Lifespan Financial Strategies, Inc.
Florida
Registered In
03/14/1997
Incorp. Date
Company Summary
Lifespan Financial Strategies, Inc. at 1655 N Commerce Pkwy STE 203, Weston, FL 33326 lists Walsh Laura of Weston, FL as the associate.
Overview
Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
65-0741655
Email
***********@lifespanfinancial.biz
Search Other Resources
People
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Walsh Laura
Registered Agent
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8801 SW 8TH ST, PLANTATION, FL 33324
|
|
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Walsh Laura
President
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1655 N COMMERCE PKWY STE 203, WESTON, FL 33326
|
Map & Locations
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1655 N COMMERCE PKWY STE 203, WESTON, FL 33326
View Map
|
|
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304 INDIAN TRCE # 264, WESTON, FL 33326
(Mailing)
View Map
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Financials
Financial Information for Lifespan Financial Strategies, Inc.
Form 5500
LIFESPAN FINANCIAL STRATEGIES, INC.
1655 North Commerce Parkway STE 301, Weston, FL 33326 (954) 385-7812 EIN:65-0741655 Plan Admin:Laura Walsh| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$1,568,003 / $2,003,706 | 2023 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 7 / 7 | $1,568,003 / $2,003,706 |
| 2022 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,694,966 / $1,568,003 | 2022 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $1,694,966 / $1,568,003 |
| 2021 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,425,293 / $1,694,966 | 2021 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $1,425,293 / $1,694,966 |
| 2020 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,204,222 / $1,425,293 | 2020 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 5 | $1,204,222 / $1,425,293 |
| 2019 | Plan NameLIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$883,207 / $1,204,222 | 2019 | LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 6 | $883,207 / $1,204,222 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LIFESPAN FINANCIAL STRATEGIES
STE 264 304 Indian Trce, Weston, FL 33326| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/30/2020 | Approved$87,555 Forgiven$88,303 LenderCross River Bank Jobs6 | 04/30/2020 | $87,555 | $88,303 | Cross River Bank | 6 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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