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  5. FAMILY WEALTH PLANNING GROUP, LLC

FAMILY WEALTH PLANNING GROUP, LLC - Florida Company Profile

Company Details

Entity Name: FAMILY WEALTH PLANNING GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

FAMILY WEALTH PLANNING GROUP, 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: 14 Jun 2016 (9 years ago)
Document Number: L16000114582
FEI/EIN Number 30-0943785

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 9115 CORSEA DEL FONTANA WAY, STE. 100, NAPLES, FL, 34109
Mail Address: 9115 CORSEA DEL FONTANA WAY, STE. 100, NAPLES, FL, 34109
ZIP code: 34109
County: Collier
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FWPG CASH BALANCE PLAN 2023 300943785 2024-09-09 FAMILY WEALTH PLANNING GROUP, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2024-09-08
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG 401(K) PS PLAN 2023 300943785 2024-09-06 FAMILY WEALTH PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2024-09-06
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG 401(K) PS PLAN 2022 300943785 2023-06-22 FAMILY WEALTH PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2023-06-21
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG CASH BALANCE PLAN 2022 300943785 2023-06-27 FAMILY WEALTH PLANNING GROUP, LLC 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2023-06-27
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG CASH BALANCE PLAN 2021 300943785 2022-09-22 FAMILY WEALTH PLANNING GROUP, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2022-09-21
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-21
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG 401(K) PS PLAN 2021 300943785 2022-09-22 FAMILY WEALTH PLANNING GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2022-09-21
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-21
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG CASH BALANCE PLAN 2020 300943785 2021-09-24 FAMILY WEALTH PLANNING GROUP, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2021-09-23
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG 401(K) PS PLAN 2020 300943785 2021-09-24 FAMILY WEALTH PLANNING GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Signature of
Role Plan administrator
Date 2021-09-23
Name of individual signing TOM LAMACCHIO
Valid signature Filed with authorized/valid electronic signature
FWPG CASH BALANCE PLAN 2019 300943785 2020-07-23 FAMILY WEALTH PLANNING GROUP, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109
FWPG 401(K) PS PLAN 2019 300943785 2020-07-23 FAMILY WEALTH PLANNING GROUP, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 2393215001
Plan sponsor’s address 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109

Key Officers & Management

Name Role Address
LAMACCHIO THOMAS L Manager 9115 CORSEA DEL FONTANA WAY, STE .100, NAPLES, FL, 34109
Keric Nadia Auth 9115 CORSEA DEL FONTANA WAY, NAPLES, FL, 34109
LAMACCHIO TOM L Agent 9115 CORSEA DEL FONTANA WAY, NAPLES, FL, 34109

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-01-22
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-01-18
ANNUAL REPORT 2019-02-23
ANNUAL REPORT 2018-03-04
ANNUAL REPORT 2017-02-08
Florida Limited Liability 2016-06-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1512787210 2020-04-15 0455 PPP 9115 CORSEA DEL FONTANA WAY STE 100, NAPLES, FL, 34109
Loan Status Date 2021-02-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 161685
Loan Approval Amount (current) 161685
Undisbursed Amount 0
Franchise Name -
Lender Location ID 450956
Servicing Lender Name First Foundation Bank
Servicing Lender Address 18101 Von Karman Ave, Ste 750, IRVINE, CA, 92612-0005
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NAPLES, COLLIER, FL, 34109-0001
Project Congressional District FL-19
Number of Employees 9
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 451106
Originating Lender Name First Foundation Bank
Originating Lender Address NAPLES, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 162852.73
Forgiveness Paid Date 2021-01-07

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Companies related by address

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Date of last update: 01 Apr 2025

Sources: Florida Department of State

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