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  5. GLOBAL WEALTH RETIREMENT PLANNING, LLC

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.
Status: Active
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
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
City: Fort Lauderdale
County: Broward
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
- Manager -
CONNESS C. GRANT Agent 1301 E BROWARD BLVD, FT. LAUDERDALE, FL, 33306
- Manager -

Form 5500 Series

Employer Identification Number (EIN):
452042362
Plan Year:
2024
Number Of Participants:
23
Sponsors Telephone Number:
9545337144
File:
View File
Plan Year:
2023
Number Of Participants:
30
Sponsors Telephone Number:
9545337144
File:
View File
Plan Year:
2022
Number Of Participants:
23
Sponsors Telephone Number:
9545337144
File:
View File
Plan Year:
2021
Number Of Participants:
27
Sponsors Telephone Number:
9545337144
File:
View File

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G25000089652 GLOBAL WEALTH MANAGEMENT ACTIVE 2025-07-18 2030-12-31 - 1301 EAST BROWARD BLVD, SUITE 200, FORT LAUDERDALE, FL, 33301
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
Link:
View on USAspending
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
Link:
View on USAspending
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:
2020-08-03
Link:
View on USAspending
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
Link:
View on USAspending
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
Date:
2020-04-27
Link:
View on USAspending
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

Jobs Reported:
16
Initial Approval Amount:
$283,976
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$283,976
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$286,154.45
Servicing Lender:
United Community Bank
Use of Proceeds:
Payroll: $283,976
Jobs Reported:
13
Initial Approval Amount:
$283,900
Date Approved:
2021-02-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$283,900
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$286,622.33
Servicing Lender:
United Community Bank
Use of Proceeds:
Payroll: $283,898
Utilities: $1

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Date of last update: 02 Aug 2025

Sources: Florida Department of State

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