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  5. WHELCHEL PARTNERS, INC.

WHELCHEL PARTNERS, INC.

Company Details

Entity Name: WHELCHEL PARTNERS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 02 Apr 2008 (17 years ago)
Date of dissolution: 27 Oct 2010 (14 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 27 Oct 2010 (14 years ago)
Document Number: P08000033985
FEI/EIN Number 261783013
Address: 1090 SW PEPPERRIDGE TERRACE, BOCA RATON, FL, 33486
Mail Address: 1090 SW PEPPERRIDGE TERRACE, BOCA RATON, FL, 33486
ZIP code: 33486
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE OPEN 401K MEP WHELCHEL PARTNERS, INC. 2021 272963168 2022-07-27 WHELCHEL PARTNERS INC. 2
File View Page
Three-digit plan number (PN) 338
Effective date of plan 2020-12-11
Business code 531210
Sponsor’s telephone number 5619396636
Plan sponsor’s address 980 N. FEDERAL HIGHWAY, SUITE 400, BOCA RATON, FL, 33432

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
THE OPEN 401K MEP WHELCHEL PARTNERS, INC. 2020 272963168 2021-10-06 WHELCHEL PARTNERS INC. 2
File View Page
Three-digit plan number (PN) 338
Effective date of plan 2020-12-11
Business code 531210
Sponsor’s telephone number 5619396636
Plan sponsor’s address 980 N. FEDERAL HIGHWAY, SUITE 400, BOCA RATON, FL, 33432

Plan administrator’s name and address
Administrator’s EIN 813799174
Plan administrator’s name FIDUCIARY WISE, LLC
Plan administrator’s address 2487 SOUTH GILBERT ROAD, SUITE 106-455, GILBERT, AZ, 85295
Administrator’s telephone number 4808554017

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing KRISTI DALLEY
Valid signature Filed with authorized/valid electronic signature
THE WEALTHY AND WISE 401K PLAN 2020 272963168 2021-09-10 WHELCHEL PARTNERS INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 5619396636
Plan sponsor’s address 980 N. FEDERAL HIGHWAY, SUITE 110, BOCA RATON, FL, 33432

Plan administrator’s name and address
Administrator’s EIN 452945096
Plan administrator’s name ERISA WISE, LLC
Plan administrator’s address PO BOX 1002, MACKINAW, IL, 61755
Administrator’s telephone number 9253376069

Signature of
Role Plan administrator
Date 2021-09-10
Name of individual signing STEPHANIE BANISTER
Valid signature Filed with authorized/valid electronic signature
THE WEALTHY AND WISE 401K PLAN 2019 272963168 2020-10-04 WHELCHEL PARTNERS INC. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 5619396636
Plan sponsor’s address 980 N. FEDERAL HIGHWAY, SUITE 110, BOCA RATON, FL, 33432

Plan administrator’s name and address
Administrator’s EIN 452945096
Plan administrator’s name ERISA WISE, LLC
Plan administrator’s address PO BOX 1002, MACKINAW, IL, 61755
Administrator’s telephone number 9253376069

Signature of
Role Plan administrator
Date 2020-10-04
Name of individual signing STEPHANIE BANISTER
Valid signature Filed with authorized/valid electronic signature
THE WEALTHY AND WISE 401K PLAN 2018 272963168 2019-08-16 WHELCHEL PARTNERS INC. 3
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 5619396636
Plan sponsor’s address 980 N. FEDERAL HIGHWAY, SUITE 110, BOCA RATON, FL, 33432

Plan administrator’s name and address
Administrator’s EIN 452945096
Plan administrator’s name ERISA WISE, LLC
Plan administrator’s address PO BOX 1002, MACKINAW, IL, 61755
Administrator’s telephone number 9253376069

Signature of
Role Plan administrator
Date 2019-08-16
Name of individual signing STEPHANIE BANISTER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WELCHEL, JR. JOHN DAVIS Agent 1090 SW PEPPERRIDGE TERRACE, BOCA RATON, FL, 33486

Director

Name Role Address
WELCHEL, JR. JOHN DAVIS Director 1090 SW PEPPERRIDGE TERRACE, BOCA RATON, FL, 33486

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2010-10-27 No data No data
NAME CHANGE AMENDMENT 2010-06-14 WHELCHEL PARTNERS, INC. No data

Documents

Name Date
Voluntary Dissolution 2010-10-27
Name Change 2010-06-14
ANNUAL REPORT 2010-04-02
ANNUAL REPORT 2009-06-30
Domestic Profit 2008-04-02

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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