Search icon

FINANCIAL GUIDANCE GROUP, INC.

Company Details

Entity Name: FINANCIAL GUIDANCE GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 19 Sep 1996 (28 years ago)
Document Number: P96000078354
FEI/EIN Number 593408198
Address: 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683-6200
Mail Address: 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683-6200
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1929349 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683 727-787-7526

Filings since 2024-10-23

Form type 13F-HR
File number 028-22546
Filing date 2024-10-23
Reporting date 2024-09-30
File View File

Filings since 2024-08-13

Form type N-PX
File number 028-22546
Filing date 2024-08-13
Reporting date 2024-06-30
File View File

Filings since 2024-08-07

Form type 13F-HR/A
File number 028-22546
Filing date 2024-08-07
Reporting date 2024-06-30
File View File

Filings since 2024-07-25

Form type 13F-HR
File number 028-22546
Filing date 2024-07-25
Reporting date 2024-06-30
File View File

Filings since 2024-05-01

Form type 13F-HR
File number 028-22546
Filing date 2024-05-01
Reporting date 2024-03-31
File View File

Filings since 2024-01-26

Form type 13F-HR
File number 028-22546
Filing date 2024-01-26
Reporting date 2023-12-31
File View File

Filings since 2023-10-23

Form type 13F-HR
File number 028-22546
Filing date 2023-10-23
Reporting date 2023-09-30
File View File

Filings since 2023-07-26

Form type 13F-HR
File number 028-22546
Filing date 2023-07-26
Reporting date 2023-06-30
File View File

Filings since 2023-04-18

Form type 13F-HR
File number 028-22546
Filing date 2023-04-18
Reporting date 2023-03-31
File View File

Filings since 2023-01-27

Form type 13F-HR
File number 028-22546
Filing date 2023-01-27
Reporting date 2022-12-31
File View File

Filings since 2022-10-25

Form type 13F-HR
File number 028-22546
Filing date 2022-10-25
Reporting date 2022-09-30
File View File

Filings since 2022-07-29

Form type 13F-HR
File number 028-22546
Filing date 2022-07-29
Reporting date 2022-06-30
File View File

Filings since 2022-05-19

Form type 13F-HR
File number 028-22546
Filing date 2022-05-19
Reporting date 2022-03-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2023 593408198 2024-05-02 FINANCIAL GUIDANCE GROUP, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2024-05-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2022 593408198 2023-05-26 FINANCIAL GUIDANCE GROUP, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2021 593408198 2022-05-19 FINANCIAL GUIDANCE GROUP, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2020 593408198 2021-05-26 FINANCIAL GUIDANCE GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2021-05-26
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2019 593408198 2020-06-15 FINANCIAL GUIDANCE GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-06-15
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2018 593408198 2020-05-18 FINANCIAL GUIDANCE GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2020-05-18
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2018 593408198 2019-07-17 FINANCIAL GUIDANCE GROUP, INC. 5
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2019-07-17
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2017 593408198 2018-07-27 FINANCIAL GUIDANCE GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2018-07-27
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP 401(K) PLAN 2016 593408198 2017-07-24 FINANCIAL GUIDANCE GROUP, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-10-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Plan administrator’s name and address

Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE TECHNOLOGIES, INC.
Plan administrator’s address 200 PARK RD, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of

Role Plan administrator
Date 2017-07-24
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FINANCIAL GUIDANCE GROUP, INC. DB PLAN 2014 593408198 2015-07-23 FINANCIAL GUIDANCE GROUP, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 7277877526
Plan sponsor’s address 788 SAMANTHA DRIVE, PALM HARBOR, FL, 34683

Signature of

Role Plan administrator
Date 2015-07-23
Name of individual signing CARL F. VON DEM BUSSCHE, SR.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
VON DEM BUSSCHE CHRISTOPH S Agent 788 SAMANTHA DRIVE, PALM HARBOR, FL, 346836200

Foun

Name Role Address
VON DEM BUSSCHE CARL FSr. Foun 788 SAMANTHA DRIVE, PALM HARBOR, FL, 346836200

Chief Executive Officer

Name Role Address
von dem Bussche Christoph S Chief Executive Officer 788 SAMANTHA DRIVE, PALM HARBOR, FL, 346836200

President

Name Role Address
von dem Bussche Carl FJr. President 788 SAMANTHA DRIVE, PALM HARBOR, FL, 346836200

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-02-01 VON DEM BUSSCHE, CHRISTOPH S No data
CHANGE OF MAILING ADDRESS 2010-02-18 788 SAMANTHA DRIVE, PALM HARBOR, FL 34683-6200 No data

Documents

Name Date
ANNUAL REPORT 2024-02-12
ANNUAL REPORT 2023-02-28
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-02-10
ANNUAL REPORT 2016-02-08
ANNUAL REPORT 2015-02-23

Date of last update: 02 Feb 2025

Sources: Florida Department of State