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  5. DAVIS WEALTH MANAGEMENT GROUP INC.

DAVIS WEALTH MANAGEMENT GROUP INC.

Company Details

Entity Name: DAVIS WEALTH MANAGEMENT GROUP INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 29 Jul 2002 (23 years ago)
Date of dissolution: 15 Jan 2020 (5 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 15 Jan 2020 (5 years ago)
Document Number: P02000081753
FEI/EIN Number 161618504
Address: 1801 S KANNER HIGHWAY, STUART, FL, 34994
Mail Address: 1801 S KANNER HIGHWAY, STUART, FL, 34994
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2021 161618504 2022-10-12 DAVIS WEALTH MANAGEMENT GROUP INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2022-10-12
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2020 161618504 2021-10-13 DAVIS WEALTH MANAGEMENT GROUP INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541990
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2019 161618504 2020-10-12 DAVIS WEALTH MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2020-10-12
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-12
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2018 161618504 2019-10-07 DAVIS WEALTH MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2019-10-07
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-07
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2017 161618504 2018-10-09 DAVIS WEALTH MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2018-10-09
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-09
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2016 161618504 2017-10-16 DAVIS WEALTH MANAGEMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2017-10-16
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2015 161618504 2016-10-11 DAVIS WEALTH MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2016-10-11
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-11
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2014 161618504 2015-10-14 DAVIS WEALTH MANAGEMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2013 161618504 2014-07-23 DAVIS WEALTH MANAGEMENT GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2014-07-23
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-23
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
DAVIS WEALTH MANAGEMENT GROUP, INC., 401(K) PROFIT SHARING PLAN 2012 161618504 2013-10-14 DAVIS WEALTH MANAGEMENT GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523900
Sponsor’s telephone number 7724634441
Plan sponsor’s address 1801 SOUTH KANNER HIGHWAY, STUART, FL, 349947204

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-14
Name of individual signing ROBIN DAVIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DAVIS ROBIN S Agent 8041 SW YACHTSMANS DRIVE, STUART, FL, 34997

President

Name Role Address
DAVIS ROBIN S President 8041 SW YACHTSMANS DRIVE, STUART, FL, 34997

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2020-01-15 No data No data
REGISTERED AGENT ADDRESS CHANGED 2011-04-25 8041 SW YACHTSMANS DRIVE, STUART, FL 34997 No data
CHANGE OF PRINCIPAL ADDRESS 2010-01-13 1801 S KANNER HIGHWAY, STUART, FL 34994 No data
CHANGE OF MAILING ADDRESS 2010-01-13 1801 S KANNER HIGHWAY, STUART, FL 34994 No data
NAME CHANGE AMENDMENT 2008-10-03 DAVIS WEALTH MANAGEMENT GROUP INC. No data

Documents

Name Date
VOLUNTARY DISSOLUTION 2020-01-15
ANNUAL REPORT 2019-04-02
ANNUAL REPORT 2018-03-12
ANNUAL REPORT 2017-02-25
ANNUAL REPORT 2016-04-19
ANNUAL REPORT 2015-04-21
ANNUAL REPORT 2014-04-22
ANNUAL REPORT 2013-04-17
ANNUAL REPORT 2012-04-25
ANNUAL REPORT 2011-04-25

Related by officers

DAVIS ROBIN S

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Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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