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ESTATE AND RETIREMENT PLANNING, INC. - Florida Company Profile

Company Details

Entity Name: ESTATE AND RETIREMENT PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ESTATE AND RETIREMENT PLANNING, 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 03 Jun 1991 (34 years ago)
Date of dissolution: 08 Jan 2017 (8 years ago)
Last Event: PENDING REINSTATEMENT
Event Date Filed: 08 Jan 2017 (8 years ago)
Document Number: S57486
FEI/EIN Number 593067536

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2475 ENTERPRISE RD, STE. 300, CLEARWATER, FL, 33763-1733, US
Mail Address: 3243 SANDY RIDGE DRIVE, CLEARWATER, FL, 33761, US
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
EVANS JACQUELINE E Director 2475 ENTERPRISE RD STE 300, CLEARWATER, FL, 337631733
EVANS JACQUELINE E President 2475 ENTERPRISE RD STE 300, CLEARWATER, FL, 337631733
GOTTLIEB JERRY Director 2475 ENTERPRISE RD STE 100, CLEARWATER, FL, 337631733
GOTTLIEB JERRY Vice President 2475 ENTERPRISE RD STE 100, CLEARWATER, FL, 337631733
GOTTLIEB JERRY Secretary 2475 ENTERPRISE RD STE 100, CLEARWATER, FL, 337631733
GOTTLIEB JERRY Treasurer 2475 ENTERPRISE RD STE 100, CLEARWATER, FL, 337631733
GOTTLIEB & GOTTLIEB, P.A. Agent -

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2015-09-25 - -
CHANGE OF PRINCIPAL ADDRESS 2013-01-16 2475 ENTERPRISE RD, STE. 300, CLEARWATER, FL 33763-1733 -
REGISTERED AGENT ADDRESS CHANGED 2013-01-16 2475 ENTRPRISE RD, STE100, CLEARWATER, FL 33763-1733 -
CHANGE OF MAILING ADDRESS 2012-01-23 2475 ENTERPRISE RD, STE. 300, CLEARWATER, FL 33763-1733 -
CANCEL ADM DISS/REV 2004-12-21 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2004-10-01 - -
REGISTERED AGENT NAME CHANGED 1994-06-21 GOTTLIEB & GOTTLIEB P.A. -

Documents

Name Date
ANNUAL REPORT 2014-01-21
ANNUAL REPORT 2013-01-16
ANNUAL REPORT 2012-01-23
ANNUAL REPORT 2011-02-01
ANNUAL REPORT 2010-06-30
ANNUAL REPORT 2009-01-29
ANNUAL REPORT 2008-02-19
ANNUAL REPORT 2007-02-08
ANNUAL REPORT 2006-02-20
ANNUAL REPORT 2005-07-22

Date of last update: 02 Apr 2025

Sources: Florida Department of State