Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Lee
    4. ›
  4. 34134
    5. ›
  5. STRATEGIC WEALTH PLANNING, INC.

STRATEGIC WEALTH PLANNING, INC.

Company Details

Entity Name: STRATEGIC WEALTH PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
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
Mail Address: 9220 Bonita Beach Road, Ste 200-12, Bonita Springs, FL 34135
Address: 23850 Via Italia Cir, Unit 603, Bonita Springs, FL 34134
ZIP code: 34134
County: Lee
Place of Formation: FLORIDA

form 5500

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
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 2396537812
Plan sponsor’s address 999 VANDERBILT BEACH RD. STE 200, NAPLES, FL, 34108

Signature of
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
STRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN 2022 203741670 2023-07-25 STRATEGIC WEALTH PLANNING, INC. 3
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
STRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN 2021 203741670 2022-09-06 STRATEGIC WEALTH PLANNING, INC. 3
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
STRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN 2020 203741670 2021-05-24 STRATEGIC WEALTH PLANNING, INC. 3
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
STRATEGIC WEALTH PLANNING INC DEFINED BENEFIT PENSION PLAN 2019 203741670 2020-07-29 STRATEGIC WEALTH PLANNING INC. 2
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

Agent

Name Role Address
BAYARSKI, EDWARD L Agent 9220 Bonita Beach Road, Ste 200-12, Bonita Springs, FL 34135

President

Name Role Address
Bayarski, Kathy L President 23850 Via Italia Circl, Unit 603 Bonita Springs, FL 34134

Vice President

Name Role Address
Bayarski, Kathy L Vice President 23850 Via Italia Circl, Unit 603 Bonita Springs, FL 34134
Bayarski, John Vice President 4860 Cox Road, Suite 200, Glen Allen, VA 23060

Secretary

Name Role Address
Bayarski, Kathy L Secretary 23850 Via Italia Circl, Unit 603 Bonita Springs, FL 34134

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-08-27 9220 Bonita Beach Road, Ste 200-12, Bonita Springs, FL 34135 No data
CHANGE OF PRINCIPAL ADDRESS 2024-08-23 23850 Via Italia Cir, Unit 603, Bonita Springs, FL 34134 No data
CHANGE OF MAILING ADDRESS 2024-08-23 23850 Via Italia Cir, Unit 603, Bonita Springs, FL 34134 No data
CONVERSION 2018-06-20 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS F15000003003. CONVERSION NUMBER 900000183079

Documents

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

Related by officers

BAYARSKI, EDWARD L

STRATEGIC WEALTH PLANNING, INC. STRATEGIC TAX PLANNING, INC.

Bayarski, John

STRATEGIC TAX PLANNING, INC.

Related by address

9220 Bonita Beach Road, Ste 200-12, Bonita Springs, FL 34135

STRATEGIC TAX PLANNING, INC.

Date of last update: 17 Jan 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated