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  5. TAMPA BAY FINANCIAL PLANNING, LLC

TAMPA BAY FINANCIAL PLANNING, LLC - Florida Company Profile

Company Details

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

TAMPA BAY 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: 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: 05 Jan 2011 (14 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 11 Feb 2011 (14 years ago)
Document Number: L11000002044
FEI/EIN Number 274461433

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL, 33761, US
Mail Address: 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL, 33761, US
ZIP code: 33761
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAMPA BAY FINANCIAL PLANNING LLC 401K PSP 2023 274461433 2024-06-12 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR, STE. 201, CLEARWATER, FL, 33761

Signature of
Role Plan administrator
Date 2024-06-12
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-12
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2022 274461433 2023-02-27 TAMPA BAY FINANCIAL PLANNING, LLC 5
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2023-02-27
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2022 274461433 2023-05-01 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2023-05-01
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2021 274461433 2022-05-17 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2022-05-17
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2020 274461433 2021-05-17 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2021-05-17
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2019 274461433 2020-03-19 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2020-03-19
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2018 274461433 2019-06-04 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2017 274461433 2018-04-16 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2018-04-16
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2016 274461433 2017-06-05 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2017-06-05
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature
TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN 2015 274461433 2016-06-06 TAMPA BAY FINANCIAL PLANNING, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 7277386101
Plan sponsor’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761

Plan administrator’s name and address
Administrator’s EIN 274461433
Plan administrator’s name TAMPA BAY FINANCIAL PLANNING, LLC
Plan administrator’s address 2531 LANDMARK DR., STE. 201, CLEARWATER, FL, 33761
Administrator’s telephone number 7277386101

Signature of
Role Plan administrator
Date 2016-06-06
Name of individual signing SHELDON CLARK
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
KANE TOM Managing Member 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL, 33761
CLARK SHELDON I Managing Member 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL, 33761
CLARK SHELDON III Agent 2531 LANDMARK DRIVE, CLEARWATER, FL, 33761

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2013-01-29 CLARK, SHELDON, III -
REGISTERED AGENT ADDRESS CHANGED 2013-01-29 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL 33761 -
LC NAME CHANGE 2011-02-11 TAMPA BAY FINANCIAL PLANNING, LLC -

Documents

Name Date
ANNUAL REPORT 2025-02-21
ANNUAL REPORT 2024-01-28
ANNUAL REPORT 2023-02-07
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-01-29
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-01-25
ANNUAL REPORT 2017-01-27
ANNUAL REPORT 2016-02-03

Companies related by officers

KANE TOM

LAKESIDE HOUSE, LLC - Inactive
Florida Limited Liability Co. (2013 - 2017)
MT HANDS ON CONSULTING GROUP, INC. - Inactive
Domestic Profit (2008 - 2010)

CLARK SHELDON III

3104 NORTHWOOD OFFICE PARK, LLC - Active
Florida Limited Liability Co. (2007 )
3104 NORTHWOOD OFFICE PARK, LLC - Active
Florida Limited Liability Co. (2007 )

Companies related by address

2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL, 33761, US

NOVAK ASSET MANAGEMENT, LLC

2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL, 33761, US

NOVAK ASSET MANAGEMENT, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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