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FWG HOLDINGS, LLC

Company Details

Entity Name: FWG HOLDINGS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 17 Jun 2022 (3 years ago)
Document Number: L22000277942
FEI/EIN Number 88-3068524
Address: 1099 W MORSE BLVD., WINTER PARK, FL 32789
Mail Address: 1099 W MORSE BLVD., WINTER PARK, FL 32789
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1862067 1099 W MORSE BLVD, WINTER PARK, FL, 32789 1099 W MORSE BLVD, WINTER PARK, FL, 32789 407-999-8998

Filings since 2024-11-08

Form type 13F-HR
File number 028-21336
Filing date 2024-11-08
Reporting date 2024-09-30
File View File

Filings since 2024-08-20

Form type N-PX
File number 028-21336
Filing date 2024-08-20
Reporting date 2024-06-30
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Filings since 2024-07-31

Form type 13F-HR
File number 028-21336
Filing date 2024-07-31
Reporting date 2024-06-30
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Filings since 2024-05-13

Form type 13F-HR
File number 028-21336
Filing date 2024-05-13
Reporting date 2024-03-31
File View File

Filings since 2024-01-12

Form type 13F-HR
File number 028-21336
Filing date 2024-01-12
Reporting date 2023-12-31
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Filings since 2023-10-12

Form type 13F-HR
File number 028-21336
Filing date 2023-10-12
Reporting date 2023-09-30
File View File

Filings since 2023-08-10

Form type 13F-HR
File number 028-21336
Filing date 2023-08-10
Reporting date 2023-06-30
File View File

Filings since 2023-05-12

Form type 13F-HR
File number 028-21336
Filing date 2023-05-12
Reporting date 2023-03-31
File View File

Filings since 2023-02-07

Form type 13F-HR
File number 028-21336
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-11-14

Form type 13F-HR
File number 028-21336
Filing date 2022-11-14
Reporting date 2022-09-30
File View File

Filings since 2022-08-15

Form type 13F-HR
File number 028-21336
Filing date 2022-08-15
Reporting date 2022-06-30
File View File

Filings since 2022-05-16

Form type 13F-HR
File number 028-21336
Filing date 2022-05-16
Reporting date 2022-03-31
File View File

Filings since 2022-02-11

Form type 13F-HR
File number 028-21336
Filing date 2022-02-11
Reporting date 2021-12-31
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Filings since 2021-11-04

Form type 13F-HR
File number 028-21336
Filing date 2021-11-04
Reporting date 2021-09-30
File View File

Filings since 2021-08-13

Form type 13F-HR
File number 028-21336
Filing date 2021-08-13
Reporting date 2021-06-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FWG HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 883068524 2024-05-20 FWG HOLDINGS LLC 12
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Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 4079998998
Plan sponsor’s address 1099 W MORSE BLVD, WINTER PARK, FL, 32789

Signature of

Role Plan administrator
Date 2024-05-20
Name of individual signing KAYLA SMITH
Valid signature Filed with authorized/valid electronic signature
FWG HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 883068524 2023-05-18 FWG HOLDINGS LLC 13
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Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 4079998998
Plan sponsor’s address 608 E CENTRAL BLVD, ORLANDO, FL, 32801

Signature of

Role Plan administrator
Date 2023-05-18
Name of individual signing KAYLA SMITH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LEDFORD, JOHN Agent 1099 W MORSE BLVD., WINTER PARK, FL 32789

Manager

Name Role Address
LEDFORD, JOHN Manager 1099 W MORSE BLVD., WINTER PARK, FL 32789
LINQUIST, COLE Manager 1099 W MORSE BLVD., WINTER PARK, FL 32789

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000090877 FORTRESS WEALTH GROUP ACTIVE 2022-08-02 2027-12-31 No data 608 E CENTRAL BLVD, ORLANDO, FL, 32801

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-04-30 1099 W MORSE BLVD., WINTER PARK, FL 32789 No data

Documents

Name Date
ANNUAL REPORT 2024-04-30
ANNUAL REPORT 2023-04-11
Florida Limited Liability 2022-06-17

Date of last update: 12 Jan 2025

Sources: Florida Department of State