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  5. INSURANCE PLANNING SERVICES, LLC

INSURANCE PLANNING SERVICES, LLC

Company Details

Entity Name: INSURANCE PLANNING SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 26 Oct 2023 (a year ago)
Last Event: CONVERSION
Event Date Filed: 26 Oct 2023 (a year ago)
Document Number: L24000008408
FEI/EIN Number 13-4347888
Address: 3030 FERNWOOD DR, BOYNTON BEACH, FL 33435
Mail Address: 3030 FERNWOOD DR, BOYNTON BEACH, FL 33435
ZIP code: 33435
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSURANCE PLANNING SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2023 650428452 2024-06-12 INSURANCE PLANNING SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 9545980752
Plan sponsor’s address 8551 W SUNRISE BLVD - STE 106, PLANTATION, FL, 33322

Signature of
Role Plan administrator
Date 2024-06-12
Name of individual signing WILLIAM GRUNTLER
Valid signature Filed with authorized/valid electronic signature
INSURANCE PLANNING SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2022 650428452 2023-04-21 INSURANCE PLANNING SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 9545980752
Plan sponsor’s address 8551 W SUNRISE BLVD - STE 106, PLANTATION, FL, 33322

Signature of
Role Plan administrator
Date 2023-04-21
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
INSURANCE PLANNING SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2021 650428452 2022-05-23 INSURANCE PLANNING SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 9545980752
Plan sponsor’s address 8551 W SUNRISE BLVD - STE 106, PLANTATION, FL, 33322

Signature of
Role Plan administrator
Date 2022-05-23
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
INSURANCE PLANNING SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2020 650428452 2021-05-06 INSURANCE PLANNING SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 9545980752
Plan sponsor’s address 8551 W SUNRISE BLVD - STE 106, PLANTATION, FL, 33322

Signature of
Role Plan administrator
Date 2021-05-06
Name of individual signing WILLIAM GRUNTLER
Valid signature Filed with authorized/valid electronic signature
INSURANCE PLANNING SERVICES 401(K) PROFIT SHARING PLAN & TRUST 2019 650428452 2020-05-27 INSURANCE PLANNING SERVICES 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 9545980752
Plan sponsor’s address 8551 W SUNRISE BLVD - STE 106, PLANTATION, FL, 33322

Signature of
Role Plan administrator
Date 2020-05-27
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
INSURANCE PLANNING SERVICES 401 K PROFIT SHARING PLAN TRUST 2018 650428452 2019-04-29 INSURANCE PLANNING SERVICES 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 9545980752
Plan sponsor’s address 8551 W SUNRISE BLVD - STE 106, PLANTATION, FL, 33322

Plan administrator’s name and address
Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of
Role Plan administrator
Date 2019-04-29
Name of individual signing WILLIAM GRUNTLER
Valid signature Filed with authorized/valid electronic signature
INSURANCE PLANNING SERVICES 401 K PROFIT SHARING PLAN TRUST 2018 650428452 2019-04-29 INSURANCE PLANNING SERVICES 4
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 812990
Sponsor’s telephone number 9545980752
Plan sponsor’s address 8551 W SUNRISE BLVD - STE 106, PLANTATION, FL, 33322

Plan administrator’s name and address
Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of
Role Plan administrator
Date 2019-04-29
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
KLIGERMAN, ABBE Agent 3030 FERNWOOD DR, BOYNTON BEACH, FL 33435

Authorized Member

Name Role Address
KLIGERMAN, ABBE Authorized Member 3030 FERNWOOD DR, BOYNTON BEACH, FL 33435

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G24000006223 GETMEAHEALTHPLAN.COM ACTIVE 2024-01-10 2029-12-31 No data 3030 FERNWOOD DR, BOYNTON BEACH, FL, 33435

Events

Event Type Filed Date Value Description
CONVERSION 2023-10-26 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS. CONVERSION NUMBER 500000248665

Documents

Name Date
ANNUAL REPORT 2025-01-09
Florida Limited Liability 2024-10-26

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 09 Feb 2025

Sources: Florida Department of State

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