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  5. TAMPA BAY FINANCIAL PLANNING, LLC

TAMPA BAY FINANCIAL PLANNING, LLC

Company Details

Entity Name: TAMPA BAY FINANCIAL PLANNING, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
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 27-4461433
Address: 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL 33761
Mail Address: 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL 33761
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

Agent

Name Role Address
CLARK, SHELDON, III Agent 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL 33761

Managing Member

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

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2013-01-29 CLARK, SHELDON, III No data
REGISTERED AGENT ADDRESS CHANGED 2013-01-29 2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL 33761 No data
LC NAME CHANGE 2011-02-11 TAMPA BAY FINANCIAL PLANNING, LLC No data

Documents

Name Date
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
ANNUAL REPORT 2015-01-13

Related by officers

CLARK, SHELDON, III

3104 NORTHWOOD OFFICE PARK, LLC

KANE, TOM

MT HANDS ON CONSULTING GROUP, INC. LAKESIDE HOUSE, LLC KANE'S INSULATION COMPANY, INC.

Related by address

2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL 33761

NOVAK ASSET MANAGEMENT, LLC

2531 LANDMARK DRIVE, SUITE 201, CLEARWATER, FL 33761

NOVAK ASSET MANAGEMENT, LLC

Date of last update: 24 Jan 2025

Sources: Florida Department of State

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