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  5. INVESTPRO WEALTH STRATEGIES LLC

INVESTPRO WEALTH STRATEGIES LLC

Company Details

Entity Name: INVESTPRO WEALTH STRATEGIES LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 08 Jun 2015 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 24 Aug 2015 (9 years ago)
Document Number: L15000100152
FEI/EIN Number 47-4804280
Address: 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL, 33647, US
Mail Address: 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL, 33647, US
ZIP code: 33647
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN 2023 474804280 2024-09-19 INVESTPRO WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647
INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN 2023 474804280 2024-06-27 INVESTPRO WEALTH STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647

Signature of
Role Plan administrator
Date 2024-06-27
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-27
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN 2022 474804280 2023-10-02 INVESTPRO WEALTH STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647
INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN 2022 474804280 2023-06-07 INVESTPRO WEALTH STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647

Signature of
Role Plan administrator
Date 2023-06-07
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-07
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN 2021 474804280 2022-10-01 INVESTPRO WEALTH STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647
INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN 2021 474804280 2022-08-01 INVESTPRO WEALTH STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647

Signature of
Role Plan administrator
Date 2022-08-01
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-08-01
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN 2020 474804280 2021-08-03 INVESTPRO WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647

Signature of
Role Plan administrator
Date 2021-08-03
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-03
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN 2020 474804280 2021-10-13 INVESTPRO WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647
INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN 2019 474804280 2020-09-18 INVESTPRO WEALTH STRATEGIES, LLC 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647
INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN 2019 474804280 2020-07-21 INVESTPRO WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 524210
Sponsor’s telephone number 8139776400
Plan sponsor’s address 5383 PRIMROSE LAKE CIRCLE SUITE B, TAMPA, FL, 33647

Signature of
Role Plan administrator
Date 2020-07-21
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-21
Name of individual signing BIJAN MOHSENI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MOHSENI BIJAN Agent 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL, 33647

Manager

Name Role Address
MOHSENI BIJAN Manager 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL, 33647

Events

Event Type Filed Date Value Description
LC AMENDMENT 2015-08-24 No data No data
CHANGE OF PRINCIPAL ADDRESS 2015-08-24 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL 33647 No data
CHANGE OF MAILING ADDRESS 2015-08-24 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL 33647 No data
REGISTERED AGENT NAME CHANGED 2015-08-24 MOHSENI, BIJAN No data
REGISTERED AGENT ADDRESS CHANGED 2015-08-24 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL 33647 No data

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-02-02
ANNUAL REPORT 2022-02-09
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-04-22
ANNUAL REPORT 2018-02-15
ANNUAL REPORT 2017-01-16
ANNUAL REPORT 2016-03-11
LC Amendment 2015-08-24

Related by officers

MOHSENI BIJAN

PARAMOUNT WEALTH MANAGEMENT LLC. INDRIO LAKE GARDENS, LLC

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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