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WEALTHBUILDERS FINANCIAL GROUP, INC. - Florida Company Profile

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Company Details

Entity Name: WEALTHBUILDERS FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 04 Sep 1998 (27 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
City: New Port Richey
County: Pasco
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
NOTO JAMES M Director 690 Island Way Unit 1105, Clearwater, FL, 33767
NOTO JAMES M President 690 Island Way Unit 1105, Clearwater, FL, 33767
NOTO JAMES M Secretary 690 Island Way Unit 1105, Clearwater, FL, 33767
NOTO JAMES M Treasurer 690 Island Way Unit 1105, Clearwater, FL, 33767
NOTO JAMES M Agent 2154 SEVEN SPRINGS BLVD., NEW PORT RICHEY, FL, 34655

Form 5500 Series

Employer Identification Number (EIN):
593532449
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:

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 - 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 -
REGISTERED AGENT NAME CHANGED 2010-03-23 NOTO, JAMES M -
REGISTERED AGENT ADDRESS CHANGED 2010-03-23 2154 SEVEN SPRINGS BLVD., NEW PORT RICHEY, FL 34655 -
CHANGE OF PRINCIPAL ADDRESS 2006-05-03 2154 SEVEN SPRINGS BLVD, NEW PORT RICHEY, FL 34655 -

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

USAspending Awards / Financial Assistance

Date:
2021-11-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
AWARDTYPE: DIRECT LOANS ACTIVITIES TO BE PERFORMED: PROVIDE LOANS TO BUSINESSES IMPACTED BY THE COVID-19 PANDEMIC FOR UNINSURED OR OTHERWISE UNCOMPENSATED ECONOMIC INJURY. DELIVERABLES: LOANS EXPECTED OUTCOMES: EXPECTED OUTCOMES: ENABLE BUSINESSES TO FUND POST-DISASTER ORDINARY AND NECESSARY OPERATING EXPENSES UNTIL NORMAL OPERATIONS RESUME INTENDED BENEFICIARIES: SURVIVORS OF DISASTER SUBRECIPIENT ACTIVITIES: NA
Obligated Amount:
0.00
Face Value Of Loan:
504100.00
Total Face Value Of Loan:
1004100.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
21482.00
Total Face Value Of Loan:
21482.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
21482.00
Total Face Value Of Loan:
21482.00

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$21,482
Date Approved:
2020-05-02
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$21,482
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$21,663.86
Servicing Lender:
Bank of America, National Association
Use of Proceeds:
Payroll: $21,482
Jobs Reported:
3
Initial Approval Amount:
$21,482
Date Approved:
2021-01-29
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$21,482
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$21,599.71
Servicing Lender:
Bank of America, National Association
Use of Proceeds:
Payroll: $21,480
Utilities: $1

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Date of last update: 02 Aug 2025

Sources: Florida Department of State