Tampa Bay Financial Planning, LLC

Florida
Registered In
01/05/2011
Incorp. Date

Company Summary

Tampa Bay Financial Planning, LLC at 2531 Landmark Dr STE 201, Clearwater, FL 33761 lists Clark Sheldon I and Kane Tom of Clearwater, FL as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Florida Limited Liability Co.
Status
Active
EIN
27-4461433
Email
*************@raymondjames.com
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Clark Sheldon III Registered Agent
2531 LANDMARK DR, CLEARWATER, FL 33761
Clark Sheldon I Managing Member
2531 LANDMARK DR STE 201, CLEARWATER, FL 33761
Kane Tom Managing Member
2531 LANDMARK DR STE 201, CLEARWATER, FL 33761
2531 LANDMARK DR STE 201, CLEARWATER, FL 33761 View Map

Financial Information for Tampa Bay Financial Planning, LLC

Form 5500

TAMPA BAY FINANCIAL PLANNING, LLC

2531 Landmark Dr Ste. 201, Clearwater, FL 33761 (727) 738-6101 EIN:27-4461433 Plan Admin:Sheldon Clark
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameTAMPA BAY FINANCIAL PLANNING LLC 401K PSP Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,093,901 / $1,424,413 2023 TAMPA BAY FINANCIAL PLANNING LLC 401K PSP - Plan #001 5 / 5 $1,093,901 / $1,424,413
2022 Plan NameTAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,211,730 / $1,093,901 2022 TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN - Plan #001 5 / 5 $1,211,730 / $1,093,901
2021 Plan NameTAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$949,404 / $1,211,730 2021 TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN - Plan #001 5 / 5 $949,404 / $1,211,730
2020 Plan NameTAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$702,154 / $949,404 2020 TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN - Plan #001 5 / 5 $702,154 / $949,404
2019 Plan NameTAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$490,107 / $702,154 2019 TAMPA BAY FINANCIAL PLANNING, LLC 401(K) P/S PLAN - Plan #001 5 / 5 $490,107 / $702,154
Benefit & Retirement Plans based on Form 5500.
Address Match:2531 Landmark Dr Ste 201 Clearwater, FL
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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