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W5 WEALTH MANAGEMENT, INC. - Florida Company Profile

Company Details

Entity Name: W5 WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

W5 WEALTH MANAGEMENT, 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: 28 Aug 2003 (22 years ago)
Date of dissolution: 24 Sep 2010 (15 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 24 Sep 2010 (15 years ago)
Document Number: P03000094752
FEI/EIN Number 200204745

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

Address: 525 MAIN ST, SAFETY HARBOR, FL, 34695
Mail Address: 525 MAIN ST, SAFETY HARBOR, FL, 34695
ZIP code: 34695
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
W5 WEALTH MANAGEMENT INC 401(K) PLAN 2009 200204745 2010-01-06 W5 WEALTH MANAGEMENT INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7274622555
Plan sponsor’s mailing address 1700 MCMULLEN BOOTH RD, SUITE D-2, CLEARWATER, FL, 33759
Plan sponsor’s address 1700 MCMULLEN BOOTH RD, SUITE D-2, CLEARWATER, FL, 33759

Plan administrator’s name and address

Administrator’s EIN 200204745
Plan administrator’s name W5 WEALTH MANAGEMENT INC
Plan administrator’s address 1700 MCMULLEN BOOTH RD, SUITE D-2, CLEARWATER, FL, 33759
Administrator’s telephone number 7274622555

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-01-06
Name of individual signing JOEL MCEWAN
Valid signature Filed with authorized/valid electronic signature
W5 WEALTH MANAGEMENT INC 401(K) PLAN 2009 200204745 2010-01-06 W5 WEALTH MANAGEMENT INC 6
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 7274622555
Plan sponsor’s mailing address 1700 MCMULLEN BOOTH RD, SUITE D-2, CLEARWATER, FL, 33759
Plan sponsor’s address 1700 MCMULLEN BOOTH RD, SUITE D-2, CLEARWATER, FL, 33759

Plan administrator’s name and address

Administrator’s EIN 200204745
Plan administrator’s name W5 WEALTH MANAGEMENT INC
Plan administrator’s address 1700 MCMULLEN BOOTH RD, SUITE D-2, CLEARWATER, FL, 33759
Administrator’s telephone number 7274622555

Number of participants as of the end of the plan year

Active participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Employer/plan sponsor
Date 2010-01-06
Name of individual signing JOEL MCEWAN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MCEWAN JOEL A Manager 525 MAIN ST, SAFETY HARBOR, FL, 34695
MCEWAN JOEL A Agent 4986 TURTLE CREEK TRAIL, OLDSMAR, FL, 34677

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2010-09-24 - -
CHANGE OF PRINCIPAL ADDRESS 2007-05-29 525 MAIN ST, SAFETY HARBOR, FL 34695 -
CHANGE OF MAILING ADDRESS 2007-05-29 525 MAIN ST, SAFETY HARBOR, FL 34695 -

Documents

Name Date
Voluntary Dissolution 2010-09-24
ANNUAL REPORT 2009-04-15
ANNUAL REPORT 2008-04-21
ANNUAL REPORT 2007-05-29
ANNUAL REPORT 2006-04-10
ANNUAL REPORT 2005-04-25
ANNUAL REPORT 2004-03-02
Domestic Profit 2003-08-28

Date of last update: 01 Apr 2025

Sources: Florida Department of State