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PARAGON WEALTH STRATEGIES, LLC

Company Details

Entity Name: PARAGON WEALTH STRATEGIES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 28 Aug 2008 (16 years ago)
Last Event: CORPORATE MERGER
Event Date Filed: 22 Feb 2021 (4 years ago)
Document Number: L08000082234
FEI/EIN Number 030540297
Address: 10245 Centurion Pkwy N.,, Jacksonville, FL, 32256, US
Mail Address: 10245 Centurion Pkwy N.,, Jacksonville, FL, 32256, US
ZIP code: 32256
County: Duval
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1680638 10245 CENTURION PARKWAY NORTH SUITE 106, JACKSONVILLE, FL, 32256 10245 CENTURION PARKWAY NORTH SUITE 106, JACKSONVILLE, FL, 32256 9048610093

Filings since 2024-01-03

Form type 13F-HR
File number 028-17608
Filing date 2024-01-03
Reporting date 2023-12-31
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Filings since 2023-10-16

Form type 13F-HR
File number 028-17608
Filing date 2023-10-16
Reporting date 2023-09-30
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Filings since 2023-07-27

Form type 13F-HR
File number 028-17608
Filing date 2023-07-27
Reporting date 2023-06-30
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Filings since 2023-04-26

Form type 13F-HR
File number 028-17608
Filing date 2023-04-26
Reporting date 2023-03-31
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Filings since 2023-01-30

Form type 13F-HR
File number 028-17608
Filing date 2023-01-30
Reporting date 2022-12-31
File View File

Filings since 2022-11-03

Form type 13F-HR
File number 028-17608
Filing date 2022-11-03
Reporting date 2022-09-30
File View File

Filings since 2022-07-11

Form type 13F-HR
File number 028-17608
Filing date 2022-07-11
Reporting date 2022-06-30
File View File

Filings since 2022-04-22

Form type 13F-HR
File number 028-17608
Filing date 2022-04-22
Reporting date 2022-03-31
File View File

Filings since 2022-01-20

Form type 13F-HR
File number 028-17608
Filing date 2022-01-20
Reporting date 2021-12-31
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Filings since 2021-10-29

Form type 13F-HR
File number 028-17608
Filing date 2021-10-29
Reporting date 2021-09-30
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Filings since 2021-07-12

Form type 13F-HR
File number 028-17608
Filing date 2021-07-12
Reporting date 2021-06-30
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Filings since 2021-04-08

Form type 13F-HR
File number 028-17608
Filing date 2021-04-08
Reporting date 2021-03-31
File View File

Filings since 2021-01-26

Form type 13F-HR
File number 028-17608
Filing date 2021-01-26
Reporting date 2020-12-31
File View File

Filings since 2020-10-26

Form type 13F-HR
File number 028-17608
Filing date 2020-10-26
Reporting date 2020-09-30
File View File

Filings since 2020-07-24

Form type 13F-HR
File number 028-17608
Filing date 2020-07-24
Reporting date 2020-06-30
File View File

Filings since 2020-04-24

Form type 13F-HR
File number 028-17608
Filing date 2020-04-24
Reporting date 2020-03-31
File View File

Filings since 2020-01-27

Form type 13F-HR
File number 028-17608
Filing date 2020-01-27
Reporting date 2019-12-31
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Filings since 2019-10-30

Form type 13F-HR
File number 028-17608
Filing date 2019-10-30
Reporting date 2019-09-30
File View File

Filings since 2019-07-17

Form type 13F-HR
File number 028-17608
Filing date 2019-07-17
Reporting date 2019-06-30
File View File

Filings since 2019-04-17

Form type 13F-HR
File number 028-17608
Filing date 2019-04-17
Reporting date 2019-03-31
File View File

Filings since 2019-01-15

Form type 13F-HR
File number 028-17608
Filing date 2019-01-15
Reporting date 2018-12-31
File View File

Filings since 2018-10-16

Form type 13F-HR
File number 028-17608
Filing date 2018-10-16
Reporting date 2018-09-30
File View File

Filings since 2018-07-24

Form type 13F-HR
File number 028-17608
Filing date 2018-07-24
Reporting date 2018-06-30
File View File

Filings since 2018-04-24

Form type 13F-HR
File number 028-17608
Filing date 2018-04-24
Reporting date 2018-03-31
File View File

Filings since 2018-01-29

Form type 13F-HR
File number 028-17608
Filing date 2018-01-29
Reporting date 2017-12-31
File View File

Filings since 2017-10-11

Form type 13F-HR
File number 028-17608
Filing date 2017-10-11
Reporting date 2017-09-30
File View File

Filings since 2017-08-01

Form type 13F-HR
File number 028-17608
Filing date 2017-08-01
Reporting date 2017-06-30
File View File

