Strategic Wealth Planning, Inc.
Florida
Registered In
06/20/2018
Incorp. Date
Company Summary
Strategic Wealth Planning, Inc. in Naples, FL lists Bayarski Kathy L of Bonita Springs, FL and Bayarski John of Glen Allen, VA
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Profit
- Status
- Active
- EIN
- 20-3741670
- Website
- elbswp.com
- *****@elbswp.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Bayarski Edward L
Registered Agent
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999 VANDERBILT BEACH RD STE 200, NAPLES, FL 34108
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Bayarski Kathy L
President
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23850 VIA ITALIA CIR, BONITA SPRINGS, FL 34134
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Bayarski John
Vice President
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4860 COX RD STE 200, GLEN ALLEN, VA 23060
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Bayarski Kathy L
VP,
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23850 VIA ITALIA CIR, BONITA SPRINGS, FL 34134
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999 VANDERBILT BEACH RD STE 200, NAPLES, FL 34108
View Map
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Financial Information for Strategic Wealth Planning, Inc.
Form 5500
STRATEGIC WEALTH PLANNING, INC.
999 Vanderbilt Beach Rd. STE 200, Naples, FL 34108 (201) 391-4500 EIN:20-3741670 Plan Admin:Edward L. Bayarski| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSTRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$422,638 / $510,951 | 2022 | STRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN - Plan #001 | 3 / 3 | $422,638 / $510,951 |
| 2021 | Plan NameSTRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$318,373 / $422,638 | 2021 | STRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN - Plan #001 | 3 / 3 | $318,373 / $422,638 |
| 2020 | Plan NameSTRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$214,241 / $318,373 | 2020 | STRATEGIC WEALTH PLANNING, INC. DEFINED BENEFIT PENSION PLAN - Plan #001 | 3 / 3 | $214,241 / $318,373 |
| 2019 | Plan NameSTRATEGIC WEALTH PLANNING INC DEFINED BENEFIT PENSION PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$189,834 / $214,241 | 2019 | STRATEGIC WEALTH PLANNING INC DEFINED BENEFIT PENSION PLAN - Plan #001 | 2 / 3 | $189,834 / $214,241 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
STRATEGIC WEALTH PLANNING
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108-3505| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/19/2020 | Approved$75,115 Forgiven$75,710 LenderWells Fargo Bank, National Association Jobs3 | 06/19/2020 | $75,115 | $75,710 | Wells Fargo Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor U.S. Small Business Administration
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