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PINNACLE WEALTH MANAGEMENT, LLC - Florida Company Profile

Company Details

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

PINNACLE 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: 29 Sep 2010 (14 years ago)
Document Number: L10000101982
FEI/EIN Number 45-1683259

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

Address: 3111 Cordoba Ranch Blvd, Lutz, FL, 33559, US
Mail Address: 3111 Cordoba Ranch Blvd, Lutz, FL, 33559, US
ZIP code: 33559
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PINNACLE WEALTH MANAGEMENT, LLC 401(K) PLAN 2023 451683259 2024-07-22 PINNACLE WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 522293
Sponsor’s telephone number 8133874650
Plan sponsor’s address 20719 STERLINGTON DRIVE, SUITE 104, LAND O LAKES, FL, 34638

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing MICHAEL MCCORD
Valid signature Filed with authorized/valid electronic signature
PINNACLE WEALTH MANAGEMENT, LLC 401(K) PLAN 2022 451683259 2023-10-13 PINNACLE WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 522293
Sponsor’s telephone number 8133874650
Plan sponsor’s address 20719 STERLINGTON DRIVE, SUITE 104, LAND O LAKES, FL, 34638

Signature of

Role Plan administrator
Date 2023-10-13
Name of individual signing MICHAEL MCCORD
Valid signature Filed with authorized/valid electronic signature
PINNACLE WEALTH MANAGEMENT, LLC 401(K) PLAN 2021 451683259 2022-09-17 PINNACLE WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 523900
Sponsor’s telephone number 8133874650
Plan sponsor’s address 20719 STERLINGTON DR STE 104, LAND O LAKES, FL, 34638

Key Officers & Management

Name Role Address
MCCORD MICHAEL C Manager 3111 Cordoba Ranch Blvd, Lutz, FL, 33559
MCCORD MICHAEL C Agent 3111 Cordoba Ranch Blvd, Lutz, FL, 33559

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2016-01-23 3111 Cordoba Ranch Blvd, Lutz, FL 33559 -
CHANGE OF MAILING ADDRESS 2016-01-23 3111 Cordoba Ranch Blvd, Lutz, FL 33559 -
REGISTERED AGENT ADDRESS CHANGED 2016-01-23 3111 Cordoba Ranch Blvd, Lutz, FL 33559 -

Documents

Name Date
ANNUAL REPORT 2024-02-02
ANNUAL REPORT 2023-01-21
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-09
ANNUAL REPORT 2018-02-13
ANNUAL REPORT 2017-01-15
ANNUAL REPORT 2016-01-23
ANNUAL REPORT 2015-01-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5297567110 2020-04-13 0455 PPP 20719 STERLINGTON DR #104, LAND O LAKES, FL, 34638-4317
Loan Status Date 2021-08-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 102120
Loan Approval Amount (current) 102120
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19248
Servicing Lender Name Synovus Bank
Servicing Lender Address 1148 Broadway, COLUMBUS, GA, 31901-2429
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LAND O LAKES, PASCO, FL, 34638-4317
Project Congressional District FL-12
Number of Employees 8
NAICS code 523120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 19248
Originating Lender Name Synovus Bank
Originating Lender Address COLUMBUS, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 103429.37
Forgiveness Paid Date 2021-07-28

Date of last update: 01 Mar 2025

Sources: Florida Department of State