| Entity Name: | HOLISTIC PLANNING SOLUTIONS LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
HOLISTIC PLANNING SOLUTIONS 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. |
| Status: |
Inactive
The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders. |
| Date Filed: | 07 Aug 2018 (7 years ago) |
| Date of dissolution: | 29 Apr 2024 (a year ago) |
| Last Event: | VOLUNTARY DISSOLUTION |
| Event Date Filed: | 29 Apr 2024 (a year ago) |
| Document Number: | L18000189420 |
| FEI/EIN Number |
83-1520910
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 8133 Summerfield St, Ft myers, FL, 33919, US |
| Mail Address: | 8133 Summerfield St, Ft myers, FL, 33919, US |
| ZIP code: | 33919 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| TRAULSEN KURT | Manager | 8133 SUMMEFIELD ST, FORT MYERS, FL, 33919 |
| The Nussbickel Law Firm | Agent | 12500 Brantley Commons Ct, Ft Myers, FL, 33907 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| VOLUNTARY DISSOLUTION | 2024-04-29 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2022-03-10 | 8133 Summerfield St, Ft myers, FL 33919 | - |
| CHANGE OF MAILING ADDRESS | 2022-03-10 | 8133 Summerfield St, Ft myers, FL 33919 | - |
| REGISTERED AGENT NAME CHANGED | 2022-03-10 | The Nussbickel Law Firm | - |
| REGISTERED AGENT ADDRESS CHANGED | 2022-03-10 | 12500 Brantley Commons Ct, Suite 3, Ft Myers, FL 33907 | - |
| Name | Date |
|---|---|
| VOLUNTARY DISSOLUTION | 2024-04-29 |
| ANNUAL REPORT | 2023-04-21 |
| ANNUAL REPORT | 2022-03-10 |
| ANNUAL REPORT | 2021-04-21 |
| ANNUAL REPORT | 2020-01-15 |
| ANNUAL REPORT | 2019-04-09 |
| Florida Limited Liability | 2018-08-07 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 2278118809 | 2021-04-11 | 0455 | PPS | 8401 Henderson Grade, N Ft Myers, FL, 33917-4807 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 3623337108 | 2020-04-11 | 0455 | PPP | 8401 Henderson Grade, NORTH FORT MYERS, FL, 33917-4807 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
