Search icon

FREEDOM FINANCIAL PLANNERS LLC - Florida Company Profile

Company Details

Entity Name: FREEDOM FINANCIAL PLANNERS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

FREEDOM FINANCIAL PLANNERS 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: 14 Nov 2022 (2 years ago)
Document Number: L22000485389
FEI/EIN Number 933391788

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

Address: 2025 LAKEWOOD RANCH BLVD, UNIT 102, BRADENTON, FL, 34211, US
Mail Address: 2025 LAKEWOOD RANCH BLVD, UNIT 102, BRADENTON, FL, 34211, US
ZIP code: 34211
County: Manatee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FREEDOM FINANCIAL PLANNERS 401(K) PROFIT SHARING PLAN 2023 921058568 2024-07-19 FREEDOM FINANCIAL PLANNERS 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 523900
Sponsor’s telephone number 7272290012
Plan sponsor’s address 777 S HARBOUR ISLAND BLVD, SUITE 225, TAMPA, FL, 33602

Signature of

Role Plan administrator
Date 2024-07-19
Name of individual signing JOSHUA POTTS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
POTTS JOSHUA Authorized Member 2025 LAKEWOOD RANCH BLVD, BRADENTON, FL, 34211
STEINHOFF CRAIG Agent 1777 MAIN STREET, SARASOTA, FL, 34236

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-07-10 2025 LAKEWOOD RANCH BLVD, UNIT 102, BRADENTON, FL 34211 -
CHANGE OF MAILING ADDRESS 2024-07-10 2025 LAKEWOOD RANCH BLVD, UNIT 102, BRADENTON, FL 34211 -
REGISTERED AGENT NAME CHANGED 2023-02-15 STEINHOFF, CRAIG -
REGISTERED AGENT ADDRESS CHANGED 2023-02-15 1777 MAIN STREET, SUITE 301, SARASOTA, FL 34236 -

Documents

Name Date
ANNUAL REPORT 2025-01-10
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-02-15
Florida Limited Liability 2022-11-14

Date of last update: 03 Apr 2025

Sources: Florida Department of State