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  5. T A WEALTH MANAGEMENT, INC.

T A WEALTH MANAGEMENT, INC. - Florida Company Profile

Company Details

Entity Name: T A WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

T A WEALTH 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: 02 Jun 2014 (11 years ago)
Document Number: P14000048336
FEI/EIN Number 26-4215671

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 13292 Pelto Street Venice, VENICE, FL, 34293, US
Mail Address: 13292 Pelto Street, Venice, FL, 34293, US
ZIP code: 34293
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 264215671 2024-01-16 T. A. WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13292 PELTO STREET, VENICE, FL, 34293
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 264215671 2023-08-07 T. A. WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13292 PELTO STREET, VENICE, FL, 34293
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2021 264215671 2022-02-21 T. A. WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13292 PELTO STREET, VENICE, FL, 34293
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 264215671 2021-06-30 T. A. WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13292 PELTO STREET, VENICE, FL, 34293
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 264215671 2020-08-18 T. A. WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13292 PELTO STREET, VENICE, FL, 34293
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2018 264215671 2019-03-19 T. A. WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13921 NEVIANO STREET, VENICE, FL, 34293
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2017 264215671 2018-03-20 T. A. WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13921 NEVIANO STREET, VENICE, FL, 34293
T. A. WEALTH MANAGEMENT, INC. 401(K) PLAN 2016 264215671 2017-07-25 T. A. WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 8558668296
Plan sponsor’s address 13921 NEVIANO STREET, VENICE, FL, 34293

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing TOM AGOSTINELLI
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
AGOSTINELLI THOMAS President 13292 Pelto Street, VENICE, FL, 34293
AGOSTINELLI THOMAS Director 13292 Pelto Street, VENICE, FL, 34293
NRAI SERVICES, INC. Agent -

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2020-01-22 13292 Pelto Street Venice, VENICE, FL 34293 -
CHANGE OF PRINCIPAL ADDRESS 2016-02-17 13292 Pelto Street Venice, VENICE, FL 34293 -

Documents

Name Date
ANNUAL REPORT 2025-02-11
ANNUAL REPORT 2024-02-19
ANNUAL REPORT 2023-02-10
ANNUAL REPORT 2022-01-30
ANNUAL REPORT 2021-01-26
ANNUAL REPORT 2020-01-22
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-19
ANNUAL REPORT 2017-02-10
ANNUAL REPORT 2016-02-17

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Companies related by address

No other companies in our directory share the same address as T A WEALTH MANAGEMENT, INC.

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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