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  5. WALTERS FINANCIAL SERVICES, INC.

WALTERS FINANCIAL SERVICES, INC.

Company Details

Entity Name: WALTERS FINANCIAL SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 13 Dec 1999 (25 years ago)
Document Number: P99000107365
FEI/EIN Number 593618759
Address: 5266 Office Park Boulevard, Suite 204, Bradenton, FL, 34203, US
Mail Address: 5266 Office Park Boulevard, Suite 204, Bradenton, FL, 34203, US
ZIP code: 34203
County: Manatee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WALTERS FINANCIAL SERVICES 401(K) PLAN 2023 593618759 2024-06-19 WALTERS FINANCIAL SERVICES INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203
WALTERS FINANCIAL SERVICES 401(K) PLAN 2022 593618759 2023-10-09 WALTERS FINANCIAL SERVICES INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203
WALTERS FINANCIAL SERVICES 401K PLAN 2021 593618759 2023-10-03 WALTERS FINANCIAL SERVICES INC 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2023-10-03
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature
WALTERS FINANCIAL SERVICES 401K PLAN 2020 593618759 2021-06-10 WALTERS FINANCIAL SERVICES INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2021-06-10
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature
WALTERS FINANCIAL SERVICES 401K PLAN 2019 593618759 2020-07-16 WALTERS FINANCIAL SERVICES INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2020-07-08
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature
WALTERS FINANCIAL SERVICES 401K PLAN 2018 593618759 2019-11-05 WALTERS FINANCIAL SERVICES INC 7
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2019-11-05
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature
WALTERS FINANCIAL SERVICES 401K PLAN 2018 593618759 2019-11-06 WALTERS FINANCIAL SERVICES INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2019-11-06
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature
WALTERS FINANCIAL SERVICES 401K PLAN 2018 593618759 2019-11-04 WALTERS FINANCIAL SERVICES INC 7
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2019-11-04
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature
WALTERS FINANCIAL SERVICES 401K PLAN 2018 593618759 2019-11-01 WALTERS FINANCIAL SERVICES INC 7
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2019-11-01
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature
WALTERS FINANCIAL SERVICES 401K PLAN 2017 593618759 2018-06-12 WALTERS FINANCIAL SERVICES INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-09-01
Business code 541211
Sponsor’s telephone number 9417560700
Plan sponsor’s address 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203

Signature of
Role Plan administrator
Date 2018-06-12
Name of individual signing DOUG WALTERS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WALTERS DOUGLAS C Agent 5266 Office Park Boulevard, Bradenton, FL, 34203

Director

Name Role Address
WALTERS DOUGLAS C Director 5266 Office Park Boulevard, Bradenton, FL, 34203

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000149169 GODELS & SOLOMON ACTIVE 2022-12-05 2027-12-31 No data 5858 CENTRAL AVENUE, ST PETERSBURG, FL, 33707
G19000007224 BOBBITT, PITTENGER & COMPANY EXPIRED 2019-01-14 2024-12-31 No data 3277 FRUITVILLE ROAD, SARASOTA, FL, 34237
G15000072388 WALTERS & ASSOCIATES, CPAS ACTIVE 2015-07-12 2025-12-31 No data 5266 OFFICE PARK BLVD, BRADENTON, FL, 34203
G13000020907 WALTERS & ASSOCIATES, INC. ACTIVE 2013-02-28 2028-12-31 No data 5266 OFFICE PARK BLVD, SUITE 204, BRADENTON, FL, 34203--___

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-01-15 5266 Office Park Boulevard, Suite 204, Bradenton, FL 34203 No data
CHANGE OF MAILING ADDRESS 2015-01-15 5266 Office Park Boulevard, Suite 204, Bradenton, FL 34203 No data
REGISTERED AGENT ADDRESS CHANGED 2015-01-15 5266 Office Park Boulevard, Suite 204, Bradenton, FL 34203 No data

Documents

Name Date
ANNUAL REPORT 2024-04-25
ANNUAL REPORT 2023-03-03
ANNUAL REPORT 2022-01-23
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-03-20
ANNUAL REPORT 2019-04-25
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-31
ANNUAL REPORT 2016-03-28
ANNUAL REPORT 2015-01-15

Related by officers

WALTERS DOUGLAS C

WALKOT MANAGEMENT SERVICES, LLC 5266 OFFICE PARK BLVD UNIT 205, LLC 5266 OFFICE PARK BLVD SUITE 203, LLC 5266 OFFICE PARK BLVD SUITE 206 LLC PROFESSIONAL HOME CARE STAFFING, INC. HOME CARE OF PINELLAS, INC. IORIO & WALTERS, P.A. AUTUMN HOME CARE OF CENTRAL FLORIDA, LLC

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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