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  5. FINANCIAL PLANNING INVESTMENT GROUP, INC.

FINANCIAL PLANNING INVESTMENT GROUP, INC.

Company Details

Entity Name: FINANCIAL PLANNING INVESTMENT GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 18 Jan 1996 (29 years ago)
Document Number: P96000006747
FEI/EIN Number 650648310
Address: 1615 FORUM PLACE, STE. 1A, WEST PALM BEACH, FL, 33401
Mail Address: 1615 FORUM PLACE, STE. 1A, WEST PALM BEACH, FL, 33401
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2023 650648310 2024-09-18 FINANCIAL PLANNING INVESTMENT GROUP, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2022 650648310 2023-10-10 FINANCIAL PLANNING INVESTMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2021 650648310 2022-09-09 FINANCIAL PLANNING INVESTMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2020 650648310 2021-07-19 FINANCIAL PLANNING INVESTMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2019 650648310 2020-06-12 FINANCIAL PLANNING INVESTMENT GROUP, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2018 650648310 2019-05-10 FINANCIAL PLANNING INVESTMENT GROUP, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2017 650648310 2018-05-09 FINANCIAL PLANNING INVESTMENT GROUP, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2016 650648310 2017-05-18 FINANCIAL PLANNING INVESTMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2015 650648310 2016-04-06 FINANCIAL PLANNING INVESTMENT GROUP, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401
FINANCIAL PLANNING INVESTMENT GROUP INC., 401(K) PLAN 2014 650648310 2015-03-27 FINANCIAL PLANNING INVESTMENT GROUP, INC. 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 5616895724
Plan sponsor’s address 1615 FORUM PLACE, SUITE 1A, WEST PALM BEACH, FL, 33401

Agent

Name Role Address
PILOTTE FRANK T Agent 11300 US HWY. #1, PALM BEACH GARDENS, FL, 33408

President

Name Role Address
POST RENEE S President 1615 FORUM PLACE, STE 1A, WEST PALM BEACH, FL, 33401

Secretary

Name Role Address
Post Tracy Secretary 1615 FORUM PLACE SUITE 1A, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2010-02-19 1615 FORUM PLACE, STE. 1A, WEST PALM BEACH, FL 33401 No data
CHANGE OF MAILING ADDRESS 2010-02-19 1615 FORUM PLACE, STE. 1A, WEST PALM BEACH, FL 33401 No data
REGISTERED AGENT ADDRESS CHANGED 2009-03-20 11300 US HWY. #1, SUITE 401, PALM BEACH GARDENS, FL 33408 No data

Documents

Name Date
ANNUAL REPORT 2025-01-09
ANNUAL REPORT 2024-02-09
AMENDED ANNUAL REPORT 2023-12-08
ANNUAL REPORT 2023-02-15
ANNUAL REPORT 2022-02-23
ANNUAL REPORT 2021-02-18
ANNUAL REPORT 2020-02-18
ANNUAL REPORT 2019-02-26
ANNUAL REPORT 2018-02-26
ANNUAL REPORT 2017-02-13

Related by officers

POST RENEE S

ASSET PLANNING CORPORATION

Post Tracy

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PILOTTE FRANK T

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Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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