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  5. FERRELL WEALTH MANAGEMENT, INC.

FERRELL WEALTH MANAGEMENT, INC.

Company Details

Entity Name: FERRELL WEALTH MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 26 Feb 1996 (29 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 23 Aug 2007 (17 years ago)
Document Number: P96000017267
FEI/EIN Number 593369118
Address: 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL, 32789, US
Mail Address: 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL, 32789, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FERRELL WEALTH MANAGEMENT INC. 401(K) SAVINGS PLAN 2019 593369118 2020-10-15 FERRELL WEALTH MANAGEMENT INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541211
Sponsor’s telephone number 4076297008
Plan sponsor’s address 1400 WEST FAIRBANKS AVENUE, SUITE 202, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-15
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature
FERRELL WEALTH MANAGEMENT INC. 401(K) SAVINGS PLAN 2018 593369118 2019-07-12 FERRELL WEALTH MANAGEMENT INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541211
Sponsor’s telephone number 4076297008
Plan sponsor’s address 1400 WEST FAIRBANKS AVENUE, SUITE 202, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2019-07-12
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature
FERRELL WEALTH MANAGEMENT INC. 401(K) SAVINGS PLAN 2017 593369118 2018-09-20 FERRELL WEALTH MANAGEMENT INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541211
Sponsor’s telephone number 4076297008
Plan sponsor’s address 1400 WEST FAIRBANKS AVENUE, SUITE 202, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2018-09-20
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-20
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature
FERRELL WEALTH MANAGEMENT INC. 401(K) SAVINGS PLAN 2016 593369118 2017-06-19 FERRELL WEALTH MANAGEMENT INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541211
Sponsor’s telephone number 4076297008
Plan sponsor’s address 1400 WEST FAIRBANKS AVENUE, SUITE 202, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2017-06-19
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-19
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature
FERRELL WEALTH MANAGEMENT INC. 401(K) SAVINGS PLAN 2015 593369118 2016-09-29 FERRELL WEALTH MANAGEMENT INC. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 541211
Sponsor’s telephone number 4076297008
Plan sponsor’s address 1400 WEST FAIRBANKS AVENUE, SUITE 202, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2016-09-29
Name of individual signing JAMES FERRELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
FERRELL JAMES W Agent 1400 W. FAIRBANKS AVE., WINTER PARK, FL, 32789

President

Name Role Address
FERRELL JAMES W President 1400 W. FAIRBANKS AVE. SUITE 202, WINTER PARK, FL, 32789

Director

Name Role Address
FERRELL JAMES W Director 1400 W. FAIRBANKS AVE. SUITE 202, WINTER PARK, FL, 32789

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2007-08-23 FERRELL WEALTH MANAGEMENT, INC. No data
REGISTERED AGENT ADDRESS CHANGED 2007-07-02 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL 32789 No data
NAME CHANGE AMENDMENT 2000-10-04 CFSE WEALTH MANAGEMENT, INC. No data
CHANGE OF PRINCIPAL ADDRESS 1997-03-21 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL 32789 No data
CHANGE OF MAILING ADDRESS 1997-03-21 1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL 32789 No data

Documents

Name Date
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-01-04
ANNUAL REPORT 2021-01-18
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-03-11
ANNUAL REPORT 2015-01-14

Related by officers

FERRELL JAMES W

FERRELL & KELLY, LLC HARRISON AVENUE INVESTMENT FUND, LLC CPC INVESTMENT FUND, LLC 1731 OAKHURST AVENUE INVESTMENT FUND, LLC CHASTANG, FERRELL, SIMS & EISERMAN, L.L.C. CFSE INSURANCE SERVICES, INC. MORNING STAR CHARITIES, INC. BLUE DAWN CAPITAL MANAGEMENT, LLC COMMERCIAL VEHICLE SERVICES, INC.

Related by address

1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL, 32789, US

SBT INVESTMENT FUND, LLC TFG INVESTMENT FUND, LLC

1400 W. FAIRBANKS AVE., SUITE 202, WINTER PARK, FL, 32789, US

SBT INVESTMENT FUND, LLC TFG INVESTMENT FUND, LLC

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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