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  5. WESTON PORTFOLIO GROUP, LLC

WESTON PORTFOLIO GROUP, LLC - Florida Company Profile

Headquarter

Company Details

Entity Name: WESTON PORTFOLIO 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: 10 Jan 2006 (19 years ago)
Document Number: M06000000146
FEI/EIN Number 204039061

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 3111 N. University Dr., Coral Springs, FL, 33065, US
Mail Address: 3111 N. University Dr., Coral Springs, FL, 33065, US
ZIP code: 33065
County: Broward
Place of Formation: DELAWARE

Links between entities

Type Company Name Company Number State
Headquarter of WESTON PORTFOLIO GROUP, LLC, COLORADO 20191055296 COLORADO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTON PORTFOLIO GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 204039061 2024-07-24 WESTON PORTFOLIO GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR, STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2024-07-24
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 204039061 2023-07-21 WESTON PORTFOLIO GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR, STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2023-07-21
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 204039061 2022-07-15 WESTON PORTFOLIO GROUP LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR, STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 204039061 2021-07-16 WESTON PORTFOLIO GROUP LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR, STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2021-07-16
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 204039061 2020-07-23 WESTON PORTFOLIO GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR, STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2020-07-23
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2018 204039061 2019-07-29 WESTON PORTFOLIO GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR, STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2019-07-29
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2017 204039061 2018-07-26 WESTON PORTFOLIO GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR, STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2018-07-26
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2016 204039061 2017-07-17 WESTON PORTFOLIO GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2017-07-17
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2015 204039061 2016-07-14 WESTON PORTFOLIO GROUP LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 3111 N UNIVERSITY DR STE 431, CORAL SPRINGS, FL, 330655023

Signature of
Role Plan administrator
Date 2016-07-14
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature
WESTON PORTFOLIO GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2014 204039061 2015-07-07 WESTON PORTFOLIO GROUP LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9542170930
Plan sponsor’s address 2500 WESTON RD STE 209, WESTON, FL, 333313617

Signature of
Role Plan administrator
Date 2015-07-07
Name of individual signing EUGENE WETZOLD
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
VANCORA JOHN Managing Member 3111 N. University Dr., Coral Springs, FL, 33065
WETZOLD GENE Managing Member 3111 N. University Dr., Coral Springs, FL, 33065
O'BRIEN DENNIS Managing Member 3111 N. University Dr., Coral Springs, FL, 33065
LOUTAN NEIL Managing Member 3111 N. University Dr., Coral Springs, FL, 33065
LOUTAN NEIL Agent 3111 N. University Dr., Coral Springs, FL, 33065

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2016-01-28 3111 N. University Dr., Suite 431, Coral Springs, FL 33065 -
CHANGE OF MAILING ADDRESS 2016-01-28 3111 N. University Dr., Suite 431, Coral Springs, FL 33065 -
REGISTERED AGENT NAME CHANGED 2016-01-28 LOUTAN, NEIL -
REGISTERED AGENT ADDRESS CHANGED 2016-01-28 3111 N. University Dr., Suite 431, Coral Springs, FL 33065 -

Documents

Name Date
ANNUAL REPORT 2024-04-03
ANNUAL REPORT 2023-04-20
ANNUAL REPORT 2022-02-24
ANNUAL REPORT 2021-02-17
ANNUAL REPORT 2020-03-22
ANNUAL REPORT 2019-03-04
ANNUAL REPORT 2018-03-08
ANNUAL REPORT 2017-03-06
ANNUAL REPORT 2016-01-28
ANNUAL REPORT 2015-01-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4609167201 2020-04-27 0455 PPP 3111 N UNIVERSITY DR STE 431, CORAL SPRINGS, FL, 33065-5023
Loan Status Date 2021-07-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 170000
Loan Approval Amount (current) 170000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 378617
Servicing Lender Name HSBC Bank USA, National Association
Servicing Lender Address 1800 Tysons Blvd, Ste 50 Tysons II, MCLEAN, VA, 22102-4267
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CORAL SPRINGS, BROWARD, FL, 33065-5023
Project Congressional District FL-23
Number of Employees 7
NAICS code 541320
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 378617
Originating Lender Name HSBC Bank USA, National Association
Originating Lender Address MCLEAN, VA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 171955
Forgiveness Paid Date 2021-06-28

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Companies related by address

No other companies in our directory share the same address as WESTON PORTFOLIO GROUP, LLC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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