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  5. NOVA WEALTH MANAGEMENT, INC.

NOVA WEALTH MANAGEMENT, INC.

Company Details

Entity Name: NOVA WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 29 Dec 2011 (13 years ago)
Document Number: P11000109210
FEI/EIN Number 45-4136167
Address: 24311 Walden Center Dr., BONITA SPRINGS, FL, 34134, US
Mail Address: 24311 Walden Center Dr, BONITA SPRINGS, FL, 34134, US
ZIP code: 34134
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NOVA WEALTH MANAGEMENT 401K PLAN 2023 454136167 2024-07-08 NOVA WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 24311 WALDEN CENTER DR. #200, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2024-07-08
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-07-08
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2022 454136167 2023-07-12 NOVA WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 24311 WALDEN CENTER DR. #200, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2023-07-12
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-12
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2021 454136167 2022-06-21 NOVA WEALTH MANAGEMENT 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 24311 WALDEN CENTER DR. #200, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2022-06-21
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-21
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2020 454136167 2021-04-12 NOVA WEALTH MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 24311 WALDEN CENTER DR. #200, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2021-04-12
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-12
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2019 454136167 2020-06-03 NOVA WEALTH MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 28089 VANDERBILT DR STE 103, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2020-06-03
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-03
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2018 454136167 2019-06-17 NOVA WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 28089 VANDERBILT DR STE 103, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2019-06-17
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-06-17
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2017 454136167 2018-06-13 NOVA WEALTH MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 28089 VANDERBILT DR STE 103, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2018-06-08
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-13
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2016 454136167 2017-09-19 NOVA WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 28089 VANDERBILT DR STE 103, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2017-02-13
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-19
Name of individual signing JAMES NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature
NOVA WEALTH MANAGEMENT 401K PLAN 2015 454136167 2016-08-17 NOVA WEALTH MANAGEMENT 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 523900
Sponsor’s telephone number 2394441794
Plan sponsor’s address 28089 VANDERBILT DR STE 103, BONITA SPRINGS, FL, 34134
NOVA WEALTH MANAGEMENT 401K PLAN 2014 454136167 2015-04-06 NOVA WEALTH MANAGEMENT 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-07-01
Business code 812990
Sponsor’s telephone number 2394441794
Plan sponsor’s address 28089 VANDERBILT DR STE 103, BONITA SPRINGS, FL, 34134

Signature of
Role Plan administrator
Date 2015-04-06
Name of individual signing AMY NOVAKOVICH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
NOVAKOVICH AMY C Agent 24311 Walden Center Dr., BONITA SPRINGS, FL, 34134

DCPS

Name Role Address
NOVAKOVICH III JAMES P DCPS 24311 Walden Center Dr., BONITA SPRINGS, FL, 34134

Director

Name Role Address
NOVAKOVICH AMY C Director 24311 Walden Center Dr., BONITA SPRINGS, FL, 34134

Chief Executive Officer

Name Role Address
NOVAKOVICH AMY C Chief Executive Officer 24311 Walden Center Dr., BONITA SPRINGS, FL, 34134

Treasurer

Name Role Address
NOVAKOVICH AMY C Treasurer 24311 Walden Center Dr., BONITA SPRINGS, FL, 34134

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G12000015949 NOVA WEALTH MANAGEMENT EXPIRED 2012-02-16 2017-12-31 No data 27499 RIVERVIEW CENTER BLVD., SUITE 102, BONITA SPRINGS, FL, 34134

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-03-19 24311 Walden Center Dr., Suite 200, BONITA SPRINGS, FL 34134 No data
CHANGE OF MAILING ADDRESS 2020-03-19 24311 Walden Center Dr., Suite 200, BONITA SPRINGS, FL 34134 No data
REGISTERED AGENT ADDRESS CHANGED 2020-03-19 24311 Walden Center Dr., Suite 200, BONITA SPRINGS, FL 34134 No data
REGISTERED AGENT NAME CHANGED 2014-01-14 NOVAKOVICH, AMY C No data

Documents

Name Date
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-01-28
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-16
ANNUAL REPORT 2016-03-04
ANNUAL REPORT 2015-01-30

Related by officers

NOVAKOVICH AMY C

NOVA FAMILY HOLDINGS, LLC

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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