Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Hillsborough
    4. ›
  4. 33647
    5. ›
  5. INVESTPRO WEALTH STRATEGIES LLC

INVESTPRO WEALTH STRATEGIES LLC - Florida Company Profile

Company Details

Entity Name: INVESTPRO WEALTH STRATEGIES LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

INVESTPRO WEALTH STRATEGIES 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.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act
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: 08 Jun 2015 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 24 Aug 2015 (10 years ago)
Document Number: L15000100152
FEI/EIN Number 47-4804280

Federal Employer Identification (FEI) Number assigned by the IRS.
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 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 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 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

Key Officers & Management

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

Events

Event Type Filed Date Value Description
LC AMENDMENT 2015-08-24 - -
CHANGE OF PRINCIPAL ADDRESS 2015-08-24 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL 33647 -
CHANGE OF MAILING ADDRESS 2015-08-24 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL 33647 -
REGISTERED AGENT NAME CHANGED 2015-08-24 MOHSENI, BIJAN -
REGISTERED AGENT ADDRESS CHANGED 2015-08-24 5383 PRIMROSE LAKE CIRCLE STE B, TAMPA, FL 33647 -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5062487704 2020-05-01 0455 PPP 5383 PRIMROSE LAKE CIR STE B, TAMPA, FL, 33647-3520
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 113247
Loan Approval Amount (current) 113247
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address TAMPA, HILLSBOROUGH, FL, 33647-3520
Project Congressional District FL-15
Number of Employees 5
NAICS code 561499
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 114205.72
Forgiveness Paid Date 2021-03-10

Companies related by officers

MOHSENI BIJAN

PARAMOUNT WEALTH MANAGEMENT LLC. - Inactive
Florida Limited Liability Co. (2012 - 2014)
PARAMOUNT WEALTH MANAGEMENT LLC. - Inactive
Florida Limited Liability Co. (2012 - 2014)
INDRIO LAKE GARDENS, LLC - Active
Florida Limited Liability Co. (2004 )

Companies related by address

No other companies in our directory share the same address as INVESTPRO WEALTH STRATEGIES LLC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated