Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Pasco
    4. ›
  4. 34655
    5. ›
  5. WEALTHBUILDERS FINANCIAL GROUP, INC.

WEALTHBUILDERS FINANCIAL GROUP, INC.

Company Details

Entity Name: WEALTHBUILDERS FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 04 Sep 1998 (26 years ago)
Document Number: P98000078446
FEI/EIN Number 593532449
Mail Address: 2154 SEVEN SPRINGS BLVD., NEW PORT RICHEY, FL, 34655
Address: 2154 SEVEN SPRINGS BLVD, NEW PORT RICHEY, FL, 34655
ZIP code: 34655
County: Pasco
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WEALTHBUILDERS FINANCIAL GROUP, INC. PENSION PLAN 2023 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. PENSION PLAN 2023 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. 401(K) PLAN 2023 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. 401(K) PLAN 2023 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BLVD., TRINITY, FL, 346553910

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. PENSION PLAN 2023 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. 401(K) PLAN 2023 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. PENSION PLAN 2023 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. PENSION PLAN 2022 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. 401(K) PLAN 2022 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature
WEALTHBUILDERS FINANCIAL GROUP, INC. 401(K) PLAN 2021 593532449 2024-12-17 WEALTHBUILDERS FINANCIAL GROUP, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 523900
Sponsor’s telephone number 7278430151
Plan sponsor’s address 2154 SEVEN SPRINGS BOULEVARD, TRINITY, FL, 34655

Signature of
Role Plan administrator
Date 2024-12-17
Name of individual signing JAMES M. NOTO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
NOTO JAMES M Agent 2154 SEVEN SPRINGS BLVD., NEW PORT RICHEY, FL, 34655

Director

Name Role Address
NOTO JAMES M Director 690 Island Way Unit 1105, Clearwater, FL, 33767

President

Name Role Address
NOTO JAMES M President 690 Island Way Unit 1105, Clearwater, FL, 33767

Secretary

Name Role Address
NOTO JAMES M Secretary 690 Island Way Unit 1105, Clearwater, FL, 33767

Treasurer

Name Role Address
NOTO JAMES M Treasurer 690 Island Way Unit 1105, Clearwater, FL, 33767

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000058635 WEALTHBUILDERS FINANCIAL GROUP ACTIVE 2018-05-14 2028-12-31 No data 2154 SEVEN SPRINGS BLVD, NEW PORT RICHEY, FL, 34655

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2010-03-23 2154 SEVEN SPRINGS BLVD, NEW PORT RICHEY, FL 34655 No data
REGISTERED AGENT NAME CHANGED 2010-03-23 NOTO, JAMES M No data
REGISTERED AGENT ADDRESS CHANGED 2010-03-23 2154 SEVEN SPRINGS BLVD., NEW PORT RICHEY, FL 34655 No data
CHANGE OF PRINCIPAL ADDRESS 2006-05-03 2154 SEVEN SPRINGS BLVD, NEW PORT RICHEY, FL 34655 No data

Documents

Name Date
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-03-07
ANNUAL REPORT 2022-01-13
ANNUAL REPORT 2021-01-31
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-04-25
ANNUAL REPORT 2018-04-06
ANNUAL REPORT 2017-01-23
ANNUAL REPORT 2016-04-25
ANNUAL REPORT 2015-03-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9400607302 2020-05-02 0455 PPP 2154 SEVEN SPRINGS BLVD, NEW PORT RICHEY, FL, 34655-3910
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21482
Loan Approval Amount (current) 21482
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NEW PORT RICHEY, PASCO, FL, 34655-3910
Project Congressional District FL-12
Number of Employees 3
NAICS code 541990
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 21663.86
Forgiveness Paid Date 2021-03-10
8623128310 2021-01-29 0455 PPS 2154 Seven Springs Blvd, New Port Richey, FL, 34655-3910
Loan Status Date 2021-12-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 21482
Loan Approval Amount (current) 21482
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address New Port Richey, PASCO, FL, 34655-3910
Project Congressional District FL-12
Number of Employees 3
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 21599.71
Forgiveness Paid Date 2021-08-18

Related by officers

No related officers

Related by address

2154 SEVEN SPRINGS BLVD., NEW PORT RICHEY, FL, 34655

PREMIER TITLE OF PASCO, LLC

Date of last update: 02 Feb 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated