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  2. Florida Wealth Planning Group

Filings through Oct 24, 2026.

Florida Wealth Planning Group

EIN 46-1183906-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Health & Benefits
0
Participants
54
10 FLORIDA PARK DRIVE, N, SUITE D - PALM COAST, FL 32137386-597-2994LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.2M - 54 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

FLORIDA WEALTH PLANNING GROUP 401(K) PLAN

401(k)

Assets$1.2M
Participants54
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FLORIDA WEALTH PLANNING GROUP 401(K) PLAN401(k)$1.2M542025
  • FLORIDA WEALTH PLANNING GROUP 401(K) PLAN$1.2M
    #001 · 401(k) · 202554
Retirement plans
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