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GLOBAL WEALTH RETIREMENT PLANNING, LLC - Florida Company Profile

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Company Details

Entity Name: GLOBAL WEALTH RETIREMENT PLANNING, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

GLOBAL WEALTH RETIREMENT 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: 18 Apr 2011 (14 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 25 May 2017 (8 years ago)
Document Number: L11000050436
FEI/EIN Number 452042362

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

Address: 1301 E BROWARD BLVD, FORT LAUDERDALE, FL, 33301, US
Mail Address: 1301 E BROWARD BLVD, SUITE 101, FORT LAUDERDALE, FL, 33301, US
ZIP code: 33301
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
COSTA CAPITAL, INC. Manager -
CONNESS C. GRANT Agent 1301 E BROWARD BLVD, FT. LAUDERDALE, FL, 33306
GC HOLDINGS, LLC Manager -

Form 5500 Series

Employer Identification Number (EIN):
452042362
Plan Year:
2023
Number Of Participants:
30
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
23
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
27
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000020466 GLOBAL WEALTH MANAGEMENT EXPIRED 2018-02-07 2023-12-31 - 2810 E OAKLAND PARK BLVD, SUITE 101, FORT LAUDERDALE, FL, 33306

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-11 1301 E BROWARD BLVD, Suite 200, FORT LAUDERDALE, FL 33301 -
CHANGE OF MAILING ADDRESS 2024-04-11 1301 E BROWARD BLVD, Suite 200, FORT LAUDERDALE, FL 33301 -
REGISTERED AGENT ADDRESS CHANGED 2024-04-11 1301 E BROWARD BLVD, STE 200, FT. LAUDERDALE, FL 33306 -
LC AMENDMENT AND NAME CHANGE 2017-05-25 GLOBAL WEALTH RETIREMENT PLANNING, LLC -
LC AMENDMENT 2015-12-16 - -
LC AMENDMENT 2014-08-25 - -

Documents

Name Date
ANNUAL REPORT 2025-02-18
ANNUAL REPORT 2024-04-11
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-09
ANNUAL REPORT 2020-03-04
ANNUAL REPORT 2019-01-31
ANNUAL REPORT 2018-01-12
LC Amendment and Name Change 2017-05-25
ANNUAL REPORT 2017-01-09

USAspending Awards / Financial Assistance

Date:
2021-02-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
283900.00
Total Face Value Of Loan:
283900.00
Date:
2020-08-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-04-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
283976.00
Total Face Value Of Loan:
283976.00

Paycheck Protection Program

Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
283976
Current Approval Amount:
283976
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
286154.45
Date Approved:
2021-02-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
283900
Current Approval Amount:
283900
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
286622.33

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Date of last update: 02 Jul 2025

Sources: Florida Department of State