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NED DAVIS RESEARCH, INC.

Company Details

Entity Name: NED DAVIS RESEARCH, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 24 Sep 1980 (44 years ago)
Document Number: 688838
FEI/EIN Number 592026201
Address: 2520 North Tamiami Trail, Nokomis, FL, 34275, US
Mail Address: 2520 North Tamiami Trail, Nokomis, FL, 34275, US
ZIP code: 34275
County: Sarasota
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1217950 600 BIRD BAY DR., WEST, FL, 34292 600 BIRD BAY DR., WEST, FL, 34292 9414846107

Filings since 2011-07-27

Form type 13F-HR
File number 028-10397
Filing date 2011-07-27
Reporting date 2011-06-30
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Filings since 2011-04-25

Form type 13F-HR
File number 028-10397
Filing date 2011-04-25
Reporting date 2011-03-31
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Filings since 2011-01-12

Form type 13F-HR
File number 028-10397
Filing date 2011-01-12
Reporting date 2010-12-31
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Filings since 2010-10-13

Form type 13F-HR
File number 028-10397
Filing date 2010-10-13
Reporting date 2010-09-30
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Filings since 2010-07-19

Form type 13F-HR/A
File number 028-10397
Filing date 2010-07-19
Reporting date 2010-06-30
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Filings since 2010-07-19

Form type 13F-HR
File number 028-10397
Filing date 2010-07-19
Reporting date 2010-06-30
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Filings since 2010-04-14

Form type 13F-HR/A
File number 028-10397
Filing date 2010-04-14
Reporting date 2010-03-31
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Filings since 2010-04-14

Form type 13F-HR
File number 028-10397
Filing date 2010-04-14
Reporting date 2010-03-31
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Filings since 2010-01-15

Form type 13F-HR/A
File number 028-10397
Filing date 2010-01-15
Reporting date 2009-12-31
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Filings since 2009-10-22

Form type 13F-HR/A
File number 028-10397
Filing date 2009-10-22
Reporting date 2009-09-30
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Filings since 2009-07-20

Form type 13F-HR/A
File number 028-10397
Filing date 2009-07-20
Reporting date 2009-06-30
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Filings since 2009-04-17

Form type 13F-HR/A
File number 028-10397
Filing date 2009-04-17
Reporting date 2009-03-31
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Filings since 2009-02-03

Form type 13F-HR/A
File number 028-10397
Filing date 2009-02-03
Reporting date 2008-12-31
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Filings since 2008-11-05

Form type 13F-HR/A
File number 028-10397
Filing date 2008-11-05
Reporting date 2008-09-30
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Filings since 2008-07-25

Form type 13F-HR/A
File number 028-10397
Filing date 2008-07-25
Reporting date 2008-06-30
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Filings since 2008-05-15

Form type 13F-HR/A
File number 028-10397
Filing date 2008-05-15
Reporting date 2008-03-31
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Filings since 2008-01-29

Form type 13F-HR/A
File number 028-10397
Filing date 2008-01-29
Reporting date 2007-12-31
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Filings since 2007-11-05

Form type 13F-HR/A
File number 028-10397
Filing date 2007-11-05
Reporting date 2007-09-30
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Filings since 2007-08-09

Form type 13F-HR/A
File number 028-10397
Filing date 2007-08-09
Reporting date 2007-06-30
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Filings since 2007-05-07

Form type 13F-HR/A
File number 028-10397
Filing date 2007-05-07
Reporting date 2007-03-31
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Filings since 2007-02-13

Form type 13F-HR/A
File number 028-10397
Filing date 2007-02-13
Reporting date 2006-12-31
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Filings since 2006-10-27

Form type 13F-HR/A
File number 028-10397
Filing date 2006-10-27
Reporting date 2006-09-30
File View File

Filings since 2006-07-31

Form type 13F-HR/A
File number 028-10397
Filing date 2006-07-31
Reporting date 2006-06-30
File View File

Filings since 2006-04-13

Form type 13F-HR/A
File number 028-10397
Filing date 2006-04-13
Reporting date 2006-03-31
File View File

Filings since 2006-02-03

Form type 13F-HR/A
File number 028-10397
Filing date 2006-02-03
Reporting date 2005-12-31
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Filings since 2005-11-10

Form type 13F-HR/A
File number 028-10397
Filing date 2005-11-10
Reporting date 2005-09-30
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Filings since 2005-08-03

Form type 13F-HR/A
File number 028-10397
Filing date 2005-08-03
Reporting date 2005-06-30
File View File

Filings since 2005-04-27

Form type 13F-HR/A
File number 028-10397
Filing date 2005-04-27
Reporting date 2005-03-31
File View File

Filings since 2005-01-25

Form type 13F-HR/A
File number 028-10397
Filing date 2005-01-25
Reporting date 2004-12-31
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Filings since 2004-10-12

Form type 13F-HR/A
File number 028-10397
Filing date 2004-10-12
Reporting date 2004-09-30
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Filings since 2004-07-13

Form type 13F-HR/A
File number 028-10397
Filing date 2004-07-13
Reporting date 2004-06-30
File View File

Filings since 2004-04-29

Form type 13F-HR/A
File number 028-10397
Filing date 2004-04-29
Reporting date 2004-03-31
File View File

Filings since 2004-02-10

Form type 13F-HR/A
File number 028-10397
Filing date 2004-02-10
Reporting date 2003-12-31
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Filings since 2004-02-09

Form type 13F-HR
File number 028-10397
Filing date 2004-02-09
Reporting date 2003-12-31
File View File

