Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Miami-Dade
    4. ›
  4. 33146
    5. ›
  5. ASSET PLANNING GROUP, INC.

ASSET PLANNING GROUP, INC.

Company Details

Entity Name: ASSET PLANNING GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 27 Jan 1993 (32 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 23 Aug 2000 (24 years ago)
Document Number: P93000006590
FEI/EIN Number 65-0397092
Address: 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL 33146
Mail Address: 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL 33146
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

Agent

Name Role Address
KOSKY, THOMAS R Agent 1450 Madruga Avenue, Suite # 306 A, Coral Gables, FL 33146

President

Name Role Address
KERKER, HARRIS L President 2000 Banks Road, Suite # 201 - D Margate, FL 33063

Chief Investment Officer

Name Role Address
KOSKY, THOMAS R Chief Investment Officer 1450 Madruga Avenue, Suite # 306 A 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 No data
CHANGE OF PRINCIPAL ADDRESS 2013-04-13 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL 33146 No data
CHANGE OF MAILING ADDRESS 2013-04-13 1450 Madruga Avenue, STE # 306 A, Coral Gables, FL 33146 No data
NAME CHANGE AMENDMENT 2000-08-23 ASSET PLANNING GROUP, INC. No data
REINSTATEMENT 1996-10-24 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 1996-08-23 No data No data
REINSTATEMENT 1994-11-14 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 1994-08-26 No data No data

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

Related by officers

KOSKY, THOMAS R

PHYSICIANS' FINANCIAL STRATEGIES, INC. THE VBT GROUP, INC.

KERKER, HARRIS L

PHYSICIANS' FINANCIAL STRATEGIES, INC.

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated