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INDEPENDENT PORTFOLIO CONSULTANTS, INC.

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Company Details

Entity Name:	INDEPENDENT PORTFOLIO CONSULTANTS, INC.
Jurisdiction:	FLORIDA
Filing Type:	Foreign Profit
Status:	Inactive
Date Filed:	25 Oct 2005 (19 years ago)
Date of dissolution:	28 Sep 2018 (6 years ago)
Last Event:	REVOKED FOR ANNUAL REPORT
Event Date Filed:	28 Sep 2018 (6 years ago)
Document Number:	F05000006216
FEI/EIN Number	900001325
Address:	5002 T- REX AVENUE, SUITE 225, BOCA RATON, FL, 33431, US
Mail Address:	5002 T- REX AVENUE, SUITE 225, BOCA RATON, FL, 33431, US
ZIP code:	33431
County:	Palm Beach
Place of Formation:	DELAWARE

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

INDEPENDENT PORTFOLIO CONSULTA 401(K) PROFIT SHARING PLAN AND TRUST

2022

900001325

2023-02-10

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2006-01-01
Business code	523900
Sponsor’s telephone number	5619121061
Plan sponsor’s address	MICHAEL R. BAKST, TRUSTEE, PO BOX 407, WEST PALM BEACH, FL, 334020407

INDEPENDENT PORTFOLIO CONSULTA 401(K) PROFIT SHARING PLAN AND TRUST

2021

900001325

2022-10-13

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2006-01-01
Business code	523900
Sponsor’s telephone number	5619121061
Plan sponsor’s address	MICHAEL R. BAKST, TRUSTEE, PO BOX 407, WEST PALM BEACH, FL, 334020407

INDEPENDENT PORTFOLIO CONSULTA 401(K) PROFIT SHARING PLAN AND TRUST

2020

900001325

2021-10-13

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

8

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2006-01-01
Business code	523900
Sponsor’s telephone number	5619121061
Plan sponsor’s address	MICHAEL R. BAKST, TRUSTEE, PO BOX 407, WEST PALM BEACH, FL, 334020407

INDEPENDENT PORTFOLIO CONSULTA 401(K) PROFIT SHARING PLAN AND TRUST

2019

900001325

2020-09-16

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

12

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2006-01-01
Business code	523900
Sponsor’s telephone number	5619121061
Plan sponsor’s address	MICHAEL R. BAKST, TRUSTEE, PO BOX 407, WEST PALM BEACH, FL, 334020407

INDEPENDENT PORTFOLIO CONSULTA 401(K) PROFIT SHARING PLAN AND TRUST

2018

900001325

2019-07-09

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

17

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2006-01-01
Business code	523900
Sponsor’s telephone number	5619121061
Plan sponsor’s address	MICHAEL R. BAKST, TRUSTEE, PO BOX 407, WEST PALM BEACH, FL, 334020407

INDEPENDENT PORTFOLIO CONSULTA 401(K) PROFIT SHARING PLAN AND TRUST

2017

900001325

2018-10-10

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

41

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2006-01-01
Business code	523900
Sponsor’s telephone number	5618384539
Plan sponsor’s address	MICHAEL R. BAKST, TRUSTEE, PO BOX 407, WEST PALM BEACH, FL, 334020407

Agent

Name	Role
C T CORPORATION SYSTEM	Agent

Chairman

Name	Role	Address
Fleming Michael A	Chairman	5002 T- REX AVENUE, BOCA RATON, FL, 33431

Chief Executive Officer

Name	Role	Address
Mounts Jack	Chief Executive Officer	5002 T- REX AVENUE, BOCA RATON, FL, 33431

Events

Event Type	Filed Date	Value	Description
REVOKED FOR ANNUAL REPORT	2018-09-28	No data	No data
CHANGE OF PRINCIPAL ADDRESS	2010-03-09	5002 T- REX AVENUE, SUITE 225, BOCA RATON, FL 33431	No data
CHANGE OF MAILING ADDRESS	2010-03-09	5002 T- REX AVENUE, SUITE 225, BOCA RATON, FL 33431	No data

Documents

Name	Date
Reg. Agent Resignation	2019-06-12
AMENDED ANNUAL REPORT	2017-11-24
ANNUAL REPORT	2017-03-23
ANNUAL REPORT	2016-03-30
ANNUAL REPORT	2015-02-23
ANNUAL REPORT	2014-02-26
ANNUAL REPORT	2013-03-27
ANNUAL REPORT	2012-02-28
ANNUAL REPORT	2011-02-25
ANNUAL REPORT	2010-03-09
ANNUAL REPORT	2009-02-25
ANNUAL REPORT	2008-03-04
ANNUAL REPORT	2007-01-08
ANNUAL REPORT	2006-04-26
Foreign Profit	2005-10-25

Date of last update: 02 Feb 2025

Sources: Florida Department of State