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WOLFE FINANCIAL GROUP, LLC - Florida Company Profile

Company Details

Entity Name: WOLFE FINANCIAL GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WOLFE FINANCIAL GROUP, 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: 17 Jun 2024 (9 months ago)
Document Number: L24000272294
Address: 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746, US
Mail Address: 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746, US
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WOLFE FINANCIAL GROUP 401K PLAN 2022 260010294 2023-05-31 WOLFE FINANCIAL GROUP 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-02-01
Business code 541219
Sponsor’s telephone number 4073330355
Plan sponsor’s address 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2023-05-31
Name of individual signing JOAN WOLFE
Valid signature Filed with authorized/valid electronic signature
WOLFE FINANCIAL GROUP 401K PLAN 2021 260010294 2022-04-01 WOLFE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-02-01
Business code 541219
Sponsor’s telephone number 4073330355
Plan sponsor’s address 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2022-04-01
Name of individual signing JOAN WOLFE
Valid signature Filed with authorized/valid electronic signature
WOLFE FINANCIAL GROUP 401K PLAN 2020 260010294 2021-04-07 WOLFE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-02-01
Business code 541219
Sponsor’s telephone number 4073330355
Plan sponsor’s address 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2021-04-07
Name of individual signing JOAN WOLFE
Valid signature Filed with authorized/valid electronic signature
WOLFE FINANCIAL GROUP 401K PLAN 2019 260010294 2020-05-12 WOLFE FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-02-01
Business code 541219
Sponsor’s telephone number 4073330355
Plan sponsor’s address 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2020-05-12
Name of individual signing JOAN WOLFE
Valid signature Filed with authorized/valid electronic signature
WOLFE FINANCIAL GROUP 401K PLAN 2018 260010294 2019-06-04 WOLFE FINANCIAL GROUP 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-02-01
Business code 541219
Sponsor’s telephone number 4073330355
Plan sponsor’s address 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2019-06-04
Name of individual signing JOAN WOLFE
Valid signature Filed with authorized/valid electronic signature
WOLFE FINANCIAL GROUP 401K PLAN 2017 260010294 2018-06-14 WOLFE FINANCIAL GROUP 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-02-01
Business code 541219
Sponsor’s telephone number 4073330355
Plan sponsor’s address 1515 INTERNATIONAL PKWY., SUITE 100, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2018-06-14
Name of individual signing JOAN WOLFE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
WOLFE MEGAN Authorized Member 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746
WOLFE ROBERT Authorized Member 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746
WOLFE MEGAN Agent 1515 INTERNATIONAL PKWY STE. 1025, LAKE MARY, FL, 32746

Documents

Name Date
ANNUAL REPORT 2025-02-05
Florida Limited Liability 2024-06-17

Date of last update: 02 Mar 2025

Sources: Florida Department of State