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SUMMIT WEALTH PARTNERS, LLC - Florida Company Profile

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Company Details

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.
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: 07 Dec 2015 (10 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

Key Officers & Management

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

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0002033312
Phone:
407-656-2252

Latest Filings

Form type:
13F-HR
File number:
028-24363
Filing date:
2025-05-06
File:
Form type:
13F-HR
File number:
028-24363
Filing date:
2025-01-27
File:
Form type:
13F-HR
File number:
028-24363
Filing date:
2024-10-28
File:
Form type:
N-PX
File number:
028-24363
Filing date:
2024-10-21
File:
Form type:
13F-HR
File number:
028-24363
Filing date:
2024-09-11
File:

Form 5500 Series

Employer Identification Number (EIN):
202137916
Plan Year:
2023
Number Of Participants:
21
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
10
Sponsors Telephone Number:

Fictitious Names

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

Events

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

Documents

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

Paycheck Protection Program

Date Approved:
2020-04-14
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
164700
Current Approval Amount:
164700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
165931.87

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Date of last update: 02 Jun 2025

Sources: Florida Department of State