| Entity Name: | SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 26 Mar 2008 (17 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 07 Dec 2010 (14 years ago) |
| Document Number: | L08000030804 |
| FEI/EIN Number | 262399768 |
| Address: | 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US |
| Mail Address: | 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US |
| ZIP code: | 32940 |
| County: | Brevard |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC RETIREMENT TRUST | 2023 | 262399768 | 2024-07-29 | SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC | 3 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-29 |
| Name of individual signing | PLAN SPONSOR |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| LEONARD JEFFREY M | Agent | 2955 Pineda Plaza Way, MELBOURNE, FL, 32940 |
| Name | Role | Address |
|---|---|---|
| LEONARD JEFFREY M | Managing Member | 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940 |
| LEONARD JULIE G | Managing Member | 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G09000182392 | LEONARD FINANCIAL GROUP | EXPIRED | 2009-12-08 | 2024-12-31 | No data | 2955 PINEDA PLAZA WAY, SUITE 126, MELBOURNE, FL, 32940 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2022-02-03 | 2955 Pineda Plaza Way, Suite 126, MELBOURNE, FL 32940 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2016-02-09 | 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL 32940 | No data |
| CHANGE OF MAILING ADDRESS | 2016-02-09 | 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL 32940 | No data |
| LC AMENDMENT | 2010-12-07 | No data | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-02-02 |
| ANNUAL REPORT | 2023-01-23 |
| ANNUAL REPORT | 2022-02-03 |
| ANNUAL REPORT | 2021-03-04 |
| ANNUAL REPORT | 2020-02-11 |
| ANNUAL REPORT | 2019-01-29 |
| ANNUAL REPORT | 2018-01-12 |
| ANNUAL REPORT | 2017-03-14 |
| ANNUAL REPORT | 2016-02-09 |
| ANNUAL REPORT | 2015-02-10 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
