| Entity Name: | TOTAL WEALTH PLANNING AND MANAGEMENT, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
TOTAL WEALTH PLANNING AND MANAGEMENT, 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: | 31 Jan 2012 (13 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 03 Nov 2014 (10 years ago) |
| Document Number: | P12000010301 |
| FEI/EIN Number |
45-4404563
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 520 Fresh Pond Road, PONTE VEDRA BEACH, FL, 32082, US |
| Mail Address: | PO BOX 1903, PONTE VEDRA BEACH, FL, 32004 |
| ZIP code: | 32082 |
| County: | St. Johns |
| Place of Formation: | FLORIDA |
| Name | Role | Address |
|---|---|---|
| TOMES RICHARD | President | 520 Fresh Pond Road, PONTE VEDRA BEACH, FL, 32082 |
| Tomes Kimberly | Vice President | 520 FRESH POND RD, PONTE VEDRA BEACH, FL, 32082 |
| TOMES RICHARD | Agent | 520 FRESH POND RD, PONTE VEDRA BEACH, FL, 32082 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2021-01-11 | 520 Fresh Pond Road, PONTE VEDRA BEACH, FL 32082 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2021-01-11 | 520 FRESH POND RD, PONTE VEDRA BEACH, FL 32082 | - |
| NAME CHANGE AMENDMENT | 2014-11-03 | TOTAL WEALTH PLANNING AND MANAGEMENT, INC. | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-02-08 |
| ANNUAL REPORT | 2024-02-12 |
| ANNUAL REPORT | 2023-01-19 |
| ANNUAL REPORT | 2022-01-24 |
| ANNUAL REPORT | 2021-01-11 |
| ANNUAL REPORT | 2020-01-16 |
| ANNUAL REPORT | 2019-02-07 |
| ANNUAL REPORT | 2018-01-29 |
| ANNUAL REPORT | 2017-02-10 |
| ANNUAL REPORT | 2016-03-02 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7039398001 | 2020-06-30 | 0491 | PPP | 816 A1A N SUITE 205, PONTE VEDRA BEACH, FL, 32082-3212 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
