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NED DAVIS RESEARCH, INC. - Florida Company Profile

Company Details

Entity Name: NED DAVIS RESEARCH, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

NED DAVIS RESEARCH, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 24 Sep 1980 (45 years ago)
Last Event: AMENDMENT
Event Date Filed: 03 Jan 2025 (4 months ago)
Document Number: 688838
FEI/EIN Number 592026201

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL, 34233, US
Mail Address: 3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL, 34233, US
ZIP code: 34233
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
File View File

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

Key Officers & Management

Name Role Address
UNITED AGENT GROUP INC. Agent -
BEST NINA Secretary 3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL, 34233

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 - 2520 NORTH TAMIAMI TRAIL, NOKOMIS, FL, 34275

Events

Event Type Filed Date Value Description
AMENDMENT 2025-01-03 - -
CHANGE OF MAILING ADDRESS 2024-12-27 3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL 34233 -
CHANGE OF PRINCIPAL ADDRESS 2024-12-27 3665 BEE RIDGE ROAD, SUITE 306, SARASOTA, FL 34233 -
REGISTERED AGENT ADDRESS CHANGED 2024-09-09 801 US HIGHWAY 1, NORTH PALM BEACH, FL 33408 -
REGISTERED AGENT NAME CHANGED 2024-09-09 UNITED AGENT GROUP INC. -
RESTATED ARTICLES 2023-10-06 - -
MERGER 2015-09-28 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 0. MERGER NUMBER 900000154559
AMENDMENT 1999-06-25 - -

Documents

Name Date
ANNUAL REPORT 2025-01-08
Reg. Agent Change 2024-09-09
ANNUAL REPORT 2024-02-23
Restated Articles 2023-10-06
ANNUAL REPORT 2023-04-26
ANNUAL REPORT 2022-04-19
Reg. Agent Change 2021-12-21
ANNUAL REPORT 2021-03-09
ANNUAL REPORT 2020-02-19
ANNUAL REPORT 2019-04-05

Date of last update: 03 Apr 2025

Sources: Florida Department of State