| Entity Name: | STRATEGIC WEALTH PLANNING, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
STRATEGIC WEALTH PLANNING, 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: | 20 Jun 2018 (7 years ago) |
| Last Event: | CONVERSION |
| Event Date Filed: | 20 Jun 2018 (7 years ago) |
| Document Number: | P18000055140 |
| FEI/EIN Number |
20-3741670
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 23850 Via Italia Cir, Bonita Springs, FL, 34134, US |
| Mail Address: | 9220 Bonita Beach Road, Bonita Springs, FL, 34135, US |
| ZIP code: | 34134 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STRATEGIC WEALTH PLANNING, INC. RETIREMENT PLAN | 2023 | 203741670 | 2024-08-09 | STRATEGIC WEALTH PLANNING, INC. | 3 | |||||||||||||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-08-08 |
| Name of individual signing | EDWARD BAYARSKI |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-08-08 |
| Name of individual signing | EDWARD BAYARSKI |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2013914500 |
| Plan sponsor’s address | 999 VANDERBILT BEACH RD. STE 200, NAPLES, FL, 34108 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2013914500 |
| Plan sponsor’s address | 999 VANDERBILT BEACH RD. STE 200, NAPLES, FL, 34108 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2013914500 |
| Plan sponsor’s address | 999 VANDERBILT BEACH RD. STE 200, NAPLES, FL, 34108 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2396537812 |
| Plan sponsor’s address | 999 VANDERBUILT BEACH ROAD, STE 200, NAPLES, FL, 34108 |
| Name | Role | Address |
|---|---|---|
| Bayarski Kathy L | President | 23850 Via Italia Circl, Bonita Springs, FL, 34134 |
| Bayarski Kathy L | Vice President | 23850 Via Italia Circl, Bonita Springs, FL, 34134 |
| Bayarski John | Vice President | 4860 Cox Road, Suite 200, Glen Allen, VA, 23060 |
| BAYARSKI EDWARD L | Agent | 9220 Bonita Beach Road, Bonita Springs, FL, 34135 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2024-08-27 | 9220 Bonita Beach Road, Ste 200-12, Bonita Springs, FL 34135 | - |
| CHANGE OF PRINCIPAL ADDRESS | 2024-08-23 | 23850 Via Italia Cir, Unit 603, Bonita Springs, FL 34134 | - |
| CHANGE OF MAILING ADDRESS | 2024-08-23 | 23850 Via Italia Cir, Unit 603, Bonita Springs, FL 34134 | - |
| CONVERSION | 2018-06-20 | - | CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS F15000003003. CONVERSION NUMBER 900000183079 |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-02 |
| AMENDED ANNUAL REPORT | 2024-08-27 |
| ANNUAL REPORT | 2024-01-04 |
| ANNUAL REPORT | 2023-01-05 |
| ANNUAL REPORT | 2022-01-03 |
| ANNUAL REPORT | 2021-01-08 |
| ANNUAL REPORT | 2020-01-06 |
| ANNUAL REPORT | 2019-02-01 |
| Domestic Profit | 2018-06-20 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 9353237904 | 2020-06-19 | 0455 | PPP | 999 VANDERBILT BEACH ROAD SUITE 200, NAPLES, FL, 34108-3505 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 01 Apr 2025
Sources: Florida Department of State
