Search icon

PALMER PLANELLS WEALTH GROUP, LLC - Florida Company Profile

Company Details

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

PALMER PLANELLS WEALTH 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: 30 Jun 2016 (9 years ago)
Document Number: L16000125774
FEI/EIN Number 81-3114110

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 601 N NEW YORK AVE, 102, WINTER PARK, FL, 32789
Mail Address: 601 N NEW YORK AVE, 102, WINTER PARK, FL, 32789
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
PLANELLS JAIME Managing Member 601 N NEW YORK AVE, WINTER PARK, FL, 32789
PLANELLS JULIE P Managing Member 601 N NEW YORK AVE, WINTER PARK, FL, 32789
PLANELLS JAIME Agent 601 N NEW YORK AVE, WINTER PARK, FL, 32789

Documents

Name Date
ANNUAL REPORT 2025-01-28
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-28
ANNUAL REPORT 2022-01-20
ANNUAL REPORT 2021-01-18
ANNUAL REPORT 2020-02-14
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-01-27
ANNUAL REPORT 2017-01-11
Florida Limited Liability 2016-06-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1486227310 2020-04-28 0491 PPP 601 N NEW YORK AVE, Winter Park, FL, 32829-3103
Loan Status Date 2020-11-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833.33
Loan Approval Amount (current) 20833.33
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94528
Servicing Lender Name Fairwinds CU
Servicing Lender Address 135 W Central Blvd, ORLANDO, FL, 32801-2430
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Winter Park, ORANGE, FL, 32829-7200
Project Congressional District FL-10
Number of Employees 3
NAICS code 523930
Borrower Race Asian
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 17526
Originating Lender Name Fairwinds Credit Union
Originating Lender Address Oviedo, FL
Gender Female Owned
Veteran Unanswered
Forgiveness Amount 20934.36
Forgiveness Paid Date 2020-11-02
1383438307 2021-01-17 0491 PPS 601 N New York Ave Ste 102, Winter Park, FL, 32789-3103
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20833.33
Loan Approval Amount (current) 20833.33
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94528
Servicing Lender Name Fairwinds CU
Servicing Lender Address 135 W Central Blvd, ORLANDO, FL, 32801-2430
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Winter Park, ORANGE, FL, 32789-3103
Project Congressional District FL-10
Number of Employees 3
NAICS code 523930
Borrower Race Asian
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 17526
Originating Lender Name Fairwinds Credit Union
Originating Lender Address Oviedo, FL
Gender Female Owned
Veteran Unanswered
Forgiveness Amount 20957.76
Forgiveness Paid Date 2021-08-30

Date of last update: 02 May 2025

Sources: Florida Department of State