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  5. WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC

WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC

Company Details

Entity Name: WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 03 Dec 2013 (11 years ago)
Document Number: L13000167516
FEI/EIN Number 46-4234571
Address: 6751 Professional Parkway, Suite 104, SARASOTA, FL, 34240, US
Mail Address: 6751 Professional Parkway, Suite 104, Sarasota, FL, 34240, US
ZIP code: 34240
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN 2023 464234571 2024-09-19 WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 9419149145
Plan sponsor’s address 6751 PROFESSIONAL PKWY W STE 104, LAKEWOOD RANCH, FL, 34240
WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN 2022 464234571 2023-09-19 WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 9419149145
Plan sponsor’s address 6751 PROFESSIONAL PKWY W STE 104, LAKEWOOD RANCH, FL, 34240
WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN 2021 464234571 2022-12-16 WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 9419149145
Plan sponsor’s address 6751 PROFESSIONAL PKWY W STE 104, LAKEWOOD RANCH, FL, 34240
WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN 2020 464234571 2021-08-10 WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 9419149145
Plan sponsor’s address 6751 PROFESSIONAL PKWY W STE 104, LAKEWOOD RANCH, FL, 34240
WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN 2019 464234571 2020-08-12 WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 9419149145
Plan sponsor’s address 6751 PROFESSIONAL PKWY W STE 104, LAKEWOOD RANCH, FL, 34240

Plan administrator’s name and address
Administrator’s EIN 464234571
Plan administrator’s name WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC
Plan administrator’s address 6751 PROFESSIONAL PKWY W STE 104, LAKEWOOD RANCH, FL, 34240
Administrator’s telephone number 9419149145

Signature of
Role Plan administrator
Date 2020-08-12
Name of individual signing GREGORY KAISER
Valid signature Filed with authorized/valid electronic signature
WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN 2018 464234571 2019-07-01 WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 9419149145
Plan sponsor’s address 6151 LAKE OSPREY DR STE 300, LAKEWOOD RANCH, FL, 34240

Plan administrator’s name and address
Administrator’s EIN 464234571
Plan administrator’s name WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC
Plan administrator’s address 6151 LAKE OSPREY DR STE 300, LAKEWOOD RANCH, FL, 34240
Administrator’s telephone number 9419149145

Signature of
Role Plan administrator
Date 2019-07-01
Name of individual signing GREGORY KAISER
Valid signature Filed with authorized/valid electronic signature
WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC P/S PLAN 2017 464234571 2018-04-23 WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541110
Sponsor’s telephone number 9419149145
Plan sponsor’s address 6151 LAKE OSPREY DR STE 300, LAKEWOOD RANCH, FL, 34240

Plan administrator’s name and address
Administrator’s EIN 464234571
Plan administrator’s name WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC
Plan administrator’s address 6151 LAKE OSPREY DR STE 300, LAKEWOOD RANCH, FL, 34240
Administrator’s telephone number 9419149145

Signature of
Role Plan administrator
Date 2018-04-23
Name of individual signing GREGORY KAISER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
KAISER GREGORY A Agent 6751 Professional Parkway, Sarasota, FL, 34240

Managing Member

Name Role Address
KAISER GREGORY A Managing Member 6751 Professional Parkway, Sarasota, FL, 34240

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-31 6751 Professional Parkway, Suite 104, SARASOTA, FL 34240 No data
CHANGE OF MAILING ADDRESS 2021-01-31 6751 Professional Parkway, Suite 104, SARASOTA, FL 34240 No data
REGISTERED AGENT ADDRESS CHANGED 2021-01-31 6751 Professional Parkway, Suite 104, Sarasota, FL 34240 No data

Documents

Name Date
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-03-05
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-31
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-02-21
ANNUAL REPORT 2015-01-31

Related by officers

KAISER GREGORY A

TUMALO, LLC AMBASSADOR HOME SERVICES, LLC ACERA TECHNOLOGY, LLC TUMALO SERIES J, LLC SUNSHINE FILMS, INC. WILD GIRLS AT PLAY, INC. SURVIVOR'S INC. SHRINE DESIGN, INC. THE LAW FIRM FOR FAMILY, CHILD & DOMESTIC RELATIONS, P.A. THE LAW OFFICES OF GREGORY A. KAISER & ASSOCIATES, P.A.

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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