Search icon

WEALTH AND INCOME STRATEGIES INC.

Company Details

Entity Name: WEALTH AND INCOME STRATEGIES INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 08 Jun 2011 (14 years ago)
Document Number: P11000053871
FEI/EIN Number 45-2509129
Address: 50 SE 16TH AVENUE, OCALA, FL 34471
Mail Address: 50 SE 16TH AVENUE, OCALA, FL 34471
ZIP code: 34471
County: Marion
Place of Formation: FLORIDA

Agent

Name Role Address
NADEAU, KENNETH R Agent 50 SE 16TH AVENUE, OCALA, FL 34471

President

Name Role Address
NADEAU, KENNETH R President 50 SE 16TH AVENUE, OCALA, FL 34471

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2018-04-11 50 SE 16TH AVENUE, OCALA, FL 34471 No data
REGISTERED AGENT ADDRESS CHANGED 2018-04-11 50 SE 16TH AVENUE, OCALA, FL 34471 No data
CHANGE OF PRINCIPAL ADDRESS 2012-04-18 50 SE 16TH AVENUE, OCALA, FL 34471 No data

Documents

Name Date
ANNUAL REPORT 2024-03-06
ANNUAL REPORT 2023-02-01
ANNUAL REPORT 2022-03-10
ANNUAL REPORT 2021-03-16
ANNUAL REPORT 2020-03-25
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-04-11
ANNUAL REPORT 2017-04-21
ANNUAL REPORT 2016-04-14
ANNUAL REPORT 2015-04-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5224777102 2020-04-13 0491 PPP 50 SE16TH AVE, OCALA, FL, 34471-2521
Loan Status Date 2021-04-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 7118
Loan Approval Amount (current) 7118
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94641
Servicing Lender Name Midflorida CU
Servicing Lender Address 129 S Kentucky Ave, Ste 100, LAKELAND, FL, 33801-5059
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address OCALA, MARION, FL, 34471-2521
Project Congressional District FL-03
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 94641
Originating Lender Name Midflorida CU
Originating Lender Address LAKELAND, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 7185.08
Forgiveness Paid Date 2021-03-26

Date of last update: 23 Feb 2025

Sources: Florida Department of State