Filings since 2003-10-10

Form type 13F-HR
File number 028-10397
Filing date 2003-10-10
Reporting date 2003-09-30
File View File

Filings since 2003-07-08

Form type 13F-HR
File number 028-10397
Filing date 2003-07-08
Reporting date 2003-06-30
File View File

Filings since 2003-05-08

Form type 13F-HR
File number 028-10397
Filing date 2003-05-08
Reporting date 2003-03-31
File View File

Filings since 2003-02-14

Form type 13F-HR
File number 028-10397
Filing date 2003-02-14
Reporting date 2002-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NED DAVIS RESEARCH GRP EMPLOYEE STOCK OWNERSHIP PLAN 2016 592026201 2017-12-28 NED DAVIS RESEARCH, INC 84
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020
NED DAVIS RESEARCH GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 592026201 2017-12-11 NED DAVIS RESEARCH, INC. 84
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020
NED DAVIS RESEARCH GRP EMPLOYEE STOCK OWNERSHIP PLAN 2016 592026201 2017-12-11 NED DAVIS RESEARCH, INC 109
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020
NED DAVIS RESEARCH GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2016 592026201 2017-12-11 NED DAVIS RESEARCH, INC. 105
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020

Plan administrator’s name and address

Administrator’s EIN 592026201
Plan administrator’s name NED DAVIS RESEARCH, INC.
Plan administrator’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020
Administrator’s telephone number 9414122300
NED DAVIS RESEARCH GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2015 592026201 2017-12-11 NED DAVIS RESEARCH, INC. 84
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020
NED DAVIS RESEARCH GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2014 592026201 2017-12-11 NED DAVIS RESEARCH, INC. 84
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN 2012 592026201 2013-09-10 NED DAVIS RESEARCH, INC 116
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 523900
Sponsor’s telephone number 9414122333
Plan sponsor’s mailing address 600 BIRD BAY DRIVE W, VENICE, FL, 34285
Plan sponsor’s address 600 BIRD BAY DRIVE W, VENICE, FL, 34285

Plan administrator’s name and address

Administrator’s EIN 592026201
Plan administrator’s name NED DAVIS RESEARCH, INC
Plan administrator’s address 600 BIRD BAY DRIVE W, VENICE, FL, 34285
Administrator’s telephone number 9414122333

Number of participants as of the end of the plan year

Active participants 115
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 14
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 98
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 7

Signature of

Role Plan administrator
Date 2013-09-10
Name of individual signing DAVID PIERCE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-09-10
Name of individual signing DAVID PIERCE
Valid signature Filed with authorized/valid electronic signature
NED DAVIS RESEARCH GRP EMPLOYEE STOCK OWNERSHIP PLAN 2012 592026201 2013-07-23 NED DAVIS RESEARCH, INC 109
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020

Signature of

Role Plan administrator
Date 2013-07-23
Name of individual signing ROBERT SCHUSTER
Valid signature Filed with authorized/valid electronic signature
NED DAVIS RESEARCH GROUP EMPLOYEE STOCK OWNERSHIP PLAN 2012 592026201 2013-03-26 NED DAVIS RESEARCH, INC. 105
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 523900
Sponsor’s telephone number 9414122300
Plan sponsor’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020

Plan administrator’s name and address

Administrator’s EIN 592026201
Plan administrator’s name NED DAVIS RESEARCH, INC.
Plan administrator’s address 600 BIRD BAY DRIVE WEST, VENICE, FL, 342858020
Administrator’s telephone number 9414122300

Signature of

Role Plan administrator
Date 2013-03-26
Name of individual signing ROBERT SCHUSTER
Valid signature Filed with authorized/valid electronic signature
NED DAVIS RESEARCH INC AND AFFILIATED COMPANIES 401(K) PLAN 2011 592026201 2012-07-03 NED DAVIS RESEARCH, INC 120
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 523900
Sponsor’s telephone number 9144122300
Plan sponsor’s mailing address 600 BIRD BAY DRIVE, WEST, VENICE, FL, 342858020
Plan sponsor’s address 600 BIRD BAY DRIVE, WEST, VENICE, FL, 342858020

Plan administrator’s name and address

Administrator’s EIN 592026201
Plan administrator’s name NED DAVIS RESEARCH, INC
Plan administrator’s address 600 BIRD BAY DRIVE, WEST, VENICE, FL, 342858020
Administrator’s telephone number 9144122300

Number of participants as of the end of the plan year

Active participants 104
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 12
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 81
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of

Role Plan administrator
Date 2012-07-03
Name of individual signing JEANELLE FIELDS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
UNITED AGENT GROUP INC. Agent

Secretary

Name Role Address
Patel Vaishali Secretary 2520 North Tamiami Trail, Nokomis, FL, 34275

Auth

Name Role Address
Patel Vaishali Auth 2520 North Tamiami Trail, Nokomis, FL, 34275

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G11000011267 NED DAVIS RESEARCH GROUP ACTIVE 2011-01-28 2026-12-31 No data 2520 NORTH TAMIAMI TRAIL, NOKOMIS, FL, 34275

Events

Event Type Filed Date Value Description
AMENDMENT 2025-01-03 No data No data
RESTATED ARTICLES 2023-10-06 No data No data
MERGER 2015-09-28 No data CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 0. MERGER NUMBER 900000154559
AMENDMENT 1999-06-25 No data No data

Date of last update: 03 Jan 2025

Sources: Florida Department of State