| Entity Name: | FORTRESS WEALTH PLANNING, LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 26 Aug 2024 (5 months ago) |
| Last Event: | CONVERSION |
| Event Date Filed: | 26 Aug 2024 (5 months ago) |
| Document Number: | L24000375594 |
| Address: | 814 AIA NORTH, SUITE 202, PONTE VEDRA BEACH, FL 32082 |
| Mail Address: | 814 AIA NORTH, SUITE 202, PONTE VEDRA BEACH, FL 32082 |
| ZIP code: | 32082 |
| County: | St. Johns |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FORTRESS WEALTH PLANNING 401(K) PLAN | 2023 | 814966963 | 2024-09-12 | FORTRESS WEALTH PLANNING, LLC | 6 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-09-12 |
| Name of individual signing | JAY ROLFE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 9043014545 |
| Plan sponsor’s address | 814 A1A NORTH, STE 202, PONTE VEDRA BEACH, FL, 32082 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2021-01-01 |
| Business code | 523110 |
| Sponsor’s telephone number | 9043014545 |
| Plan sponsor’s address | 814 A1A NORTH, STE 202, PONTE VEDRA BEACH, FL, 32082 |
| Name | Role | Address |
|---|---|---|
| SKOWFOE, MICHAEL | Agent | 814 AIA NORTH, SUITE 202, PONTE VEDRA BEACH, FL 32082 |
| Name | Role | Address |
|---|---|---|
| SKOWFOE, MICHAEL G | Manager | 814 AIA NORTH, SUITE 202, PONTE VEDRA BEACH, FL 32082 |
| ORTEGA, EILEEN E | Manager | 814 AIA NORTH, SUITE 202, PONTE VEDRA BEACH, FL 32082 |
| ROLFE, JAY D | Manager | 814 AIA NORTH, SUITE 202, PONTE VEDRA BEACH, FL 32082 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G24000142297 | FORTRESS WEALTH PLANNING | ACTIVE | 2024-11-21 | 2029-12-31 | No data | 814 A1A NORTH, SUITE 202, PONTE VEDRA BEACH, FL, 32082 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CONVERSION | 2024-08-26 | No data | CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS. CONVERSION NUMBER 500000257905 |
| Name | Date |
|---|---|
| Florida Limited Liability | 2024-08-26 |
Date of last update: 07 Jan 2025
Sources: Florida Department of State
