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  5. FINANCIAL PLANNING INVESTMENT GROUP, INC.

FINANCIAL PLANNING INVESTMENT GROUP, INC. - Florida Company Profile

Company Details

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

FINANCIAL PLANNING INVESTMENT 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: 18 Jan 1996 (29 years ago)
Document Number: P96000006747
FEI/EIN Number 650648310

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

Key Officers & Management

Name Role Address
POST RENEE S President 1615 FORUM PLACE, STE 1A, WEST PALM BEACH, FL, 33401
Post Tracy Secretary 1615 FORUM PLACE SUITE 1A, WEST PALM BEACH, FL, 33401
PILOTTE FRANK T Agent 11300 US HWY. #1, PALM BEACH GARDENS, FL, 33408

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2010-02-19 1615 FORUM PLACE, STE. 1A, WEST PALM BEACH, FL 33401 -
CHANGE OF MAILING ADDRESS 2010-02-19 1615 FORUM PLACE, STE. 1A, WEST PALM BEACH, FL 33401 -
REGISTERED AGENT ADDRESS CHANGED 2009-03-20 11300 US HWY. #1, SUITE 401, PALM BEACH GARDENS, FL 33408 -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8355377006 2020-04-08 0455 PPP 1615 FORUM PL A, WEST PALM BEACH, FL, 33401-2267
Loan Status Date 2021-02-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 78752
Loan Approval Amount (current) 78752
Undisbursed Amount 0
Franchise Name -
Lender Location ID 124448
Servicing Lender Name Flagler Bank
Servicing Lender Address 1801 Forest Hill Blvd, WEST PALM BEACH, FL, 33406-6021
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WEST PALM BEACH, PALM BEACH, FL, 33401-2267
Project Congressional District FL-20
Number of Employees 8
NAICS code 541611
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 124448
Originating Lender Name Flagler Bank
Originating Lender Address WEST PALM BEACH, FL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 79325.92
Forgiveness Paid Date 2021-01-07

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Post Tracy

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Companies related by address

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

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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