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.
Status:	Active
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
Address:	800 N. ORANGE AVE,, ORLANDO, FL, 32801, US
Mail Address:	800 N. ORANGE AVE,, ORLANDO, FL, 32801, US
ZIP code:	32801
City:	Orlando
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

CIK number:

0002033312

Phone:

407-656-2252

EDGAR Link:

View company profile on EDGAR website

Latest Filings

Form type:

13F-HR

File number:

028-24363

Filing date:

2025-08-11

File:

Form type:

N-PX

File number:

028-24363

Filing date:

2025-08-07

File:

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 5500 Series

Employer Identification Number (EIN):

202137916

Plan Year:

2023

Number Of Participants:

21

Sponsors Telephone Number:

4076562252

File:

Plan Year:

2022

Number Of Participants:

17

Sponsors Telephone Number:

4076562252

File:

Plan Year:

2021

Number Of Participants:

16

Sponsors Telephone Number:

4076562252

File:

Plan Year:

2020

Number Of Participants:

13

Sponsors Telephone Number:

4076562252

File:

Plan Year:

2019

Number Of Participants:

10

Sponsors Telephone Number:

4076562252

File:

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

USAspending Awards / Financial Assistance

Date:

2020-04-14

Link:

View on USAspending

Awarding Agency Name:

Small Business Administration

Transaction Description:

TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.

Obligated Amount:

0.00

Face Value Of Loan:

164700.00

Total Face Value Of Loan:

164700.00

Paycheck Protection Program

Jobs Reported:

13

Initial Approval Amount:

$164,700

Date Approved:

2020-04-14

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$164,700

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$165,931.87

Servicing Lender:

Live Oak Banking Company

Use of Proceeds:

Payroll: $164,700

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Date of last update: 02 Aug 2025

Sources: Florida Department of State