| Entity Name: | SUMMIT WEALTH PARTNERS, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
SUMMIT WEALTH PARTNERS, 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. |
| 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: | 07 Dec 2015 (9 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 24 Apr 2017 (8 years ago) |
| Document Number: | L15000201164 |
| FEI/EIN Number |
202137916
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 800 N. ORANGE AVE,, ORLANDO, FL, 32801, US |
| Mail Address: | 800 N. ORANGE AVE,, ORLANDO, FL, 32801, US |
| ZIP code: | 32801 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 0002033312 | 800 N. ORANGE AVE, SUITE 302, ORLANDO, FL, 32801 | 800 N. ORANGE AVE, SUITE 302, ORLANDO, FL, 32801 | 407-656-2252 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2025-01-27 |
| Reporting date | 2024-12-31 |
| File | View File |
Filings since 2024-10-28
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-10-28 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-10-21
| Form type | N-PX |
| File number | 028-24363 |
| Filing date | 2024-10-21 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2024-09-11
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-11 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2024-09-10
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-10 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2024-09-09
| Form type | 13F-HR |
| File number | 028-24363 |
| Filing date | 2024-09-09 |
| Reporting date | 2019-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUMMIT WEALTH PARTNERS, LLC 401(K) PLAN | 2023 | 202137916 | 2024-10-03 | SUMMIT WEALTH PARTNERS, LLC | 21 | |||||||||||||||||||||||||||||||||
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| SUMMIT WEALTH PARTNERS, LLC 401(K) PLAN | 2022 | 202137916 | 2023-06-27 | SUMMIT WEALTH PARTNERS, LLC | 17 | |||||||||||||||||||||||||||||||||
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| SUMMIT WEALTH PARTNERS, LLC 401(K) PLAN | 2021 | 202137916 | 2022-10-13 | SUMMIT WEALTH PARTNERS, LLC | 16 | |||||||||||||||||||||||||||||||||
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| SUMMIT WEALTH PARTNERS, LLC 401(K) PLAN | 2020 | 202137916 | 2021-07-29 | SUMMIT WEALTH PARTNERS, LLC | 13 | |||||||||||||||||||||||||||||||||
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| SUMMIT WEALTH PARTNERS, LLC 401(K) PLAN | 2019 | 202137916 | 2020-06-25 | SUMMIT WEALTH PARTNERS, LLC | 10 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2020-06-25 |
| Name of individual signing | JASON PRINT |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2020-06-25 |
| Name of individual signing | JASON PRINT |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Print Jason | Managing Member | 999 Vanderbilt Beach Rd., NAPLES, FL, 34108 |
| WARRICK CHAD A | Managing Member | 800 N. ORANGE AVE,, ORLANDO, FL, 32801 |
| PRINT JASON | Agent | 999 Vanderbilt Beach Rd., NAPLES, FL, 34108 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G16000006351 | SUMMIT WEALTH PARTNERS | EXPIRED | 2016-01-17 | 2021-12-31 | - | 800 N MAGNOLIA AVE, #105, ORLANDO, FL, 23803 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2022-03-16 | 999 Vanderbilt Beach Rd., suite 609, NAPLES, FL 34108 | - |
| CHANGE OF PRINCIPAL ADDRESS | 2018-07-17 | 800 N. ORANGE AVE,, SUITE 302, ORLANDO, FL 32801 | - |
| CHANGE OF MAILING ADDRESS | 2018-07-17 | 800 N. ORANGE AVE,, SUITE 302, ORLANDO, FL 32801 | - |
| LC AMENDMENT | 2017-04-24 | - | - |
| REGISTERED AGENT NAME CHANGED | 2017-04-24 | PRINT, JASON | - |
| CONVERSION | 2015-12-07 | - | CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P05000005060. CONVERSION NUMBER 700000156167 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-10 |
| ANNUAL REPORT | 2024-02-20 |
| ANNUAL REPORT | 2023-01-31 |
| ANNUAL REPORT | 2022-03-16 |
| ANNUAL REPORT | 2021-02-19 |
| ANNUAL REPORT | 2020-01-20 |
| ANNUAL REPORT | 2019-04-08 |
| ANNUAL REPORT | 2018-02-13 |
| LC Amendment | 2017-04-24 |
| ANNUAL REPORT | 2017-04-10 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 5920177103 | 2020-04-14 | 0491 | PPP | 800 N Orange Avenue, Suite 302, Orlando, FL, 32801 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 May 2025
Sources: Florida Department of State
