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ERIC WALTZ FINANCIAL SOLUTIONS, INC. - Florida Company Profile

Company Details

Entity Name: ERIC WALTZ FINANCIAL SOLUTIONS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ERIC WALTZ FINANCIAL SOLUTIONS, 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: 25 Feb 2003 (22 years ago)
Date of dissolution: 22 Sep 2017 (7 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 22 Sep 2017 (7 years ago)
Document Number: P03000022629
FEI/EIN Number 061681953

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

Address: 3239 SANTA BARBARA BLVD. NORTH, CAPE CORAL, FL, 33993
Mail Address: 3239 SANTA BARBARA BLVD. NORTH, CAPE CORAL, FL, 33993
ZIP code: 33993
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ERIC WALTZ FINANCIAL SOLUTIONS INC 401(K) PLAN 2009 061681953 2010-06-01 ERIC WALTZ FINANCIAL SOLUTIONS INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523120
Sponsor’s telephone number 2395733933
Plan sponsor’s address 3239 SANTA BARBARA BLVD. N, CAPE CORAL, FL, 33993

Plan administrator’s name and address

Administrator’s EIN 042924795
Plan administrator’s name PIM USA, INC
Plan administrator’s address 100 STATE STREET, BOSTON, MA, 021090000
Administrator’s telephone number 8006229876

Signature of

Role Plan administrator
Date 2010-05-18
Name of individual signing ERIC WALTZ
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2010-05-18
Name of individual signing ERIC WALTZ
Valid signature Filed with incorrect/unrecognized electronic signature

Key Officers & Management

Name Role Address
WALTZ ERIC P President 3239 SANTA BARBARA BLVD. NORTH, CAPE CORAL, FL, 33993
WALTZ ERIC Agent 3239 SANTA BARBARA BLVD. NORTH, CAPE CORAL, FL, 33993

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2017-09-22 - -
CHANGE OF PRINCIPAL ADDRESS 2008-04-22 3239 SANTA BARBARA BLVD. NORTH, CAPE CORAL, FL 33993 -
CHANGE OF MAILING ADDRESS 2008-04-22 3239 SANTA BARBARA BLVD. NORTH, CAPE CORAL, FL 33993 -
REGISTERED AGENT ADDRESS CHANGED 2008-04-22 3239 SANTA BARBARA BLVD. NORTH, CAPE CORAL, FL 33993 -

Documents

Name Date
ANNUAL REPORT 2016-04-14
ANNUAL REPORT 2015-04-22
ANNUAL REPORT 2014-04-30
ANNUAL REPORT 2013-01-30
ANNUAL REPORT 2012-02-27
ANNUAL REPORT 2011-04-12
ANNUAL REPORT 2010-03-31
ANNUAL REPORT 2009-03-23
ANNUAL REPORT 2008-04-22
ANNUAL REPORT 2007-05-14

Date of last update: 03 Mar 2025

Sources: Florida Department of State