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STRATEGIC WEALTH PLANNING, INC. - Florida Company Profile

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Company Details

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

Key Officers & Management

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

Form 5500 Series

Employer Identification Number (EIN):
203741670
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
2
Sponsors Telephone Number:

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 -
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

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

Paycheck Protection Program

Date Approved:
2020-06-19
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
75115
Current Approval Amount:
75115
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
75709.75

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Date of last update: 01 Jun 2025

Sources: Florida Department of State