Search icon

TREASURE COAST FINANCIAL PLANNING, INC. - Florida Company Profile

Company Details

Entity Name: TREASURE COAST FINANCIAL PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

TREASURE COAST FINANCIAL PLANNING, 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: 14 Feb 1996 (29 years ago)
Document Number: P96000014272
FEI/EIN Number 650654553

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

Address: 545 Beachland Blvd, VERO BEACH, FL, 32963, US
Mail Address: 545 Beachland Blvd, VERO BEACH, FL, 32963, US
ZIP code: 32963
County: Indian River
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1911307 545 BEACHLAND BLVD., VERO BEACH, FL, 32963 545 BEACHLAND BLVD., VERO BEACH, FL, 32963 772-231-1422

Filings since 2024-11-13

Form type 13F-HR
File number 028-22232
Filing date 2024-11-13
Reporting date 2024-09-30
File View File

Filings since 2024-08-09

Form type N-PX
File number 028-22232
Filing date 2024-08-09
Reporting date 2024-06-30
File View File

Filings since 2024-07-22

Form type 13F-HR
File number 028-22232
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-04-26

Form type 13F-HR
File number 028-22232
Filing date 2024-04-26
Reporting date 2024-03-31
File View File

Filings since 2024-02-01

Form type 13F-HR
File number 028-22232
Filing date 2024-02-01
Reporting date 2023-12-31
File View File

Filings since 2023-11-06

Form type 13F-HR
File number 028-22232
Filing date 2023-11-06
Reporting date 2023-09-30
File View File

Filings since 2023-07-21

Form type 13F-HR
File number 028-22232
Filing date 2023-07-21
Reporting date 2023-06-30
File View File

Filings since 2023-05-04

Form type 13F-HR
File number 028-22232
Filing date 2023-05-04
Reporting date 2023-03-31
File View File

Filings since 2023-02-07

Form type 13F-HR
File number 028-22232
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-11-02

Form type 13F-HR
File number 028-22232
Filing date 2022-11-02
Reporting date 2022-09-30
File View File

Filings since 2022-08-02

Form type 13F-HR
File number 028-22232
Filing date 2022-08-02
Reporting date 2022-06-30
File View File

Filings since 2022-05-09

Form type 13F-HR
File number 028-22232
Filing date 2022-05-09
Reporting date 2022-03-31
File View File

Filings since 2022-02-15

Form type 13F-HR
File number 028-22232
Filing date 2022-02-15
Reporting date 2021-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2023 650654553 2024-06-28 TREASURE COAST FINANCIAL PLANNING, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2022 650654553 2023-05-24 TREASURE COAST FINANCIAL PLANNING, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2021 650654553 2022-09-08 TREASURE COAST FINANCIAL PLANNING, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2020 650654553 2021-09-28 TREASURE COAST FINANCIAL PLANNING, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2019 650654553 2020-10-09 TREASURE COAST FINANCIAL PLANNING, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2018 650654553 2019-09-06 TREASURE COAST FINANCIAL PLANNING, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2017 650654553 2018-09-25 TREASURE COAST FINANCIAL PLANNING, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING INC. PROFIT SHARING PLAN AND TRUST 2016 650654553 2017-10-05 TREASURE COAST FINANCIAL PLANNING, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING, INC. PROFIT SHARING PLAN AND TRUST 2015 650654553 2016-07-22 TREASURE COAST FINANCIAL PLANNING, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963
TREASURE COAST FINANCIAL PLANNING, INC. PROFIT SHARING PLAN AND TRUST 2014 650654553 2015-06-15 TREASURE COAST FINANCIAL PLANNING, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 7722311422
Plan sponsor’s address 545 BEACHLAND BLVD., VERO BEACH, FL, 32963

Key Officers & Management

Name Role Address
BASSINI GUY L President 545 Beachland Blvd, Vero Beach, FL, 32963
BASSINI GUY L Agent 545 Beachland Blvd, Vero Beach, FL, 32963

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2025-01-21 BASSINI, GUY L -
REGISTERED AGENT ADDRESS CHANGED 2021-02-10 545 Beachland Blvd, Vero Beach, FL 32963 -
CHANGE OF PRINCIPAL ADDRESS 2013-01-21 545 Beachland Blvd, VERO BEACH, FL 32963 -
CHANGE OF MAILING ADDRESS 2013-01-21 545 Beachland Blvd, VERO BEACH, FL 32963 -

Documents

Name Date
ANNUAL REPORT 2025-01-21
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-02-02
ANNUAL REPORT 2022-01-13
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-03-25
ANNUAL REPORT 2019-03-09
ANNUAL REPORT 2018-03-20
ANNUAL REPORT 2017-02-20
ANNUAL REPORT 2016-02-03

Date of last update: 01 Apr 2025

Sources: Florida Department of State