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  5. SENIORS FINANCIAL PLANNING INC.

SENIORS FINANCIAL PLANNING INC.

Company Details

Entity Name: SENIORS FINANCIAL PLANNING INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 22 Dec 2006 (18 years ago)
Document Number: P06000156147
FEI/EIN Number 208309923
Address: 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US
Mail Address: 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US
ZIP code: 32940
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SENIORS FINANCIAL PLANNING, INC. 401(K) PLAN 2013 208309923 2014-09-23 SENIORS FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212596239
Plan sponsor’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940

Signature of
Role Plan administrator
Date 2014-09-23
Name of individual signing JULIE LEONARD
Valid signature Filed with authorized/valid electronic signature
SENIORS FINANCIAL PLANNING, INC. 401(K) PLAN 2013 208309923 2014-09-23 SENIORS FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212596239
Plan sponsor’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940

Signature of
Role Plan administrator
Date 2014-09-23
Name of individual signing JULIE LEONARD
Valid signature Filed with authorized/valid electronic signature
SENIORS FINANCIAL PLANNING, INC. 401(K) PLAN 2012 208309923 2013-12-12 SENIORS FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212596239
Plan sponsor’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940

Signature of
Role Plan administrator
Date 2013-12-12
Name of individual signing JULIE G LEONARD
Valid signature Filed with authorized/valid electronic signature
SENIORS FINANCIAL PLANNING, INC. 401(K) PLAN 2012 208309923 2013-09-26 SENIORS FINANCIAL PLANNING, INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212596239
Plan sponsor’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940

Signature of
Role Plan administrator
Date 2013-09-26
Name of individual signing JULIE G. LEONARD
Valid signature Filed with authorized/valid electronic signature
SENIORS FINANCIAL PLANNING, INC. 401(K) PLAN 2011 208309923 2012-06-14 SENIORS FINANCIAL PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212596239
Plan sponsor’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940

Plan administrator’s name and address
Administrator’s EIN 208309923
Plan administrator’s name SENIORS FINANCIAL PLANNING, INC.
Plan administrator’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940
Administrator’s telephone number 3212596239

Signature of
Role Plan administrator
Date 2012-06-14
Name of individual signing JULIE G. LEONARD
Valid signature Filed with authorized/valid electronic signature
SENIORS FINANCIAL PLANNING, INC. 401(K) PLAN 2010 208309923 2011-10-13 SENIORS FINANCIAL PLANNING, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212596239
Plan sponsor’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940

Plan administrator’s name and address
Administrator’s EIN 208309923
Plan administrator’s name SENIORS FINANCIAL PLANNING, INC.
Plan administrator’s address 2955 PINEDA CAUSEWAY, SUITE 104, MELBOURNE, FL, 32940
Administrator’s telephone number 3212596239

Signature of
Role Plan administrator
Date 2011-10-13
Name of individual signing JULIE G. LEONARD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LEONARD JEFFREY M Agent 2955 Pineda Plaza Way, MELBOURNE, FL, 32940

President

Name Role Address
LEONARD JEFFREY M President 2955 Pineda Plaza Way, MELBOURNE, FL, 32940

Vice President

Name Role Address
LEONARD JULIE G Vice President 2955 Pineda Plaza Way, MELBOURNE, FL, 32940

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G14000038227 LEONARD FINANCIAL GROUP EXPIRED 2014-04-16 2024-12-31 No data 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-03-04 2955 Pineda Plaza Way, Suite 126, MELBOURNE, FL 32940 No data
CHANGE OF PRINCIPAL ADDRESS 2016-06-03 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL 32940 No data
CHANGE OF MAILING ADDRESS 2016-06-03 2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL 32940 No data

Documents

Name Date
ANNUAL REPORT 2024-02-02
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-02-03
ANNUAL REPORT 2021-03-04
ANNUAL REPORT 2020-02-11
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-03-14
AMENDED ANNUAL REPORT 2016-06-03
ANNUAL REPORT 2016-01-21

Related by officers

LEONARD JEFFREY M

CHANEY PROPERTIES, LLC SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC

LEONARD JULIE G

CHANEY PROPERTIES, LLC SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC

Related by address

2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US

SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC

2955 PINEDA PLAZA WAY, 126, MELBOURNE, FL, 32940, US

SENIORS FINANCIAL PLANNING ASSET MANAGEMENT, LLC

Date of last update: 02 Jan 2025

Sources: Florida Department of State

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