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  5. CLARITY FINANCIAL PLANNING INC.

CLARITY FINANCIAL PLANNING INC. - Florida Company Profile

Company Details

Entity Name: CLARITY FINANCIAL PLANNING INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

CLARITY FINANCIAL PLANNING INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
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: 04 Jan 2000 (25 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 22 Mar 2002 (23 years ago)
Document Number: P00000000693
FEI/EIN Number 650971349

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 5491 N University Drive, Suite 101, Coral Springs, FL, 33067, US
Mail Address: 5491 N University Drive, Suite 101, Coral Springs, FL, 33067, US
ZIP code: 33067
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CLARITY FINANCIAL PLANNING 401(K) PLAN 2023 650971349 2024-02-26 CLARITY FINANCIAL PLANNING, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2024-02-26
Name of individual signing GEORGE TEMEL
Valid signature Filed with authorized/valid electronic signature
CLARITY FINANCIAL PLANNING CASH BALANCE PLAN 2023 650971349 2024-07-15 CLARITY FINANCIAL PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE SUITE 101, SUITE 101, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing GEORGE TEMEL
Valid signature Filed with authorized/valid electronic signature
CLARITY FINANCIAL PLANNING 401(K) PLAN 2022 650971349 2023-04-18 CLARITY FINANCIAL PLANNING, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2023-04-18
Name of individual signing GEORGE TEMEL
Valid signature Filed with authorized/valid electronic signature
CLARITY FINANCIAL PLANNING CASH BALANCE PLAN 2022 650971349 2023-07-06 CLARITY FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing GEORGE TEMEL
Valid signature Filed with authorized/valid electronic signature
CLARITY FINANCIAL PLANNING 401(K) PLAN 2021 650971349 2022-06-07 CLARITY FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2022-06-07
Name of individual signing GEORGE TEMEL
Valid signature Filed with authorized/valid electronic signature
CLARITY FINANCIAL PLANNING CASH BALANCE PLAN 2021 650971349 2022-09-14 CLARITY FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067

Signature of
Role Plan administrator
Date 2022-09-14
Name of individual signing GEORGE TEMEL
Valid signature Filed with authorized/valid electronic signature
CLARITY FINANCIAL PLANNING CASH BALANCE PLAN 2020 650971349 2021-10-15 CLARITY FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067
CLARITY FINANCIAL PLANNING 401(K) PLAN 2020 650971349 2021-06-10 CLARITY FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067
CLARITY FINANCIAL PLANNING 401(K) PLAN 2019 650971349 2020-06-10 CLARITY FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067
CLARITY FINANCIAL PLANNING CASH BALANCE PLAN 2019 650971349 2020-08-13 CLARITY FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 9547230350
Plan sponsor’s address 5491 N. UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067

Key Officers & Management

Name Role Address
TEMEL GEORGE CFP 5491 N University Drive, Coral Springs, FL, 33067
TEMEL GEORGE Agent 5491 N University Drive, Coral Springs, FL, 33067

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G12000123367 CLARITY WEALTH MANAGEMENT ACTIVE 2012-12-20 2027-12-31 - 5491 N UNIVERSITY DRIVE, SUITE 101, CORAL SPRINGS, FL, 33067

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-02-07 5491 N University Drive, Suite 101, Coral Springs, FL 33067 -
CHANGE OF MAILING ADDRESS 2019-02-07 5491 N University Drive, Suite 101, Coral Springs, FL 33067 -
REGISTERED AGENT ADDRESS CHANGED 2019-02-07 5491 N University Drive, Suite 101, Coral Springs, FL 33067 -
NAME CHANGE AMENDMENT 2002-03-22 CLARITY FINANCIAL PLANNING INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-03
ANNUAL REPORT 2023-02-01
ANNUAL REPORT 2022-05-02
ANNUAL REPORT 2021-04-07
ANNUAL REPORT 2020-06-08
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-27
ANNUAL REPORT 2016-04-27
ANNUAL REPORT 2015-04-28

Companies related by officers

No other companies in our directory share the same officers as CLARITY FINANCIAL PLANNING INC.

Companies related by address

No other companies in our directory share the same address as CLARITY FINANCIAL PLANNING INC.

Date of last update: 01 Mar 2025

Sources: Florida Department of State

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