Filings since 2017-04-28

Form type 13F-HR
File number 028-17608
Filing date 2017-04-28
Reporting date 2017-03-31
File View File

Filings since 2017-01-30

Form type 13F-HR
File number 028-17608
Filing date 2017-01-30
Reporting date 2016-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2023 030540297 2024-04-25 PARAGON WEALTH STRATEGIES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N, SUITE 106, JACKSONVILLE, FL, 32256

Signature of

Role Plan administrator
Date 2024-04-25
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2023 030540297 2024-11-05 PARAGON WEALTH STRATEGIES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N, SUITE 106, JACKSONVILLE, FL, 32256

Signature of

Role Plan administrator
Date 2024-11-05
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2022 030540297 2023-05-04 PARAGON WEALTH STRATEGIES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N, SUITE 106, JACKSONVILLE, FL, 32256

Signature of

Role Plan administrator
Date 2023-05-04
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-04
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2021 030540297 2022-05-16 PARAGON WEALTH STRATEGIES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N, SUITE 106, JACKSONVILLE, FL, 32256

Signature of

Role Plan administrator
Date 2022-05-16
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2020 030540297 2021-07-26 PARAGON WEALTH STRATEGIES LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256

Plan administrator’s name and address

Administrator’s EIN 030540297
Plan administrator’s name PARAGON WEALTH STRATEGIES LLC
Plan administrator’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9048610093

Signature of

Role Plan administrator
Date 2021-07-26
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2019 030540297 2020-04-22 PARAGON WEALTH STRATEGIES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256

Plan administrator’s name and address

Administrator’s EIN 030540297
Plan administrator’s name PARAGON WEALTH STRATEGIES LLC
Plan administrator’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9048610093

Signature of

Role Plan administrator
Date 2020-04-22
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2018 030540297 2019-04-05 PARAGON WEALTH STRATEGIES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256

Plan administrator’s name and address

Administrator’s EIN 030540297
Plan administrator’s name PARAGON WEALTH STRATEGIES LLC
Plan administrator’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9048610093

Signature of

Role Plan administrator
Date 2019-04-05
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2017 030540297 2018-02-27 PARAGON WEALTH STRATEGIES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256

Plan administrator’s name and address

Administrator’s EIN 030540297
Plan administrator’s name PARAGON WEALTH STRATEGIES LLC
Plan administrator’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9048610093

Signature of

Role Plan administrator
Date 2018-02-27
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2016 030540297 2017-05-11 PARAGON WEALTH STRATEGIES LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256

Plan administrator’s name and address

Administrator’s EIN 030540297
Plan administrator’s name PARAGON WEALTH STRATEGIES LLC
Plan administrator’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9048610093

Signature of

Role Plan administrator
Date 2017-05-11
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature
PARAGON WEALTH STRATEGIES LLC 401(K) P/S PLAN 2015 030540297 2016-04-14 PARAGON WEALTH STRATEGIES LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523900
Sponsor’s telephone number 9048610093
Plan sponsor’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256

Plan administrator’s name and address

Administrator’s EIN 030540297
Plan administrator’s name PARAGON WEALTH STRATEGIES LLC
Plan administrator’s address 10245 CENTURION PKWY N STE 106, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9048610093

Signature of

Role Plan administrator
Date 2016-04-14
Name of individual signing MICHELLE ASH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ASH MICHELLE L Agent 10245 CENTURION PKWY N, JACKSONVILLE, FL, 32256

Manager

Name Role Address
CASTLE JONATHAN Manager 10245 Centurion Pkwy N.,, Jacksonville, FL, 32256
ASH MICHELLE Manager 10245 Centurion Pkwy N.,, Jacksonville, FL, 32256

Events

Event Type Filed Date Value Description
MERGER 2021-02-22 No data CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 700000210747
REGISTERED AGENT ADDRESS CHANGED 2014-03-17 10245 CENTURION PKWY N, STE 106, JACKSONVILLE, FL 32256 No data
CHANGE OF PRINCIPAL ADDRESS 2013-11-14 10245 Centurion Pkwy N.,, Ste 106, Jacksonville, FL 32256 No data
CHANGE OF MAILING ADDRESS 2013-11-14 10245 Centurion Pkwy N.,, Ste 106, Jacksonville, FL 32256 No data
REGISTERED AGENT NAME CHANGED 2009-04-09 ASH, MICHELLE L No data
CONVERSION 2008-08-18 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P04000065145. CONVERSION NUMBER 900000090269

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-02-03
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-26
Merger 2021-02-22
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-03-03
ANNUAL REPORT 2018-02-08
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-02-22

Date of last update: 02 Feb 2025

Sources: Florida Department of State