| Entity Name: | INSTRUMENTAL WEALTH, 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: | 01 Oct 2020 (5 years ago) |
| Last Event: | LC STMNT OF RA/RO CHG |
| Event Date Filed: | 30 May 2023 (2 years ago) |
| Document Number: | M20000008584 |
| FEI/EIN Number |
853081152
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL, 33609, US |
| Mail Address: | 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL, 33609, US |
| ZIP code: | 33609 |
| County: | Hillsborough |
| Place of Formation: | DELAWARE |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC 401(K) PLAN | 2023 | 853081152 | 2024-07-03 | INSTRUMENTAL WEALTH, LLC | 9 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-03 |
| Name of individual signing | DAVID S. SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-07-03 |
| Name of individual signing | DAVID S SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2015-05-15 |
| Business code | 524210 |
| Sponsor’s telephone number | 8135787002 |
| Plan sponsor’s address | 1 N DALE MABRY HWY, SUITE 1000, TAMPA, FL, 33609 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-08 |
| Name of individual signing | DAVID S. SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-06-08 |
| Name of individual signing | DAVID S SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2015-05-15 |
| Business code | 524210 |
| Sponsor’s telephone number | 8135787002 |
| Plan sponsor’s address | 1 N DALE MABRY HWY, STE 1000, TAMPA, FL, 33609 |
Signature of
| Role | Plan administrator |
| Date | 2022-09-21 |
| Name of individual signing | DAVID S. SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2022-09-21 |
| Name of individual signing | DAVID S. SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2015-05-15 |
| Business code | 524210 |
| Sponsor’s telephone number | 8135787002 |
| Plan sponsor’s address | 4890 W. KENNEDY BLVD., SUITE 430, TAMPA, FL, 33609 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-21 |
| Name of individual signing | DAVID S. SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2021-07-21 |
| Name of individual signing | DAVID SILVER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| SILVER DAVID | SOLE | 1 N. Dale Mabry Hwy., Tampa, FL, 33609 |
| CORPORATE ACCESS, INC. | Agent | - |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| LC STMNT OF RA/RO CHG | 2023-05-30 | - | - |
| REGISTERED AGENT NAME CHANGED | 2023-05-30 | CORPORATE ACCESS, INC. | - |
| REGISTERED AGENT ADDRESS CHANGED | 2023-05-30 | 236 E. 6TH AVE., TALLAHASSEE, FL 32303 | - |
| CHANGE OF PRINCIPAL ADDRESS | 2022-04-17 | 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL 33609 | - |
| REINSTATEMENT | 2022-04-17 | - | - |
| CHANGE OF MAILING ADDRESS | 2022-04-17 | 1 N. Dale Mabry Hwy., Ste1000, Tampa, FL 33609 | - |
| REVOKED FOR ANNUAL REPORT | 2021-09-24 | - | - |
| LC AMENDMENT AND NAME CHANGE | 2020-10-23 | INSTRUMENTAL WEALTH, LLC | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-10 |
| ANNUAL REPORT | 2024-02-11 |
| CORLCRACHG | 2023-05-30 |
| ANNUAL REPORT | 2023-03-21 |
| REINSTATEMENT | 2022-04-17 |
| LC Amendment and Name Change | 2020-10-23 |
| Foreign Limited | 2020-10-01 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1282658805 | 2021-04-10 | 0455 | PPS | 4890 W Kennedy Blvd Ste 430, Tampa, FL, 33609-1869 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4490767108 | 2020-04-13 | 0455 | PPP | 1511 N WEST SHORE BLVD, TAMPA, FL, 33607-4502 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 02 Apr 2025
Sources: Florida Department of State
