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THE RETIREMENT ADVISOR UNIVERSITY, INC. - Florida Company Profile

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Company Details

Entity Name: THE RETIREMENT ADVISOR UNIVERSITY, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
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: 30 Oct 2009 (16 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 06 May 2010 (15 years ago)
Document Number: F09000004288
FEI/EIN Number 271219777

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

Mail Address: 4514 Main Street, JUPITER, FL, 33458, US
Address: 4514 Main Street, Apt. 1036, JUPITER, FL, 33458, US
ZIP code: 33458
County: Palm Beach
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
NASON, YEAGER, GERSON, HARRIS & FUMERO, P.A. Agent -
BARSTEIN FRED D President 4514 Main Street, JUPITER, FL, 33458
BARSTEIN FRED D Director 4514 Main Street, JUPITER, FL, 33458
BARSTEIN DIANE N Chief Operating Officer 4514 Main Street, JUPITER, FL, 33458

U.S. Small Business Administration Profile

The U.S. Small Business Administration (SBA) helps Americans start, grow, and build resilient businesses.

Note: SBA was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation. SBA reviews Congressional and testifies on behalf of small businesses. It assesses the impact of regulatory burden on small businesses.

Phone Number:
E-mail Address:
Contact Person:
DIANE BARSTEIN
Ownership and Self-Certifications:
Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Women-Owned Small Business, Woman Owned
User ID:
P3241491

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

Unique Entity ID:
KUBRG7JEY416
CAGE Code:
9TQQ3
UEI Expiration Date:
2025-02-19

Business Information

Division Name:
THE RETIREMENT ADVISOR UNIVERSITY INC
Activation Date:
2024-02-29
Initial Registration Date:
2024-02-20

Form 5500 Series

Employer Identification Number (EIN):
271219777
Plan Year:
2023
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
27
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
28
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
28
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
27
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000037980 401K TV ACTIVE 2016-04-14 2027-12-31 - 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458
G12000068239 THE PLAN SPONSOR UNIVERSITY ACTIVE 2012-07-09 2027-12-31 - 4514 MAIN STREET, APT 1036, JUPITER, FL, 33458

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-08-20 Nason Yeager Gerson Harris & Fumero, P.A. -
REGISTERED AGENT ADDRESS CHANGED 2021-08-20 3001 PGA Boulevard, Suite 305, Palm Beach Gardens, FL 33410 -
CHANGE OF PRINCIPAL ADDRESS 2021-01-19 4514 Main Street, Apt. 1036, JUPITER, FL 33458 -
CHANGE OF MAILING ADDRESS 2021-01-19 4514 Main Street, Apt. 1036, JUPITER, FL 33458 -
NAME CHANGE AMENDMENT 2010-05-06 THE RETIREMENT ADVISOR UNIVERSITY, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-03
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-01-29
ANNUAL REPORT 2022-01-30
AMENDED ANNUAL REPORT 2021-08-20
ANNUAL REPORT 2021-01-19
AMENDED ANNUAL REPORT 2020-10-03
ANNUAL REPORT 2020-02-02
AMENDED ANNUAL REPORT 2019-09-17
ANNUAL REPORT 2019-02-07

USAspending Awards / Financial Assistance

Date:
2020-06-01
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
2000000.00
Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
179740.00
Total Face Value Of Loan:
179740.00

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
179740
Current Approval Amount:
179740
Race:
Asian
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
180802.94

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Date of last update: 03 Jun 2025

Sources: Florida Department of State