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  5. KLEINFIELD WEALTH GROUP, LLC

KLEINFIELD WEALTH GROUP, LLC

Company Details

Entity Name: KLEINFIELD WEALTH GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 29 Jul 2014 (11 years ago)
Last Event: CONVERSION
Event Date Filed: 29 Jul 2014 (11 years ago)
Document Number: L14000119752
FEI/EIN Number 47-1267355
Address: 9726 COMMERCE CENTER COURT, SUITE 2, FORT MYERS, FL 33908
Mail Address: 9726 COMMERCE CENTER COURT, SUITE 2, FORT MYERS, FL 33908
ZIP code: 33908
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 471267355 2024-04-18 KLEINFIELD WEALTH GROUP LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2024-04-18
Name of individual signing MARIE SOMERS
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 471267355 2023-03-29 KLEINFIELD WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2023-03-29
Name of individual signing MARIE SOMERS
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 471267355 2022-03-30 KLEINFIELD WEALTH GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2022-03-30
Name of individual signing MARIE SOMERS
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 471267355 2021-04-01 KLEINFIELD WEALTH GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2021-04-01
Name of individual signing CARY KLEINFIELD
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 471267355 2020-05-07 KLEINFIELD WEALTH GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2020-05-07
Name of individual signing CARY KLEINFIELD
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 471267355 2019-03-15 KLEINFIELD WEALTH GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2019-03-15
Name of individual signing A2537502
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP, LLC 401 K PROFIT SHARING PLAN TRUST 2017 471267355 2018-03-12 KLEINFIELD WEALTH GROUP LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2018-03-12
Name of individual signing MARIE SOMERS
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP, LLC 401 K PROFIT SHARING PLAN TRUST 2016 471267355 2017-06-09 KLEINFIELD WEALTH GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2017-06-09
Name of individual signing MARIE SOMERS
Valid signature Filed with authorized/valid electronic signature
KLEINFIELD WEALTH GROUP, LLC 401 K PROFIT SHARING PLAN TRUST 2015 471267355 2016-06-08 KLEINFIELD WEALTH GROUP LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 541990
Sponsor’s telephone number 2393225020
Plan sponsor’s address 9726 COMMERCE CENTER CRT, FORT MYERS, FL, 33908

Signature of
Role Plan administrator
Date 2016-06-08
Name of individual signing CARY R. KLEINFIELD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
GSK REGISTERED AGENTS, INC. Agent

Manager

Name Role Address
KLEINFIELD, CARY Manager 9726 COMMERCE CENTER COURT, SUITE 2, FORT MYERS, FL 33908

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000069888 KLEINFIELD WEALTH GROUP ACTIVE 2019-06-21 2029-12-31 No data 9726 COMMERCE CENTER COURT, SUITE 2, FORT MYERS, FL, 33908

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-02-11 GSK REGISTERED AGENTS, INC. No data
CONVERSION 2014-07-29 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P14000057552. CONVERSION NUMBER 900000142629

Documents

Name Date
ANNUAL REPORT 2025-01-30
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-02-07
ANNUAL REPORT 2021-01-28
ANNUAL REPORT 2020-01-31
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-03-02
ANNUAL REPORT 2017-02-02
ANNUAL REPORT 2016-02-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2560547305 2020-04-29 0455 PPP 9726 COMMERCE CENTER CT STE 2, FORT MYERS, FL, 33908
Loan Status Date 2021-07-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 30827.7
Loan Approval Amount (current) 30827.7
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT MYERS, LEE, FL, 33908-0800
Project Congressional District FL-19
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 31167.66
Forgiveness Paid Date 2021-06-09

Related by officers

KLEINFIELD, CARY

KLEINFIELD WEALTH GROUP, INC..

Related by address

No related companies by address

Date of last update: 20 Feb 2025

Sources: Florida Department of State

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