| 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. |
| 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 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GLOBAL WEALTH RETIREMENT PLANNING, LLC 401(K) PLAN & TRUST | 2023 | 452042362 | 2024-04-16 | GLOBAL WEALTH RETIREMENT PLANNING, LLC | 30 | |||||||||||||||||||||||
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| GLOBAL WEALTH RETIREMENT PLANNING, LLC 401(K) PLAN & TRUST | 2022 | 452042362 | 2023-07-10 | GLOBAL WEALTH RETIREMENT PLANNING, LLC | 23 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2023-07-10 |
| Name of individual signing | MARK O'FFILL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2014-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9545337144 |
| Plan sponsor’s address | 2810 EAST OAKLAND PARK BLVD,STE 101, FORT LAUDERDALE, FL, 33306 |
Signature of
| Role | Plan administrator |
| Date | 2022-06-16 |
| Name of individual signing | MARK O'FFILL |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| COSTA CAPITAL, INC. | Manager | - |
| CONNESS C. GRANT | Agent | 1301 E BROWARD BLVD, FT. LAUDERDALE, FL, 33306 |
| GC HOLDINGS, LLC | Manager | - |
| 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 |
| 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 | - | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4333287200 | 2020-04-27 | 0455 | PPP | 2810 E. Oakland Park Blvd, Suite 101, FORT LAUDERDALE, FL, 33306-1801 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7242268406 | 2021-02-11 | 0455 | PPS | 2810 E Oakland Park Blvd, Fort Lauderdale, FL, 33306-1801 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
