| Entity Name: | FIDUCIARY PLANNING, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Florida Limited Liability Co.
FIDUCIARY PLANNING, 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: |
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: | 22 Apr 2019 (6 years ago) |
| Last Event: | LC AMENDMENT |
| Event Date Filed: | 14 Jan 2022 (3 years ago) |
| Document Number: | L19000102236 |
| FEI/EIN Number |
83-4504962
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 5569 SHADOW LAWN DRIVE, SARASOTA, FL, 34242, US |
| Mail Address: | 5569 SHADOW LAWN DRIVE, SARASOTA, FL, 34242, US |
| ZIP code: | 34242 |
| County: | Sarasota |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1792851 | 33 SOUTH INDIANA AVENUE, ENGLEWOOD, FL, 34223 | 33 SOUTH INDIANA AVENUE, ENGLEWOOD, FL, 34223 | 610-399-1500 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2024-10-22 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-26
| Form type | N-PX |
| File number | 028-20098 |
| Filing date | 2024-08-26 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-07
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2024-08-07 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-29
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2024-04-29 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-25
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2024-01-25 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-26
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2023-10-26 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-04
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2023-08-04 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-01
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2023-05-01 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-07
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2023-02-07 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-14
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2022-11-14 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-09-30
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2022-09-30 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-11
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2022-05-11 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-08
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2022-02-08 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-09
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2021-11-09 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-06
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2021-08-06 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-24
| Form type | 13F-HR/A |
| File number | 028-20098 |
| Filing date | 2021-05-24 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-05-20
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2021-05-20 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-10
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2021-02-10 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-27
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2020-10-27 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-08-24
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2020-08-24 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-08
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2020-05-08 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-02-14
| Form type | 13F-HR |
| File number | 028-20098 |
| Filing date | 2020-02-14 |
| Reporting date | 2019-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDUCIARY PLANNING, LLC 401(K) PLAN | 2023 | 834504962 | 2024-07-01 | FIDUCIARY PLANNING, LLC | 6 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-07-01 |
| Name of individual signing | THOMAS SCHORN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 6103991500 |
| Plan sponsor’s address | 5569 SHADOW LAWN DRIVE, SARASOTA, FL, 34242 |
Signature of
| Role | Plan administrator |
| Date | 2023-03-06 |
| Name of individual signing | THOMAS SCHORN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-03-06 |
| Name of individual signing | THOMAS SCHORN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| SCHORN THOMAS | Authorized Member | 5569 Shadow Lawn Drive, Siesta Key, FL, 34242 |
| SCHORN THOMAS | Agent | 5569 SHADOW LAWN DRIVE, SARASOTA, FL, 34242 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G24000026273 | SCHORN WEALTH | ACTIVE | 2024-02-17 | 2029-12-31 | - | 5569 SHADOW LAWN DRIVE, SIESTA KEY, FL, 34242 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC NAME CHANGE | 2025-01-10 | SCHORN WEALTH, LLC | - |
| LC AMENDMENT | 2022-01-14 | - | - |
| CHANGE OF PRINCIPAL ADDRESS | 2021-09-27 | 5569 SHADOW LAWN DRIVE, SARASOTA, FL 34242 | - |
| REGISTERED AGENT NAME CHANGED | 2021-09-27 | SCHORN, THOMAS | - |
| CHANGE OF MAILING ADDRESS | 2021-09-27 | 5569 SHADOW LAWN DRIVE, SARASOTA, FL 34242 | - |
| LC AMENDMENT | 2021-09-27 | - | - |
| REGISTERED AGENT ADDRESS CHANGED | 2020-03-13 | 5569 SHADOW LAWN DRIVE, SARASOTA, FL 34242 | - |
| LC AMENDMENT | 2019-05-28 | - | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-03 |
| ANNUAL REPORT | 2024-01-25 |
| ANNUAL REPORT | 2023-01-18 |
| ANNUAL REPORT | 2022-01-27 |
| LC Amendment | 2022-01-14 |
| LC Amendment | 2021-09-27 |
| ANNUAL REPORT | 2021-03-03 |
| ANNUAL REPORT | 2020-03-13 |
| LC Amendment | 2019-05-28 |
| Florida Limited Liability | 2019-04-22 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
