| Entity Name: | FINANCIAL PLANNING CONCEPTS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 17 Sep 2009 (15 years ago) |
| Document Number: | P09000077962 |
| FEI/EIN Number | 010932129 |
| Address: | 1700 South Dixie Highway, Boca Raton, FL, 33432, US |
| Mail Address: | 1700 South Dixie Highway, Boca Raton, FL, 33432, US |
| ZIP code: | 33432 |
| County: | Palm Beach |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FINANCIAL PLANNING CONCEPTS 401(K) PROFIT SHARING PLAN | 2012 | 133259619 | 2013-01-21 | FINANCIAL PLANNING CONCEPTS | 3 | |||||||||||||||||||||||||||||||
|
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| Administrator’s EIN | 133259619 |
| Plan administrator’s name | FINANCIAL PLANNING CONCEPTS |
| Plan administrator’s address | 3296 N. FEDERAL HWY., #11396, FORT LAUDERDALE, FL, 33339 |
| Administrator’s telephone number | 9546309035 |
Signature of
| Role | Plan administrator |
| Date | 2013-01-21 |
| Name of individual signing | CLIFFORD MAHER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1990-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9546309035 |
| Plan sponsor’s address | 2000 EAST OAKLAND PARK BLVD., SUITE, FORT LAUDERDALE, FL, 33306 |
Plan administrator’s name and address
| Administrator’s EIN | 133259619 |
| Plan administrator’s name | FINANCIAL PLANNING CONCEPTS |
| Plan administrator’s address | 2000 EAST OAKLAND PARK BLVD., SUITE, FORT LAUDERDALE, FL, 33306 |
| Administrator’s telephone number | 9546309035 |
Signature of
| Role | Plan administrator |
| Date | 2012-04-05 |
| Name of individual signing | CLIFFORD MAHER |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1990-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9546309035 |
| Plan sponsor’s address | 2000 EAST OAKLAND PARK BLVD., SUITE, FORT LAUDERDALE, FL, 33306 |
Plan administrator’s name and address
| Administrator’s EIN | 133259619 |
| Plan administrator’s name | FINANCIAL PLANNING CONCEPTS |
| Plan administrator’s address | 2000 EAST OAKLAND PARK BLVD., SUITE, FORT LAUDERDALE, FL, 33306 |
| Administrator’s telephone number | 9546309035 |
Signature of
| Role | Plan administrator |
| Date | 2011-06-01 |
| Name of individual signing | CLIFFORD MAHER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| FILKINS ERIC | Agent | 1700 South Dixie Highway, Boca Raton, FL, 33432 |
| Name | Role | Address |
|---|---|---|
| FILKINS ERIC | Director | 1700 South Dixie Highway, Boca Raton, FL, 33432 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2015-04-30 | 1700 South Dixie Highway, 400, Boca Raton, FL 33432 | No data |
| CHANGE OF MAILING ADDRESS | 2015-04-30 | 1700 South Dixie Highway, 400, Boca Raton, FL 33432 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2015-04-30 | 1700 South Dixie Highway, 400, Boca Raton, FL 33432 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-22 |
| ANNUAL REPORT | 2024-01-31 |
| ANNUAL REPORT | 2023-02-14 |
| ANNUAL REPORT | 2022-01-06 |
| ANNUAL REPORT | 2021-01-11 |
| ANNUAL REPORT | 2020-01-15 |
| ANNUAL REPORT | 2019-04-04 |
| ANNUAL REPORT | 2018-01-14 |
| ANNUAL REPORT | 2017-01-09 |
| ANNUAL REPORT | 2016-01-23 |
Date of last update: 01 Feb 2025
Sources: Florida Department of State
