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  5. JPS WEALTH MANAGEMENT, INC

JPS WEALTH MANAGEMENT, INC - Florida Company Profile

Company Details

Entity Name: JPS WEALTH MANAGEMENT, INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

JPS 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: 01 Dec 2016 (8 years ago)
Document Number: P16000095394
FEI/EIN Number 81-4598266

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1880 N CONGRESS AVE, STE 205, BOYNTON BEACH, FL, 33426, US
Mail Address: 1880 N CONGRESS AVE, STE 205, BOYNTON BEACH, FL, 33426, US
ZIP code: 33426
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JPS WEALTH MANAGEMENT 401(K) PLAN 2023 814598266 2024-05-10 JPS WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 5615369090
Plan sponsor’s address 1880 N CONGRESS AVE, STE. 205, BOYNTON BEACH, FL, 33426
JPS WEALTH MANAGEMENT 401(K) PLAN 2022 814598266 2023-05-27 JPS WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 5615369090
Plan sponsor’s address 1880 N CONGRESS AVE, STE. 205, BOYNTON BEACH, FL, 33426
JPS WEALTH MANAGEMENT 401(K) PLAN 2021 814598266 2022-08-01 JPS WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 5617335571
Plan sponsor’s address 1700 W. WOOLBRIGHT RD., STE. 6, BOYNTON BEACH, FL, 33426
JPS WEALTH MANAGEMENT 401(K) PLAN 2021 814598266 2022-05-03 JPS WEALTH MANAGEMENT, INC. 4
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 5617335571
Plan sponsor’s address 1700 W. WOOLBRIGHT RD., STE. 6, BOYNTON BEACH, FL, 33426

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491
JPS WEALTH MANAGEMENT 401(K) PLAN 2020 814598266 2021-05-21 JPS WEALTH MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 561110
Sponsor’s telephone number 5617335571
Plan sponsor’s address 1700 W. WOOLBRIGHT RD., STE. 6, BOYNTON BEACH, FL, 33426

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-05-21
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
STAMM JASON P President 1880 N CONGRESS AVE, BOYNTON BEACH, FL, 33426
STAMM JASON P Agent 1880 N CONGRESS AVE, BOYNTON BEACH, FL, 33426

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-26 1880 N CONGRESS AVE, STE 205, BOYNTON BEACH, FL 33426 -
CHANGE OF MAILING ADDRESS 2023-01-26 1880 N CONGRESS AVE, STE 205, BOYNTON BEACH, FL 33426 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-26 1880 N CONGRESS AVE, STE 205, BOYNTON BEACH, FL 33426 -

Documents

Name Date
ANNUAL REPORT 2025-01-17
ANNUAL REPORT 2024-02-14
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-22
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-01-31
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-02-07
Domestic Profit 2016-12-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1100397106 2020-04-09 0455 PPP 1700 W Woolbright Rd Ste 6, BOYNTON BEACH, FL, 33426-6320
Loan Status Date 2021-04-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 33875
Loan Approval Amount (current) 33875
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOYNTON BEACH, PALM BEACH, FL, 33426-6320
Project Congressional District FL-22
Number of Employees 4
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 194093
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address CHICAGO, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 34185.77
Forgiveness Paid Date 2021-03-17

Companies related by officers

STAMM JASON P

JPS ACCOUNTING & TAX ADVISORY, INC - Active
Domestic Profit (2016 )
JPS ACCOUNTING & TAX ADVISORY, INC - Active
Domestic Profit (2016 )

Companies related by address

1880 N CONGRESS AVE, STE 205, BOYNTON BEACH, FL, 33426, US

1880 CONGRESS 205 LLC JPS ACCOUNTING & TAX ADVISORY, INC

1880 N CONGRESS AVE, STE 205, BOYNTON BEACH, FL, 33426, US

1880 CONGRESS 205 LLC JPS ACCOUNTING & TAX ADVISORY, INC

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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