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  5. LIFESPAN FINANCIAL STRATEGIES, INC.

LIFESPAN FINANCIAL STRATEGIES, INC. - Florida Company Profile

Company Details

Entity Name: LIFESPAN FINANCIAL STRATEGIES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

LIFESPAN FINANCIAL STRATEGIES, 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 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 650741655

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1655 NORTH COMMERCE PARKWAY,, SUITE 203, WESTON, FL, 33326, US
Mail Address: 304 INDIAN TRACE #264, WESTON, FL, 33326, US
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

Key Officers & Management

Name Role Address
WALSH LAURA President 1655 NORTH COMMERCE PARKWAY, SUITE 203, WESTON, FL, 33326
WALSH LAURA Agent 8801 SW 8th Street, Plantation, FL, 33324

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-02-14 WALSH, LAURA -
CHANGE OF PRINCIPAL ADDRESS 2018-01-17 1655 NORTH COMMERCE PARKWAY,, SUITE 203, WESTON, FL 33326 -
REGISTERED AGENT ADDRESS CHANGED 2017-01-09 8801 SW 8th Street, Plantation, FL 33324 -
CHANGE OF MAILING ADDRESS 2016-01-22 1655 NORTH COMMERCE PARKWAY,, SUITE 203, WESTON, FL 33326 -
CANCEL ADM DISS/REV 2007-01-29 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2005-09-16 - -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5623507306 2020-04-30 0455 PPP STE 264 304 INDIAN TRCE, WESTON, FL, 33326
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 87555
Loan Approval Amount (current) 87555
Undisbursed Amount 0
Franchise Name -
Lender Location ID 456756
Servicing Lender Name Cross River Bank
Servicing Lender Address 885 Teaneck Rd, TEANECK, NJ, 07666-4546
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address WESTON, BROWARD, FL, 33326-0001
Project Congressional District FL-25
Number of Employees 6
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 456756
Originating Lender Name Cross River Bank
Originating Lender Address TEANECK, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 88303.42
Forgiveness Paid Date 2021-03-17

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Companies related by address

No other companies in our directory share the same address as LIFESPAN FINANCIAL STRATEGIES, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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