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VALUED WEALTH MANAGEMENT, INC. - Florida Company Profile

Company Details

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

VALUED 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: 22 Oct 2019 (6 years ago)
Document Number: P19000082470
FEI/EIN Number 20-1720641

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 5255 N. FEDERAL HWY, BOCA RATON, FL, 33487, US
Mail Address: 5255 N. FEDERAL HWY, BOCA RATON, FL, 33487, US
ZIP code: 33487
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN 2023 201720641 2024-09-25 VALUED WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5613924646
Plan sponsor’s address 5255 N. FEDERAL HWY, SUITE 330, BOCA RATON, FL, 33487
VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN 2022 201720641 2023-08-29 VALUED WEALTH MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5613924646
Plan sponsor’s address 5255 N. FEDERAL HWY, SUITE 330, BOCA RATON, FL, 33487
VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN 2021 201720641 2022-09-19 VALUED WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5613924646
Plan sponsor’s address 5255 N. FEDERAL HWY, SUITE 330, BOCA RATON, FL, 33487
VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN 2020 201720641 2021-06-29 VALUED WEALTH MANAGEMENT, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5613924646
Plan sponsor’s address 5255 N. FEDERAL HWY, SUITE 330, BOCA RATON, FL, 33487
VALUED WEALTH MANAGEMENT, INC. 401(K) PLAN 2019 201720641 2020-07-16 VALUED WEALTH MANAGEMENT, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 5613924646
Plan sponsor’s address 5255 N. FEDERAL HWY, SUITE 330, BOCA RATON, FL, 33487

Key Officers & Management

Name Role Address
FENYVES STEVEN W President 5255 N. FEDERAL HWY, BOCA RATON, FL, 33487
FENYVES STEVEN W Agent 5255 N Federal Hwy, Boca Raton, FL, 33487

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-01-26 5255 N Federal Hwy, Suite 330, Boca Raton, FL 33487 -
CHANGE OF MAILING ADDRESS 2020-09-15 5255 N. FEDERAL HWY, SUITE 330, SUITE 101, BOCA RATON, FL 33487 -
CHANGE OF PRINCIPAL ADDRESS 2020-08-24 5255 N. FEDERAL HWY, SUITE 330, SUITE 101, BOCA RATON, FL 33487 -

Documents

Name Date
ANNUAL REPORT 2025-02-11
ANNUAL REPORT 2024-03-06
ANNUAL REPORT 2023-01-20
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-04
ANNUAL REPORT 2020-01-19
Domestic Profit 2019-10-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6426777007 2020-04-06 0455 PPP 7763 Glades Rd. Suite 101, Boca Raton, FL, 33434
Loan Status Date 2021-03-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 26400
Loan Approval Amount (current) 26400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 455644
Servicing Lender Name Live Oak Banking Company
Servicing Lender Address 1741 Tiburon Dr, WILMINGTON, NC, 28403-6244
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Boca Raton, PALM BEACH, FL, 33434-1603
Project Congressional District FL-23
Number of Employees 3
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 455644
Originating Lender Name Live Oak Banking Company
Originating Lender Address WILMINGTON, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 26564.02
Forgiveness Paid Date 2021-02-16

Date of last update: 01 May 2025

Sources: Florida Department of State