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QP WEALTH MANAGEMENT, LLC

Company Details

Entity Name: QP WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Company
Status: Active
Date Filed: 02 Feb 2022 (3 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 18 Jan 2023 (2 years ago)
Document Number: M22000001706
FEI/EIN Number 83-4716043
Address: 2700 N. Military Trail, Suite 240, BOCA RATON, FL 33431
Mail Address: 2700 N. Military Trail, Suite 240, BOCA RATON, FL 33431
ZIP code: 33431
County: Palm Beach
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
QP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN 2023 834716043 2024-10-08 QP WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7325262701
Plan sponsor’s address 2700 MILITARY TRAIL, SUITE 240, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2024-10-08
Name of individual signing JAMES LLOYD
Valid signature Filed with authorized/valid electronic signature
QP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN 2022 834716043 2023-10-02 QP WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7325262701
Plan sponsor’s address 301 YAMATO ROAD, SUITE 3194, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2023-10-02
Name of individual signing JAMES LLOYD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-02
Name of individual signing JAMES LLOYD
Valid signature Filed with authorized/valid electronic signature
QP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN 2021 834716043 2022-08-09 QP WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 523900
Sponsor’s telephone number 7325262701
Plan sponsor’s address 301 YAMATO ROAD, SUITE 3194, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2022-08-08
Name of individual signing JAMES LLOYD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
PARACORP INCORPORATED Agent

Managing Member

Name Role Address
LLOYD, JAMES W Managing Member 4605 S OCEAN BLVD APT 3A, HIGHLAND BEACH, FL 33487-5339
LEIDNER II, THOMAS W Managing Member 148 RIDGE ROAD, FAIR HAVEN, NJ 07704
HEERWAGEN, LISA K Managing Member 805 CARIBBEAN DR E, SUMMERLAND KEY, FL 33042

Authorized Person

Name Role Address
LLOYD, JAMES W Authorized Person 4605 S OCEAN BLVD APT 3A, HIGHLAND BEACH, FL 33487-5339
LEIDNER II, THOMAS W Authorized Person 148 RIDGE ROAD, FAIR HAVEN, NJ 07704
HEERWAGEN, LISA K Authorized Person 805 CARIBBEAN DR E, SUMMERLAND KEY, FL 33042

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-05-15 2700 N. Military Trail, Suite 240, BOCA RATON, FL 33431 No data
CHANGE OF MAILING ADDRESS 2024-05-15 2700 N. Military Trail, Suite 240, BOCA RATON, FL 33431 No data
LC STMNT OF RA/RO CHG 2023-01-18 No data No data
REGISTERED AGENT NAME CHANGED 2023-01-18 PARACORP INCORPORATED No data
REGISTERED AGENT ADDRESS CHANGED 2023-01-18 155 OFFICE PLAZA DRIVE, 1ST FLOOR, TALLAHASSEE, FL 32301 No data

Documents

Name Date
ANNUAL REPORT 2024-04-19
ANNUAL REPORT 2023-04-21
CORLCRACHG 2023-01-18
Foreign Limited 2022-02-02

Date of last update: 12 Feb 2025

Sources: Florida Department of State