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  5. ASSET PLANNING GROUP, INC.

ASSET PLANNING GROUP, INC. - Florida Company Profile

Company Details

Entity Name: ASSET PLANNING GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ASSET PLANNING GROUP, 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: 27 Jan 1993 (32 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 23 Aug 2000 (25 years ago)
Document Number: P93000006590
FEI/EIN Number 650397092

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL, 33146, US
Mail Address: 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL, 33146, US
ZIP code: 33146
County: Miami-Dade
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2023 650397092 2024-03-01 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2022 650397092 2023-03-28 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2021 650397092 2022-06-17 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2020 650397092 2021-07-21 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2019 650397092 2020-05-26 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2018 650397092 2019-05-31 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2017 650397092 2018-06-18 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2016 650397092 2017-08-31 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2015 650397092 2016-09-13 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVE STE 306-A, CORAL GABLES, FL, 331463164
ASSET PLANNING GROUP, INC. RETIREMENT PLAN AND TRUST 2014 650397092 2015-08-17 ASSET PLANNING GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 3056665198
Plan sponsor’s address 1450 MADRUGA AVENUE, SUITE 306-A, CORAL GABLES, FL, 33145

Key Officers & Management

Name Role Address
KERKER HARRIS L President 2000 Banks Road, Margate, FL, 33063
KOSKY THOMAS R Chie 1450 Madruga Avenue, Coral Gables, FL, 33146
KOSKY THOMAS R Agent 1450 Madruga Avenue, Coral Gables, FL, 33146

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2015-04-20 1450 Madruga Avenue, Suite # 306 A, Coral Gables, FL 33146 -
CHANGE OF PRINCIPAL ADDRESS 2013-04-13 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL 33146 -
CHANGE OF MAILING ADDRESS 2013-04-13 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL 33146 -
NAME CHANGE AMENDMENT 2000-08-23 ASSET PLANNING GROUP, INC. -
REINSTATEMENT 1996-10-24 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 1996-08-23 - -
REINSTATEMENT 1994-11-14 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 1994-08-26 - -

Documents

Name Date
ANNUAL REPORT 2024-03-27
ANNUAL REPORT 2023-04-05
ANNUAL REPORT 2022-04-15
ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2020-06-01
ANNUAL REPORT 2019-02-27
ANNUAL REPORT 2018-06-27
ANNUAL REPORT 2017-03-15
ANNUAL REPORT 2016-04-20
ANNUAL REPORT 2015-04-20

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Companies related by address

No other companies in our directory share the same address as ASSET PLANNING GROUP, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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