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WEALTH AND INCOME STRATEGIES INC. - Florida Company Profile

Company Details

Entity Name: WEALTH AND INCOME STRATEGIES INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

WEALTH AND INCOME STRATEGIES 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: 08 Jun 2011 (14 years ago)
Document Number: P11000053871
FEI/EIN Number 452509129

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 50 SE 16TH AVENUE, OCALA, FL, 34471, US
Mail Address: 50 SE 16TH AVENUE, OCALA, FL, 34471, US
ZIP code: 34471
County: Marion
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
NADEAU KENNETH R President 50 SE 16TH AVENUE, OCALA, FL, 34471
NADEAU KENNETH R Agent 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 -
REGISTERED AGENT ADDRESS CHANGED 2018-04-11 50 SE 16TH AVENUE, OCALA, FL 34471 -
CHANGE OF PRINCIPAL ADDRESS 2012-04-18 50 SE 16TH AVENUE, OCALA, FL 34471 -

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: 01 May 2025

Sources: Florida Department of State