULIE LAWRENCE
Valid signature Filed with authorized/valid electronic signature
LAWRENCE FINANCIAL PLANNING LLC RETIREMENT TRUST 2014 261931441 2015-06-18 LAWRENCE FINANCIAL PLANNING LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541600
Sponsor’s telephone number 8139614930
Plan sponsor’s address 1527 N DALE MABRY HIGHWAY, SUITE 100, LUTZ, FL, 33548

Signature of
Role Plan administrator
Date 2015-06-18
Name of individual signing JULIE LAWRENCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-18
Name of individual signing JULIE LAWRENCE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
lawrence julie W President 7427 Seagull Way, Tampa, FL, 33635
LAWRENCE JULIE W Agent 7417 Seagull Way, Tampa, FL, 33635

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G08091900225 LAWRENCE FINANCIAL PLANNING EXPIRED 2008-03-30 2013-12-31 - 4912 PENNSBURY DRIVE, TAMPA, FL, 33624

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2024-04-08 - -
REGISTERED AGENT ADDRESS CHANGED 2020-05-27 7417 Seagull Way, Tampa, FL 33635 -
CHANGE OF PRINCIPAL ADDRESS 2016-01-28 8565 W. Linebaugh Avenue, Tampa, FL 33625 -
CHANGE OF MAILING ADDRESS 2016-01-28 8565 W. Linebaugh Avenue, Tampa, FL 33625 -
REGISTERED AGENT NAME CHANGED 2009-03-31 LAWRENCE, JULIE W -

Documents

Name Date
VOLUNTARY DISSOLUTION 2024-04-08
ANNUAL REPORT 2023-01-16
ANNUAL REPORT 2022-03-12
AMENDED ANNUAL REPORT 2021-12-20
ANNUAL REPORT 2021-02-01
AMENDED ANNUAL REPORT 2020-05-27
ANNUAL REPORT 2020-03-26
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-03
AMENDED ANNUAL REPORT 2017-04-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5856647107 2020-04-14 0455 PPP 8565 W. Linebaugh Ave., TAMPA, FL, 33625-3731
Loan Status Date 2020-11-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 60300
Loan Approval Amount (current) 60300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 57811
Servicing Lender Name First Financial Bank
Servicing Lender Address 255 E Fifth St Ste 700, CINCINNATI, OH, 45202-4700
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address TAMPA, HILLSBOROUGH, FL, 33625-3731
Project Congressional District FL-14
Number of Employees 5
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 57811
Originating Lender Name First Financial Bank
Originating Lender Address CINCINNATI, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 60592.41
Forgiveness Paid Date 2020-10-22

Companies related by officers

No other companies in our directory share the same officers as LAWRENCE FINANCIAL PLANNING, LLC

Companies related by address

No other companies in our directory share the same address as LAWRENCE FINANCIAL PLANNING, LLC

Date of last update: 01 May 2025

Sources: Florida Department of State

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