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  5. IRON HORSE WEALTH STRATEGIES, LLC

IRON HORSE WEALTH STRATEGIES, LLC - Florida Company Profile

Company Details

Entity Name: IRON HORSE WEALTH STRATEGIES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

IRON HORSE 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: 26 Aug 2015 (10 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 18 Oct 2016 (9 years ago)
Document Number: L15000146075
FEI/EIN Number 47-4886263

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 3000 LANGLEY AVE, STE 200, PENSACOLA, FL, 32504
Mail Address: 3000 LANGLEY AVE, STE 200, PENSACOLA, FL, 32504
ZIP code: 32504
County: Escambia
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2023 474886263 2024-07-03 IRON HORSE WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2024-07-03
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2022 474886263 2023-06-01 IRON HORSE WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2023-06-01
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2021 474886263 2022-07-18 IRON HORSE WEALTH STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2020 474886263 2021-04-19 IRON HORSE WEALTH STRATEGIES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2021-04-19
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2019 474886263 2020-05-06 IRON HORSE WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2020-05-06
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2018 474886263 2019-05-09 IRON HORSE WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2019-05-09
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2017 474886263 2018-10-08 IRON HORSE WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2018-10-08
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature
IRON HORSE WEALTH STRATEGIES 401(K) PLAN 2016 474886263 2017-10-02 IRON HORSE WEALTH STRATEGIES, LLC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 8503614978
Plan sponsor’s address 3000 LANGLEY AVENUE, SUITE 200, PENSACOLA, FL, 32504

Signature of
Role Plan administrator
Date 2017-10-02
Name of individual signing FREDERICK A. LAMBERT, II
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
LAMBERT FREDERICK AII Manager 3000 LANGLEY AVE, PENSACOLA, FL, 32504
LAMBERT FREDERICK AII Agent 3000 LANGLEY AVE, PENSACOLA, FL, 32504

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2017-03-31 3000 LANGLEY AVE, STE 200, PENSACOLA, FL 32504 -
REINSTATEMENT 2016-10-18 - -
REGISTERED AGENT NAME CHANGED 2016-10-18 LAMBERT, FREDERICK A, II -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2016-09-23 - -

Documents

Name Date
ANNUAL REPORT 2024-02-27
ANNUAL REPORT 2023-03-03
ANNUAL REPORT 2022-03-02
ANNUAL REPORT 2021-03-23
ANNUAL REPORT 2020-02-10
ANNUAL REPORT 2019-03-06
ANNUAL REPORT 2018-03-13
ANNUAL REPORT 2017-03-31
REINSTATEMENT 2016-10-18
Florida Limited Liability 2015-08-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6777217005 2020-04-07 0491 PPP 3000 LANGLEY AVE Suite 200, PENSACOLA, FL, 32504-4700
Loan Status Date 2021-02-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 28400
Loan Approval Amount (current) 28400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120708
Servicing Lender Name The First Bank
Servicing Lender Address 6480 Hwy 98, West, HATTIESBURG, MS, 39402
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PENSACOLA, ESCAMBIA, FL, 32504-4700
Project Congressional District FL-01
Number of Employees 2
NAICS code 523920
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 120708
Originating Lender Name The First Bank
Originating Lender Address HATTIESBURG, MS
Gender Male Owned
Veteran Veteran
Forgiveness Amount 28595.64
Forgiveness Paid Date 2020-12-22

Companies related by officers

LAMBERT FREDERICK AII

LANGLEY SQUARE, INC. - Active
Domestic Non-Profit (1984 )

Companies related by address

No other companies in our directory share the same address as IRON HORSE WEALTH STRATEGIES, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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