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  5. STRATEGIC RETIREMENT GROUP INC.

STRATEGIC RETIREMENT GROUP INC.

Company Details

Entity Name: STRATEGIC RETIREMENT GROUP INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 04 Jun 1992 (33 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 20 Aug 1999 (25 years ago)
Document Number: V41259
FEI/EIN Number 650337158
Address: 515 CAMDEN AVE., STUART, FL, 34994
Mail Address: 515 CAMDEN AVE., STUART, FL, 34994
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SRG SAFE HARBOR 401(K) 2023 650337158 2024-04-26 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2024-04-26
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-04-26
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401(K) 2022 650337158 2023-05-10 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2023-05-10
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-05-10
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401(K) 2021 650337158 2022-05-10 STRATEGIC RETIREMENT GROUP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 524210
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2022-05-10
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-10
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401(K) 2020 650337158 2021-05-04 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2021-05-04
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-04
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401(K) 2019 650337158 2020-05-15 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2020-05-15
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401(K) 2018 650337158 2019-05-16 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2019-05-16
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401(K) 2017 650337158 2018-05-09 STRATEGIC RETIREMENT GROUP 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2018-05-09
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-09
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401(K) 2016 650337158 2017-05-02 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2017-05-02
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-05-02
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401K 2015 650337158 2016-05-18 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2016-05-18
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
SRG SAFE HARBOR 401K 2014 650337158 2015-06-16 STRATEGIC RETIREMENT GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 523120
Sponsor’s telephone number 7727814700
Plan sponsor’s address 515 SW CAMDEN AVENUE, STUART, FL, 34994

Signature of
Role Plan administrator
Date 2015-06-16
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-16
Name of individual signing PETER WEILER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WEILER PETER Agent 515 CAMDEN AVE., STUART, FL, 34994

Director

Name Role Address
WEILER, PETER Director 515 CAMDEN AVE., STUART, FL, 34994

President

Name Role Address
WEILER, PETER President 515 CAMDEN AVE., STUART, FL, 34994

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2006-01-11 515 CAMDEN AVE., STUART, FL 34994 No data
CHANGE OF MAILING ADDRESS 2006-01-11 515 CAMDEN AVE., STUART, FL 34994 No data
REGISTERED AGENT ADDRESS CHANGED 2006-01-11 515 CAMDEN AVE., STUART, FL 34994 No data
NAME CHANGE AMENDMENT 1999-08-20 STRATEGIC RETIREMENT GROUP INC. No data
REGISTERED AGENT NAME CHANGED 1996-07-23 WEILER, PETER No data

Documents

Name Date
ANNUAL REPORT 2025-01-09
ANNUAL REPORT 2024-01-12
ANNUAL REPORT 2023-01-12
ANNUAL REPORT 2022-01-14
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-01-15
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-12

Related by officers

WEILER, PETER

THE FOUNDATION FOR ADVANCED STUDIES, INC.

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: Florida Department of State

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