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  5. LIGHTHOUSE WEALTH MANAGEMENT, LLC

LIGHTHOUSE WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: LIGHTHOUSE WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

LIGHTHOUSE WEALTH MANAGEMENT, 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: 12 Nov 2008 (16 years ago)
Document Number: L08000105097
FEI/EIN Number 263697704

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2205 McGregor Blvd, FORT MYERS, FL, 33901, US
Mail Address: 2205 McGregor Blvd, FORT MYERS, FL, 33901, US
ZIP code: 33901
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIGHTHOUSE WEALTH MANAGEMENT L 401 K PROFIT SHARING PLAN TRUST 2016 263697704 2017-07-14 LIGHTHOUSE WEALTH MANAGEMENT, 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 339075335

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing CALEB A LOWMAN
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE WEALTH MANAGEMENT L 401 K PROFIT SHARING PLAN TRUST 2015 263697704 2016-12-02 LIGHTHOUSE WEALTH MANAGEMENT, 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 339075335

Signature of
Role Plan administrator
Date 2016-12-02
Name of individual signing CALEB LOWMAN
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE WEALTH MANAGEMENT L 401 K PROFIT SHARING PLAN TRUST 2014 263697704 2015-07-16 LIGHTHOUSE WEALTH MANAGEMENT, 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 339075335

Signature of
Role Plan administrator
Date 2015-07-16
Name of individual signing CALEB A LOWMAN
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE WEALTH MANAGEMENT L 401 K PROFIT SHARING PLAN TRUST 2013 263697704 2014-07-23 LIGHTHOUSE WEALTH MANAGEMENT, 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 339075335

Signature of
Role Plan administrator
Date 2014-07-23
Name of individual signing CALEB A. LOWMAN
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE WEALTH MANAGEMENT L 401 K PROFIT SHARING PLAN TRUST 2012 263697704 2013-07-08 LIGHTHOUSE WEALTH MANAGEMENT, 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 339075335

Signature of
Role Plan administrator
Date 2013-07-08
Name of individual signing LIGHTHOUSE WEALTH MANAGEMENT,
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE WEALTH MANAGEMENT L 401 K PROFIT SHARING PLAN TRUST 2011 263697704 2012-07-27 LIGHTHOUSE WEALTH MANAGEMENT, 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 339075335

Plan administrator’s name and address
Administrator’s EIN 263697704
Plan administrator’s name LIGHTHOUSE WEALTH MANAGEMENT,
Plan administrator’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 339075335
Administrator’s telephone number 2393447575

Signature of
Role Plan administrator
Date 2012-07-27
Name of individual signing LIGHTHOUSE WEALTH MANAGEMENT,
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE WEALTH MANAGEMENT L 401 K PROFIT SHARING PLAN TRUST 2010 263697704 2011-08-01 LIGHTHOUSE WEALTH MANAGEMENT, 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 33907

Plan administrator’s name and address
Administrator’s EIN 263697704
Plan administrator’s name LIGHTHOUSE WEALTH MANAGEMENT,
Plan administrator’s address 12800 UNIVERSITY DR STE 430, FORT MYERS, FL, 33907
Administrator’s telephone number 2393447575

Signature of
Role Plan administrator
Date 2011-08-01
Name of individual signing LIGHTHOUSE WEALTH MANAGEMENT,
Valid signature Filed with authorized/valid electronic signature
LIGHTHOUSE WEALTH MANAGEMENT, 2009 263697704 2010-07-20 LIGHTHOUSE WEALTH MANAGEMENT, 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 523900
Sponsor’s telephone number 2393447575
Plan sponsor’s address 12800 UNIVERSITY DRIVE, SUITE 430, FORT MYERS, FL, 33907

Plan administrator’s name and address
Administrator’s EIN 263697704
Plan administrator’s name LIGHTHOUSE WEALTH MANAGEMENT,
Plan administrator’s address 12800 UNIVERSITY DRIVE, SUITE 430, FORT MYERS, FL, 33907
Administrator’s telephone number 2393447575

Signature of
Role Plan administrator
Date 2010-07-20
Name of individual signing LIGHTHOUSE WEALTH MANAGEMENT,
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
LOWMAN CALEB Managing Member 2205 McGregor Blvd, FORT MYERS, FL, 33901
Lowman Tara J Auth 2205 McGregor Blvd, FORT MYERS, FL, 33901
LOWMAN CALEB A Agent 2205 McGregor Blvd, FORT MYERS, FL, 33901

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2019-02-07 2205 McGregor Blvd, FORT MYERS, FL 33901 -
CHANGE OF PRINCIPAL ADDRESS 2018-03-28 2205 McGregor Blvd, FORT MYERS, FL 33901 -
CHANGE OF MAILING ADDRESS 2018-03-28 2205 McGregor Blvd, FORT MYERS, FL 33901 -
REGISTERED AGENT NAME CHANGED 2011-01-04 LOWMAN, CALEB A -

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-03-09
ANNUAL REPORT 2021-03-04
ANNUAL REPORT 2020-03-03
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-03-28
ANNUAL REPORT 2017-03-17
ANNUAL REPORT 2016-04-29
ANNUAL REPORT 2015-03-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3926107705 2020-05-01 0455 PPP 2205 MCGREGOR BLVD, FORT MYERS, FL, 33901
Loan Status Date 2021-05-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 59660
Loan Approval Amount (current) 59660
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT MYERS, LEE, FL, 33901-0200
Project Congressional District FL-19
Number of Employees 5
NAICS code 561110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 60233.72
Forgiveness Paid Date 2021-04-23

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Date of last update: 02 Mar 2025

Sources: Florida Department of State

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