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WILLIAMS WEALTH MANAGEMENT GROUP, INC.

Company Details

Entity Name: WILLIAMS WEALTH MANAGEMENT GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 12 Jan 2007 (18 years ago)
Document Number: P07000006137
FEI/EIN Number 208281958
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

Agent

Name Role Address
Williams Derek Agent 2328 Manatee Ave West, BRADENTON, FL, 34205

President

Name Role Address
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 No data
CHANGE OF PRINCIPAL ADDRESS 2020-01-20 2328 Manatee Ave West, BRADENTON, FL 34205 No data
CHANGE OF MAILING ADDRESS 2020-01-20 2328 Manatee Ave West, BRADENTON, FL 34205 No data
REGISTERED AGENT NAME CHANGED 2013-03-25 Williams, Derek R No data

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

Date of last update: 02 Feb 2025

Sources: Florida Department of State