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  5. WILLIAMS WEALTH MANAGEMENT GROUP, INC.

WILLIAMS WEALTH MANAGEMENT GROUP, INC. - Florida Company Profile

Company Details

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

WILLIAMS WEALTH MANAGEMENT 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: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 12 Jan 2007 (18 years ago)
Document Number: P07000006137
FEI/EIN Number 208281958

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2328 Manatee Ave West, BRADENTON, FL, 34205, US
Mail Address: 2328 Manatee Ave West, BRADENTON, FL, 34205, US
ZIP code: 34205
County: Manatee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN 2023 208281958 2024-09-06 WILLIAMS WEALTH MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9417564500
Plan sponsor’s address 2328 MANATEE AVENUE WEST, BRADENTON, FL, 34205
WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN 2022 208281958 2023-07-18 WILLIAMS WEALTH MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9417564500
Plan sponsor’s address 2328 MANATEE AVENUE WEST, BRADENTON, FL, 34205
WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN 2021 208281958 2022-07-18 WILLIAMS WEALTH MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9417564500
Plan sponsor’s address 2328 MANATEE AVENUE WEST, BRADENTON, FL, 34205
WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN 2020 208281958 2021-07-22 WILLIAMS WEALTH MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9417564500
Plan sponsor’s address 2328 MANATEE AVENUE WEST, BRADENTON, FL, 34205

Plan administrator’s name and address
Administrator’s EIN 810733839
Plan administrator’s name FIDUCIARY SHIELD
Plan administrator’s address 2328 MANATEE AVENUE WEST, SUITE 100, BRADENTON, FL, 34205
Administrator’s telephone number 9417614015
WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN 2019 208281958 2020-07-09 WILLIAMS WEALTH MANAGEMENT GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9417564500
Plan sponsor’s address 2328 MANATEE AVENUE WEST, BRADENTON, FL, 34205

Plan administrator’s name and address
Administrator’s EIN 810733839
Plan administrator’s name FIDUCIARY SHIELD
Plan administrator’s address 2328 MANATEE AVENUE WEST, SUITE 100, BRADENTON, FL, 34205
Administrator’s telephone number 9417614015
WILLIAMS WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN 2018 208281958 2019-07-25 WILLIAMS WEALTH MANAGEMENT GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9417564500
Plan sponsor’s address 3639 CORTEZ ROAD WEST, SUITE 225, BRADENTON, FL, 34210

Key Officers & Management

Name Role Address
Williams Derek Agent 2328 Manatee Ave West, BRADENTON, FL, 34205
WILLIAMS DEREK R President 2328 Manatee Ave West, BRADENTON, FL, 34205

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-01-09 2328 Manatee Ave West, BRADENTON, FL 34205 -
CHANGE OF PRINCIPAL ADDRESS 2020-01-20 2328 Manatee Ave West, BRADENTON, FL 34205 -
CHANGE OF MAILING ADDRESS 2020-01-20 2328 Manatee Ave West, BRADENTON, FL 34205 -
REGISTERED AGENT NAME CHANGED 2013-03-25 Williams, Derek R -

Documents

Name Date
ANNUAL REPORT 2025-01-24
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-01-21
ANNUAL REPORT 2022-01-07
ANNUAL REPORT 2021-01-09
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-01-07
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-06
ANNUAL REPORT 2016-01-14

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
3670155004 Small Business Administration 59.012 - 7(A) LOAN GUARANTEES - - TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Recipient WILLIAMS WEALTH MANAGEMENT GROUP INC
Recipient Name Raw WILLIAMS WEALTH MANAGEMENT GROUP INC
Recipient Address 3639 CORTEZ RD WEST SUITE 22, BRADENTON, MANATEE, FLORIDA, 34210-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 2325.00
Face Value of Direct Loan 75000.00
Link View Page

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3349757101 2020-04-11 0455 PPP 2328 Manatee Avenue West, BRADENTON, FL, 34205-4949
Loan Status Date 2021-05-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 48100
Loan Approval Amount (current) 38100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 464999
Servicing Lender Name BankUnited, National Association
Servicing Lender Address 14817 Oak Lane, MIAMI LAKES, FL, 33016-1517
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address BRADENTON, MANATEE, FL, 34205-4949
Project Congressional District FL-16
Number of Employees 3
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 464999
Originating Lender Name BankUnited, National Association
Originating Lender Address MIAMI LAKES, FL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 38474.65
Forgiveness Paid Date 2021-04-14

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Date of last update: 02 Apr 2025

Sources: Florida Department of State

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