Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Palm Beach
    4. ›
  4. 33406
    5. ›
  5. ASSET MGT. INC.

ASSET MGT. INC.

Company Details

Entity Name: ASSET MGT. INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 05 Oct 2004 (20 years ago)
Document Number: P04000139872
FEI/EIN Number 202136982
Address: 2328 S CONGRESS AVE., 2A, West Palm Beach, FL, 33406, US
Mail Address: 2328 S CONGRESS AVE., 2A, West Palm Beach, FL, 33406, US
ZIP code: 33406
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST 2023 202136982 2024-05-14 ASSET MGT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 5619678400
Plan sponsor’s address 2328 S CONGRESS AVE STE 2A, WEST PALM BEACH, FL, 33406

Signature of
Role Plan administrator
Date 2024-05-14
Name of individual signing KELLI S STRAUB
Valid signature Filed with authorized/valid electronic signature
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST 2022 202136982 2023-07-14 ASSET MGT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 5619678400
Plan sponsor’s address 2328 S CONGRESS AVE STE 2A, WEST PALM BEACH, FL, 33406

Signature of
Role Plan administrator
Date 2023-07-14
Name of individual signing KELLI
Valid signature Filed with authorized/valid electronic signature
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST 2021 202136982 2022-06-28 ASSET MGT INC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 5619678400
Plan sponsor’s address 2328 S CONGRESS AVE STE 2A, WEST PALM BEACH, FL, 33406

Signature of
Role Plan administrator
Date 2022-06-28
Name of individual signing KELLI STRAUB
Valid signature Filed with authorized/valid electronic signature
ASSET MGT INC 401(K) PROFIT SHARING PLAN & TRUST 2020 202136982 2021-10-05 ASSET MGT INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 5619678400
Plan sponsor’s address 2328 S CONGRESS AVE STE 2A, WEST PALM BEACH, FL, 33406

Signature of
Role Plan administrator
Date 2021-10-05
Name of individual signing KELLI STRAUB
Valid signature Filed with authorized/valid electronic signature
ASSET MGT, INC. 401 K PROFIT SHARING PLAN TRUST 2018 202136982 2019-06-20 ASSET MGT INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 5619678400
Plan sponsor’s address 2328 S CONGRESS AVE STE 2A, WEST PALM BEACH, FL, 33406

Signature of
Role Plan administrator
Date 2019-06-20
Name of individual signing KELLI STRAUB
Valid signature Filed with authorized/valid electronic signature
ASSET MGT, INC. 401 K PROFIT SHARING PLAN TRUST 2016 202136982 2017-06-23 ASSET MGT INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 5619678400
Plan sponsor’s address 2135 S. CONGRESS AVENUE, SUITE, WEST PALM BEACH, FL, 33406

Signature of
Role Plan administrator
Date 2017-06-23
Name of individual signing KELLI STRAUB
Valid signature Filed with authorized/valid electronic signature
ASSET MGT, INC. 401 K PROFIT SHARING PLAN TRUST 2015 202136982 2016-05-19 ASSET MGT INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 5619678400
Plan sponsor’s address 2135 S. CONGRESS AVENUE, SUITE, WEST PALM BEACH, FL, 33406

Signature of
Role Plan administrator
Date 2016-05-19
Name of individual signing KELLI STRAUB
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
STRAUB KELLI S Agent 2328 S CONGRESS AVE., 2A, West Palm Beach, FL, 33406

President

Name Role Address
STRAUB KELLI S President 2675 NASSU RD., W. PALM BCH, FL, 33406

Director

Name Role Address
STRAUB KELLI S Director 2675 NASSU RD., W. PALM BCH, FL, 33406

Vice President

Name Role Address
Straub Kelsi J Vice President 2328 S CONGRESS AVE., 2A, West Palm Beach, FL, 33406

Secretary

Name Role Address
Goitia Monica Secretary 2328 S CONGRESS AVE., 2A, West Palm Beach, FL, 33406

Treasurer

Name Role Address
Bichette Lauren Treasurer 2328 S CONGRESS AVE., 2A, West Palm Beach, FL, 33406

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G24000039901 STRAUB INSURANCE SQUAD ACTIVE 2024-03-20 2029-12-31 No data 2328 S CONGRESS AVE STE 2A, WEST PALM BEACH, FL, 33406
G15000042065 JACOBS INSURANCE AGENCY ACTIVE 2015-04-27 2025-12-31 No data 2135 S CONGRESS AVE., #4B, WEST PALM BEACH, FL, 33406

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-03-26 2328 S CONGRESS AVE., 2A, West Palm Beach, FL 33406 No data
CHANGE OF MAILING ADDRESS 2019-03-26 2328 S CONGRESS AVE., 2A, West Palm Beach, FL 33406 No data
REGISTERED AGENT ADDRESS CHANGED 2019-03-26 2328 S CONGRESS AVE., 2A, West Palm Beach, FL 33406 No data
REGISTERED AGENT NAME CHANGED 2017-03-10 STRAUB, KELLI S No data

Documents

Name Date
ANNUAL REPORT 2024-02-20
ANNUAL REPORT 2023-02-10
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-19
ANNUAL REPORT 2020-03-05
ANNUAL REPORT 2019-03-26
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-03-10
ANNUAL REPORT 2016-01-26
ANNUAL REPORT 2015-02-06

Related by officers

STRAUB KELLI S

K & K PROPERTY MGMT SERVICES LLC

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated