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TREASURE COAST FINANCIAL PLANNING, INC.

Company Details

Entity Name: TREASURE COAST FINANCIAL PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 14 Feb 1996 (29 years ago)
Document Number: P96000014272
FEI/EIN Number 650654553
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
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Filings since 2024-08-09

Form type N-PX
File number 028-22232
Filing date 2024-08-09
Reporting date 2024-06-30
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Filings since 2024-07-22

Form type 13F-HR
File number 028-22232
Filing date 2024-07-22
Reporting date 2024-06-30
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Filings since 2024-04-26

Form type 13F-HR
File number 028-22232
Filing date 2024-04-26
Reporting date 2024-03-31
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Filings since 2024-02-01

Form type 13F-HR
File number 028-22232
Filing date 2024-02-01
Reporting date 2023-12-31
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Filings since 2023-11-06

Form type 13F-HR
File number 028-22232
Filing date 2023-11-06
Reporting date 2023-09-30
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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
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Filings since 2023-02-07

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

Agent

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

President

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

Date of last update: 01 Feb 2025

Sources: Florida Department of State