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  5. STRATEGIC RETIREMENT GROUP INC.

STRATEGIC RETIREMENT GROUP INC. - Florida Company Profile

Company Details

Entity Name: STRATEGIC RETIREMENT GROUP INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

STRATEGIC RETIREMENT GROUP 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: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 04 Jun 1992 (33 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 20 Aug 1999 (26 years ago)
Document Number: V41259
FEI/EIN Number 650337158

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

Key Officers & Management

Name Role Address
WEILER PETER Agent 515 CAMDEN AVE., STUART, FL, 34994
WEILER, PETER Director 515 CAMDEN AVE., STUART, FL, 34994
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 -
CHANGE OF MAILING ADDRESS 2006-01-11 515 CAMDEN AVE., STUART, FL 34994 -
REGISTERED AGENT ADDRESS CHANGED 2006-01-11 515 CAMDEN AVE., STUART, FL 34994 -
NAME CHANGE AMENDMENT 1999-08-20 STRATEGIC RETIREMENT GROUP INC. -
REGISTERED AGENT NAME CHANGED 1996-07-23 WEILER, PETER -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5913227706 2020-05-01 0455 PPP 515 SW CAMDEN AVE, STUART, FL, 34994-2921
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) 90340
Loan Approval Amount (current) 90340
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 New Business or 2 years or less
Project Address STUART, MARTIN, FL, 34994-2921
Project Congressional District FL-21
Number of Employees 6
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 91080.05
Forgiveness Paid Date 2021-02-25

Companies related by officers

WEILER PETER

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Domestic Non-Profit (1996 - 1997)

Companies related by address

No other companies in our directory share the same address as STRATEGIC RETIREMENT GROUP INC.

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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