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  5. LIFESPAN FINANCIAL STRATEGIES, INC.

LIFESPAN FINANCIAL STRATEGIES, INC.

Company Details

Entity Name: LIFESPAN FINANCIAL STRATEGIES, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 14 Mar 1997 (28 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 29 Jan 2007 (18 years ago)
Document Number: P97000024770
FEI/EIN Number 65-0741655
Address: 1655 NORTH COMMERCE PARKWAY,, SUITE 203, WESTON, FL 33326
Mail Address: 304 INDIAN TRACE #264, WESTON, FL 33326
ZIP code: 33326
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2023 650741655 2024-03-12 LIFESPAN FINANCIAL STRATEGIES, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2022 650741655 2023-06-14 LIFESPAN FINANCIAL STRATEGIES, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2021 650741655 2022-06-07 LIFESPAN FINANCIAL STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2020 650741655 2021-03-03 LIFESPAN FINANCIAL STRATEGIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2019 650741655 2020-02-06 LIFESPAN FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2018 650741655 2019-02-06 LIFESPAN FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2017 650741655 2018-03-26 LIFESPAN FINANCIAL STRATEGIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2016 650741655 2017-03-13 LIFESPAN FINANCIAL STRATEGIES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN 2015 650741655 2016-09-08 LIFESPAN FINANCIAL STRATEGIES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 1655 NORTH COMMERCE PARKWAY STE 301, WESTON, FL, 33326
LIFESPAN FINANCIAL STRATEGIES, INC 401(K) PS PLAN 2014 650741655 2015-06-19 LIFESPAN FINANCIAL STRATEGIES, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 523900
Sponsor’s telephone number 9543857812
Plan sponsor’s address 304 INDIAN TRACE, SUITE 264, WESTON, FL, 33326

Plan administrator’s name and address
Administrator’s EIN 650741655
Plan administrator’s name LIFESPAN FINANCIAL STRATEGIES, INC.
Plan administrator’s address 304 INDIAN TRACE, SUITE 264, WESTON, FL, 33326
Administrator’s telephone number 9543857812

Signature of
Role Plan administrator
Date 2015-06-19
Name of individual signing LAURA WALSH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WALSH, LAURA Agent 8801 SW 8th Street, Plantation, FL 33324

President

Name Role Address
WALSH, LAURA President 1655 NORTH COMMERCE PARKWAY, SUITE 203, WESTON, FL 33326

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-02-14 WALSH, LAURA No data
CHANGE OF PRINCIPAL ADDRESS 2018-01-17 1655 NORTH COMMERCE PARKWAY,, SUITE 203, WESTON, FL 33326 No data
REGISTERED AGENT ADDRESS CHANGED 2017-01-09 8801 SW 8th Street, Plantation, FL 33324 No data
CHANGE OF MAILING ADDRESS 2016-01-22 1655 NORTH COMMERCE PARKWAY,, SUITE 203, WESTON, FL 33326 No data
CANCEL ADM DISS/REV 2007-01-29 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2005-09-16 No data No data

Documents

Name Date
ANNUAL REPORT 2025-01-31
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-01-10
ANNUAL REPORT 2022-01-10
ANNUAL REPORT 2021-01-20
ANNUAL REPORT 2020-01-27
ANNUAL REPORT 2019-02-14
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-22

Related by officers

WALSH, LAURA

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Related by address

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Date of last update: 01 Feb 2025

Sources: Florida Department of State

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