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  5. THE ULLMANN FINANCIAL GROUP, INC.

THE ULLMANN FINANCIAL GROUP, INC. - Florida Company Profile

Company Details

Entity Name: THE ULLMANN FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

THE ULLMANN FINANCIAL GROUP, 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 20 Sep 2002 (23 years ago)
Date of dissolution: 23 Sep 2022 (3 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 23 Sep 2022 (3 years ago)
Document Number: P02000102079
FEI/EIN Number 450486498

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1540 The Greens Way, Jacksonville Beach, FL, 32250, US
Mail Address: 1540 The Greens Way, Jacksonville Beach, FL, 32250, US
ZIP code: 32250
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ULLMANN WEALTH PARTNERS 2023 450486498 2024-07-15 ULLMANN FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2024-07-15
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
ULLMANN WEALTH PARTNERS 2022 450486498 2023-07-18 ULLMANN FINANCIAL GROUP 11
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2023-07-18
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
ULLMANN WEALTH PARTNERS 2022 450486498 2024-10-08 ULLMANN FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
ULLMANN WEALTH PARTNERS RETIREMENT SAVINGS PLAN 2020 450486498 2021-10-08 ULLMANN FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2021-10-08
Name of individual signing GLENN ULLMANN
Valid signature Filed with authorized/valid electronic signature
ULLMANN WEALTH PARTNERS RETIREMENT SAVINGS PLAN 2019 450486498 2020-07-27 ULLMANN FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing GLENN ULLMANN
Valid signature Filed with authorized/valid electronic signature
ULLMANN BROWN WEALTH ADVISORS RETIREMENT SAVINGS PLAN 2018 450486498 2019-06-27 ULLMANN FINANCIAL GROUP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2019-06-27
Name of individual signing DEANNA CALABRISOTTO-BROWN
Valid signature Filed with authorized/valid electronic signature
ULLMANN BROWN WEALTH ADVISORS RETIREMENT SAVINGS PLAN 2017 450486498 2018-06-19 ULLMANN FINANCIAL GROUP 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2018-06-19
Name of individual signing DEANNA CALABRISOTTO-BROWN
Valid signature Filed with authorized/valid electronic signature
ULLMANN BROWN WEALTH ADVISORS RETIREMENT SAVINGS PLAN 2016 450486498 2017-06-19 ULLMANN FINANCIAL GROUP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803785
Plan sponsor’s address 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Signature of
Role Plan administrator
Date 2017-06-19
Name of individual signing DEANNA CALABRISOTTO-BROWN
Valid signature Filed with authorized/valid electronic signature
ULLMANN BROWN WEALTH ADVISORS RETIREMENT SAVINGS PLAN 2015 450486498 2016-07-26 ULLMANN FINANCIAL GROUP 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 5000 SAWGRASS VILLAGE CIR, STE 25, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2016-07-26
Name of individual signing DEANNA CALABRISOTTO-BROWN
Valid signature Filed with authorized/valid electronic signature
THE ULLMANN FINANCIAL GROUP, INC. RETIREMENT SAVINGS PLAN 2014 450486498 2015-09-03 THE ULLMANN FINANCIAL GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9042803700
Plan sponsor’s address 5000 SAWGRASS VILLAGE CIR, STE 25, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2015-09-03
Name of individual signing DEANNA BROWN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-09-03
Name of individual signing DEANNA BROWN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ULLMANN GLENN President 1540 The Greens Way, Jacksonville Beach, FL, 32250
ULLMANN GLENN Agent 1540 The Greens Way, Jacksonville Beach, FL, 32250

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000101312 ULLMANN WEALTH PARTNERS EXPIRED 2019-09-16 2024-12-31 - 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250
G15000120817 DIVORCE ADVISORY GROUP ACTIVE 2015-12-01 2025-12-31 - 1540 THE GREENS WAY, JACKSONVILLE BEACH, FL, 32250

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2022-09-23 - -
CHANGE OF PRINCIPAL ADDRESS 2017-01-17 1540 The Greens Way, Jacksonville Beach, FL 32250 -
CHANGE OF MAILING ADDRESS 2017-01-17 1540 The Greens Way, Jacksonville Beach, FL 32250 -
REGISTERED AGENT ADDRESS CHANGED 2017-01-17 1540 The Greens Way, Jacksonville Beach, FL 32250 -
REINSTATEMENT 2003-09-25 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2003-09-19 - -

Documents

Name Date
ANNUAL REPORT 2021-01-25
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-01-09
ANNUAL REPORT 2018-01-14
ANNUAL REPORT 2017-01-17
ANNUAL REPORT 2016-01-27
ANNUAL REPORT 2015-01-09
ANNUAL REPORT 2014-01-10
ANNUAL REPORT 2013-02-01
ANNUAL REPORT 2012-01-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7245457207 2020-04-28 0491 PPP 1540 The Greens Way, JACKSONVILLE BEACH, FL, 32250
Loan Status Date 2021-06-26
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 218900
Loan Approval Amount (current) 218900
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19595
Servicing Lender Name Ameris Bank
Servicing Lender Address 3490 Piedmont Rd NE, Ste 124, ATLANTA, GA, 30305
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address JACKSONVILLE BEACH, DUVAL, FL, 32250-0001
Project Congressional District FL-05
Number of Employees 9
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 19595
Originating Lender Name Ameris Bank
Originating Lender Address ATLANTA, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 221202.95
Forgiveness Paid Date 2021-05-21

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Companies related by address

1540 The Greens Way, Jacksonville Beach, FL, 32250, US

1540 THE GREENS WAY, LLC

1540 The Greens Way, Jacksonville Beach, FL, 32250, US

1540 THE GREENS WAY, LLC

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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