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DODDS WEALTH ADVISORS, INC.

Company Details

Entity Name: DODDS WEALTH ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 19 Jun 2014 (11 years ago)
Document Number: P14000053457
FEI/EIN Number 47-1160715
Address: 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE BEACH, FL, 32250, US
Mail Address: 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE BEACH, FL, 32250, US
ZIP code: 32250
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2023 471160715 2024-08-07 DODDS WEALTH ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE, FL, 32250

Signature of

Role Plan administrator
Date 2024-08-07
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2022 471160715 2023-05-08 DODDS WEALTH ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE, FL, 32250

Signature of

Role Plan administrator
Date 2023-05-08
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2021 471160715 2022-05-13 DODDS WEALTH ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE, FL, 32250

Signature of

Role Plan administrator
Date 2022-05-13
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature
DODDS WEALTH ADVISORS, INC. 401(K) PLAN 2020 471160715 2021-07-02 DODDS WEALTH ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 523900
Sponsor’s telephone number 9048342049
Plan sponsor’s address 1400 MARSH LANDING PKWY., SUITE 105, JACKSONVILLE BEACH, FL, 32250

Signature of

Role Plan administrator
Date 2021-07-02
Name of individual signing BRIAN P. DODDS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DODDS BRIAN P Agent 1400 MARSH LANDING PKWY., JACKSONVILLE BEACH, FL, 32250

President

Name Role Address
DODDS BRIAN P President 1400 MARSH LANDING PKWY. SUITE 105, JACKSONVILLE BEACH, FL, 32250

Vice President

Name Role Address
Dodds Sarah M Vice President 1400 MARSH LANDING PKWY., JACKSONVILLE BEACH, FL, 32250

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-03-26 DODDS, BRIAN P. No data

Documents

Name Date
ANNUAL REPORT 2024-03-26
ANNUAL REPORT 2023-04-20
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-03-26
ANNUAL REPORT 2020-04-10
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-03-06
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-04-19
ANNUAL REPORT 2015-04-17

Date of last update: 02 Feb 2025

Sources: Florida Department of State