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LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. - Florida Company Profile

Company Details

Entity Name: LAKE WORTH WEST RESIDENT PLANNING GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
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: 14 May 1998 (27 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 05 Mar 2003 (22 years ago)
Document Number: N98000002800
FEI/EIN Number 650838753

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2411 10th Ave North, Lake Worth, FL, 33461, US
Mail Address: 2411 10th Ave North, Lake Worth, FL, 33461, US
ZIP code: 33461
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 403(B) PLAN 2023 650838753 2024-07-15 LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 2411 10TH AVENUE NORTH, LAKE WORTH, FL, 33461

Signature of

Role Plan administrator
Date 2024-07-15
Name of individual signing SAIDY GARZON
Valid signature Filed with authorized/valid electronic signature
LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 403(B) PLAN 2022 650838753 2023-07-31 LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 2411 10TH AVE NORTH, LAKE WORTH, FL, 33461

Signature of

Role Plan administrator
Date 2023-07-31
Name of individual signing SAIDY GARZON
Valid signature Filed with authorized/valid electronic signature
LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 403(B) PLAN 2021 650838753 2022-09-30 LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 4730 MAINE STREET, LAKE WORTH, FL, 33461

Signature of

Role Plan administrator
Date 2022-09-30
Name of individual signing SAIDY GARZON
Valid signature Filed with authorized/valid electronic signature
LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 403(B) PLAN 2020 650838753 2021-10-06 LAKE WORTH WEST RESIDENT PLANNING GROUP, INC. 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 4730 MAINE STREET, LAKE WORTH, FL, 33461
LAKE WORTH WEST RESIDENT PLANNING GROUP 403(B) PLAN 2019 650388753 2021-08-09 LAKE WORTH WEST RESIDENT PLANNING GROUP 4
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Three-digit plan number (PN) 001
Effective date of plan 2014-12-31
Business code 624100
Plan sponsor’s address 4730 MAINE ST, LAKE WORTH, FL, 334615068

Signature of

Role Plan administrator
Date 2021-08-09
Name of individual signing MARK ESCOFFERY
Valid signature Filed with authorized/valid electronic signature
LAKE WORTH WEST RESIDENT PLANNING GROUP 2019 650838753 2021-01-06 LAKE WORTH WEST RESIDENT PLANNING GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 4730 MAINE STREET, LAKE WORTH, FL, 33461
LAKE WORTH WEST RESIDENT PLANNING GROUP 2019 650838753 2020-07-22 LAKE WORTH WEST RESIDENT PLANNING GROUP 4
Three-digit plan number (PN) 001
Effective date of plan 2013-12-31
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 4730 MAINE STREET, LAKE WORTH, FL, 33461
LAKE WORTH WEST RESIDENT PLANNING GROUP 403(B) PLAN 2019 650838753 2020-07-22 LAKE WORTH WEST RESIDENT PLANNING GROUP 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-12-31
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 4730 MAINE ST, LAKE WORTH, FL, 334615068
LAKE WORTH WEST RESIDENT PLANNING GROUP 2019 650838753 2020-07-22 LAKE WORTH WEST RESIDENT PLANNING GROUP 7
Three-digit plan number (PN) 001
Effective date of plan 2012-12-31
Business code 624100
Plan sponsor’s address 4730 MAINE ST, LAKE WORTH, FL, 334615068
LAKE WORTH WEST RESIDENT PLANNING GROUP 403(B) PLAN 2019 650838753 2020-07-22 LAKE WORTH WEST RESIDENT PLANNING GROUP 6
Three-digit plan number (PN) 001
Effective date of plan 2015-12-31
Business code 624100
Sponsor’s telephone number 5616499600
Plan sponsor’s address 4730 MAINE ST, LAKE WORTH, FL, 334615068

Key Officers & Management

Name Role Address
Chute Heath Vice President P. O. BOX 6321, LAKE WORTH, FL, 33466
LLERENA RICHARD Treasurer 2395 S. CONGRESS AVENUE, WEST PALM BEACH, FL, 33406
Wall Kathryn Chairman Maine Street, Lake Worth, FL, 33461
Saidy Garzon B Chief Executive Officer 2411 10th Ave North, Lake Worth, FL, 33461
Rodriguez Milagros Boar 2330 South Congress Avenue, West Palm Beach, FL, 33406
Flores Joel Boar 417 Park Way Ct, Greenacres, FL, 33463
Saidy Garzon B Agent 2411 10th Ave North, Lake Worth, FL, 33461

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000088561 FAMILY IMPACT PALM BEACH COUNTY ACTIVE 2023-07-28 2028-12-31 - 2411 10TH AVE NORTH, LAKE WORTH, FL, 33461

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-30 2411 10th Ave North, Lake Worth, FL 33461 -
CHANGE OF MAILING ADDRESS 2023-01-30 2411 10th Ave North, Lake Worth, FL 33461 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-30 2411 10th Ave North, Lake Worth, FL 33461 -
REGISTERED AGENT NAME CHANGED 2022-02-04 Saidy, Garzon Bibiana -
REINSTATEMENT 2003-03-05 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2001-09-21 - -
RESTATED ARTICLES 1999-02-01 - -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-02-04
ANNUAL REPORT 2021-01-26
ANNUAL REPORT 2020-01-30
ANNUAL REPORT 2019-03-13
ANNUAL REPORT 2018-03-30
AMENDED ANNUAL REPORT 2017-05-17
ANNUAL REPORT 2017-02-07
ANNUAL REPORT 2016-01-27

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
65-0838753 Corporation Unconditional Exemption 4730 MAINE ST, LAKE WORTH, FL, 33461-5068 1999-11
In Care of Name % CAROL CLINTON
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-09
Asset 500,000 to 999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Sep
Asset Amount 586294
Income Amount 1678182
Form 990 Revenue Amount 1678182
National Taxonomy of Exempt Entities Community Improvement, Capacity Building: Economic Development
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 202209
Filing Type E
Return Type 990
File View File
Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 202109
Filing Type E
Return Type 990
File View File
Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 202009
Filing Type E
Return Type 990
File View File
Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 201909
Filing Type E
Return Type 990
File View File
Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 201909
Filing Type E
Return Type 990
File View File
Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 201809
Filing Type E
Return Type 990
File View File
Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 201709
Filing Type E
Return Type 990
File View File
Organization Name LAKE WORTH WEST RESIDENT PLANNING GROUP INC
EIN 65-0838753
Tax Period 201609
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2005257705 2020-05-01 0455 PPP 4730 MAINE ST, LAKE WORTH, FL, 33461
Loan Status Date 2020-08-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 155452
Loan Approval Amount (current) 155452
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LAKE WORTH, PALM BEACH, FL, 33461
Project Congressional District FL-21
Number of Employees 16
NAICS code 624190
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount -
Forgiveness Paid Date -

Date of last update: 01 Apr 2025

Sources: Florida Department of State