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  5. PRIVATE WEALTH GROUP, LLC

PRIVATE WEALTH GROUP, LLC - Florida Company Profile

Company Details

Entity Name: PRIVATE WEALTH GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
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: 09 Sep 2003 (22 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 02 Oct 2017 (8 years ago)
Document Number: M03000002990
FEI/EIN Number 651202629

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 4902 Eisenhower Blvd, TAMPA, FL, 33634, US
Mail Address: 4902 Eisenhower Blvd, TAMPA, FL, 33634, US
ZIP code: 33634
County: Hillsborough
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2023 651202629 2024-05-24 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 4902 EISENHOWER BOULEVARD SUITE 150, TAMPA, FL, 33634
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2022 651202629 2023-09-08 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 4902 EISENHOWER BOULEVARD SUITE 150, TAMPA, FL, 33634
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2021 651202629 2022-10-04 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 4902 EISENHOWER BOULEVARD SUITE 150, TAMPA, FL, 33634
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2020 651202629 2021-09-29 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 4902 EISENHOWER BOULEVARD SUITE 150, TAMPA, FL, 33634
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2019 651202629 2020-10-05 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 4902 EISENHOWER BOULEVARD SUITE 150, TAMPA, FL, 33634
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2018 651202629 2019-10-02 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 400 NORTH ASHLEY DRIVE SUITE 2580, TAMPA, FL, 33602
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2017 651202629 2018-10-08 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 400 NORTH ASHLEY DRIVE SUITE 2580, TAMPA, FL, 33602
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2016 651202629 2017-07-19 PRIVATE WEALTH GROUP LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 400 NORTH ASHLEY DRIVE SUITE 2580, TAMPA, FL, 33602
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2015 651202629 2016-07-15 PRIVATE WEALTH GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 400 NORTH ASHLEY DRIVE SUITE 2580, TAMPA, FL, 33602
PRIVATE WEALTH GROUP LLC 401K PROFIT SHARING PLAN 2014 651202629 2015-07-23 PRIVATE WEALTH GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 8132261900
Plan sponsor’s address 400 NORTH ASHLEY DRIVE SUITE 2580, TAMPA, FL, 33602

Key Officers & Management

Name Role Address
SEGUNDO STEPHEN F Managing Member 4902 EISENHOWER BLVD, TAMPA, FL, 33634
ANDERSON MICHAEL M Authorized Person 4902 EISENHOWER BLVD, TAMPA, FL, 33634
SEGUNDO STEPHEN F Agent 4902 Eisenhower Blvd, TAMPA, FL, 33634

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-21 4902 Eisenhower Blvd, suite 150, TAMPA, FL 33634 -
CHANGE OF MAILING ADDRESS 2021-01-21 4902 Eisenhower Blvd, suite 150, TAMPA, FL 33634 -
REINSTATEMENT 2017-10-02 - -
REGISTERED AGENT NAME CHANGED 2017-10-02 SEGUNDO, STEPHEN F -
REVOKED FOR ANNUAL REPORT 2017-09-22 - -
REGISTERED AGENT ADDRESS CHANGED 2012-08-21 4902 Eisenhower Blvd, suite 150, TAMPA, FL 33634 -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-03-14
ANNUAL REPORT 2021-04-15
ANNUAL REPORT 2020-05-20
ANNUAL REPORT 2019-02-14
ANNUAL REPORT 2018-06-26
REINSTATEMENT 2017-10-02
ANNUAL REPORT 2016-04-29
ANNUAL REPORT 2015-04-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1598207309 2020-04-28 0455 PPP 111 VIZCAYA ESTATES DRIVE, PALM BEACH GARDENS, FL, 33418
Loan Status Date 2021-08-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 14582
Loan Approval Amount (current) 14582
Undisbursed Amount 0
Franchise Name -
Lender Location ID 283144
Servicing Lender Name U.S. Century Bank
Servicing Lender Address 2301 NW 87th Ave, DORAL, FL, 33172-2403
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address PALM BEACH GARDENS, PALM BEACH, FL, 33418-1000
Project Congressional District FL-21
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 283144
Originating Lender Name U.S. Century Bank
Originating Lender Address DORAL, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 14674.31
Forgiveness Paid Date 2021-02-12

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ANDERSON MICHAEL M

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Date of last update: 01 Apr 2025

Sources: Florida Department of State

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