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T A WEALTH MANAGEMENT, INC.

T A WEALTH MANAGEMENT, INC.

Company Details

Entity Name:	T A WEALTH MANAGEMENT, INC.
Jurisdiction:	FLORIDA
Filing Type:	Domestic Profit
Status:	Active
Date Filed:	02 Jun 2014 (11 years ago)
Document Number:	P14000048336
FEI/EIN Number	26-4215671
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

Agent

Name	Role
NRAI SERVICES, INC.	Agent

President

Name	Role	Address
AGOSTINELLI THOMAS	President	13292 Pelto Street, VENICE, FL, 34293

Director

Name	Role	Address
AGOSTINELLI THOMAS	Director	13292 Pelto Street, VENICE, FL, 34293

Events

Event Type	Filed Date	Value	Description
CHANGE OF MAILING ADDRESS	2020-01-22	13292 Pelto Street Venice, VENICE, FL 34293	No data
CHANGE OF PRINCIPAL ADDRESS	2016-02-17	13292 Pelto Street Venice, VENICE, FL 34293	No data

Documents

Name	Date
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
ANNUAL REPORT	2015-02-10
Domestic Profit	2014-06-02

Date of last update: 02 Feb 2025

Sources: Florida Department of State