| Entity Name: | GOODRICH WEALTH PLANNING, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Co. |
| Status: | Active |
| Date Filed: | 15 Feb 2018 (7 years ago) |
| Last Event: | REINSTATEMENT |
| Event Date Filed: | 12 Dec 2022 (2 years ago) |
| Document Number: | L18000042208 |
| FEI/EIN Number | 82-4502090 |
| Address: | 100 SECOND AVE S, 704S, ST PETERSBURG, FL, 33701 |
| Mail Address: | 100 2ND AVE S, 704S, ST PETERSBURG, FL, 33701 |
| ZIP code: | 33701 |
| County: | Pinellas |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GOODRICH WEALTH PLANNING 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 824502090 | 2024-05-05 | GOODRICH WEALTH PLANNING | 5 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2024-05-05 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7278978761 |
| Plan sponsor’s address | 100 2ND AVENUE S., SUITE 704S, SAINT PETERSBURG, FL, 33701 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2023-04-07 |
| Name of individual signing | ERISA FIDUCIARY SERVICES |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 7278978761 |
| Plan sponsor’s address | 100 2ND AVENUE S., SUITE 704S, SAINT PETERSBURG, FL, 33701 |
Plan administrator’s name and address
| Administrator’s EIN | 471637791 |
| Plan administrator’s name | ERISA FIDUCIARY SERVICES, INC. |
| Plan administrator’s address | 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788 |
| Administrator’s telephone number | 6312490500 |
Signature of
| Role | Plan administrator |
| Date | 2022-04-18 |
| Name of individual signing | SEAN GOODRICH |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Goodrich Sean | Agent | 1126 45th Avenue N., ST PETERSBURG, FL, 33703 |
| Name | Role | Address |
|---|---|---|
| GOODRICH SEAN | Manager | 1126 45th Avenue N, ST PETERSBURG, FL, 33703 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2025-02-01 | 100 SECOND AVE S, 704S, ST PETERSBURG, FL 33701 | No data |
| REINSTATEMENT | 2022-12-12 | No data | No data |
| REGISTERED AGENT NAME CHANGED | 2022-12-12 | Goodrich, Sean | No data |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2022-09-23 | No data | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2020-04-13 | 1126 45th Avenue N., ST PETERSBURG, FL 33703 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-03-06 |
| ANNUAL REPORT | 2023-04-09 |
| REINSTATEMENT | 2022-12-12 |
| ANNUAL REPORT | 2021-04-27 |
| ANNUAL REPORT | 2020-04-13 |
| ANNUAL REPORT | 2019-03-05 |
| Florida Limited Liability | 2018-02-15 |
Date of last update: 02 Feb 2025
Sources: Florida Department of State
