Search icon

MORRIS FINANCIAL GROUP, INC.

Company Details

Entity Name: MORRIS FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 05 Oct 2018 (6 years ago)
Document Number: P18000084107
FEI/EIN Number 36-4926463
Address: 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976, US
Mail Address: 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976, US
ZIP code: 33976
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MORRIS FINANCIAL GROUP INC 2023 364926463 2024-09-13 MORRIS FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-01
Business code 523900
Sponsor’s telephone number 6602290718
Plan sponsor’s address 3801 37TH ST SW, LEHIGH ACRES, FL, 33976

Signature of

Role Plan administrator
Date 2024-09-13
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
MORRIS FINANCIAL GROUP INC 2022 364926463 2023-09-14 MORRIS FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-01
Business code 523900
Sponsor’s telephone number 6602290718
Plan sponsor’s address 3801 37TH ST SW, LEHIGH ACRES, FL, 33976

Signature of

Role Plan administrator
Date 2023-09-14
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MORRIS SHELDON E Agent 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976

President

Name Role Address
MORRIS SHELDON E President 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-04-12
ANNUAL REPORT 2022-07-15
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-03-22
ANNUAL REPORT 2019-03-28
Domestic Profit 2018-10-05

Date of last update: 02 Feb 2025

Sources: Florida Department of State