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THE ASSISTANCE FUND, INC. - Florida Company Profile

Company Details

Entity Name: THE ASSISTANCE FUND, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Non-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: 19 Nov 2009 (15 years ago)
Last Event: AMENDMENT
Event Date Filed: 06 Feb 2013 (12 years ago)
Document Number: F09000004561
FEI/EIN Number 270270731

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

Address: 8427 South Park Circle, ORLANDO, FL, 32819, US
Mail Address: 8427 South Park Circle, ORLANDO, FL, 32819, US
ZIP code: 32819
County: Orange
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE ASSISTANCE FUND INC 401(K) PROFIT SHARING PLAN & TRUST 2023 270270731 2024-07-09 THE ASSISTANCE FUND INC 96
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 8427 SOUTHPARK CIR, STE 100, ORLANDO, FL, 328196128

Signature of

Role Plan administrator
Date 2024-07-09
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401(K) PROFIT SHARING PLAN & TRUST 2022 270270731 2023-06-06 THE ASSISTANCE FUND INC 89
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD, STE 410, ORLANDO, FL, 328396128

Signature of

Role Plan administrator
Date 2023-06-06
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401(K) PROFIT SHARING PLAN & TRUST 2021 270270731 2022-07-28 THE ASSISTANCE FUND INC 77
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD, STE 410, ORLANDO, FL, 328396128

Signature of

Role Plan administrator
Date 2022-07-28
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401(K) PROFIT SHARING PLAN & TRUST 2020 270270731 2021-04-05 THE ASSISTANCE FUND INC 62
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD, STE 410, ORLANDO, FL, 328396128

Signature of

Role Plan administrator
Date 2021-04-05
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401(K) PROFIT SHARING PLAN & TRUST 2019 270270731 2020-05-26 THE ASSISTANCE FUND INC 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD, STE 410, ORLANDO, FL, 328396128

Signature of

Role Plan administrator
Date 2020-05-26
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401 K PROFIT SHARING PLAN TRUST 2018 270270731 2019-04-25 THE ASSISTANCE FUND INC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD STE 410, ORLANDO, FL, 328393393

Plan administrator’s name and address

Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of

Role Plan administrator
Date 2019-04-25
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401 K PROFIT SHARING PLAN TRUST 2017 270270731 2018-04-25 THE ASSISTANCE FUND INC 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD STE 410, ORLANDO, FL, 328393393

Signature of

Role Plan administrator
Date 2018-04-25
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401 K PROFIT SHARING PLAN TRUST 2016 270270731 2017-06-20 THE ASSISTANCE FUND INC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD STE 410, ORLANDO, FL, 328393393

Signature of

Role Plan administrator
Date 2017-06-20
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401 K PROFIT SHARING PLAN TRUST 2015 270270731 2016-06-27 THE ASSISTANCE FUND INC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4073674476
Plan sponsor’s address 4700 MILLENIA BLVD STE 310, ORLANDO, FL, 328393393

Signature of

Role Plan administrator
Date 2016-06-27
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
THE ASSISTANCE FUND INC 401 K PROFIT SHARING PLAN TRUST 2014 270270731 2015-05-14 THE ASSISTANCE FUND INC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 4076413035
Plan sponsor’s address 4700 MILLENIA BLVD STE 310, ORLANDO, FL, 328393393

Signature of

Role Plan administrator
Date 2015-05-14
Name of individual signing JONATHAN MONTES
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Vizcaino Danielle President 8427 SOUTH PARK CIRCLE, BLDG. D SUITE 100, ORLANDO, FL, 32819
LAURIA GERALD S Chie 8427 SOUTH PARK CIRCLE, BLDG. D SUITE 100, ORLANDO, FL, 32819
ALSENE STEVEN P Chief Financial Officer 8427 SOUTH PARK CIRCLE, BLDG. D SUITE 100, ORLANDO, FL, 32819
D'ANGELO JOHN Secretary 8427 SOUTH PARK CIRCLE, BLDG. D SUITE 100, ORLANDO, FL, 32819
Pernier Jacqueline M Sr 8427 SOUTH PARK CIRCLE, BLDG D, STE 100, ORLANDO, FL, 32819
JENKINS ELLEN Vice President 8427 SOUTH PARK CIRCLE, BLDG D, STE 100, ORLANDO, FL, 32819
CT CORPORATION SYSTEM Agent 1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL, 33324

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-07-27 8427 South Park Circle, Bldg. D Suite 100, ORLANDO, FL 32819 -
CHANGE OF MAILING ADDRESS 2023-07-27 8427 South Park Circle, Bldg. D Suite 100, ORLANDO, FL 32819 -
REGISTERED AGENT NAME CHANGED 2019-09-13 CT CORPORATION SYSTEM -
REGISTERED AGENT ADDRESS CHANGED 2019-09-13 1200 SOUTH PINE ISLAND ROAD, PLANTATION, FL 33324 -
AMENDMENT 2013-02-06 - -

Documents

Name Date
ANNUAL REPORT 2025-01-29
ANNUAL REPORT 2024-03-14
ANNUAL REPORT 2023-05-01
ANNUAL REPORT 2022-03-02
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-01-15
Reg. Agent Change 2019-09-13
ANNUAL REPORT 2019-01-22
ANNUAL REPORT 2018-01-26
ANNUAL REPORT 2017-01-23

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
27-0270731 Corporation Unconditional Exemption 8427 SOUTH PARK CIRCLE BUILDING D S, ORLANDO, FL, 32819-9058 2009-11
In Care of Name % STEVE ALSENE
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 50,000,000 to greater
Income 50,000,000 to greater
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 363685624
Income Amount 322620635
Form 990 Revenue Amount 278965875
National Taxonomy of Exempt Entities Health Care: Health - General and Rehabilitative N.E.C.
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Determination Letter

Final Letter(s) FinalLetter_27-0270731_THEASSISTANCEFUNDINC_08262009_01.tif
FinalLetter_27-0270731_THEASSISTANCEFUNDINC_08262009_02.tif

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name ASSISTANCE FUND INC
EIN 27-0270731
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name ASSISTANCE FUND INC
EIN 27-0270731
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name ASSISTANCE FUND INC
EIN 27-0270731
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name ASSISTANCE FUND INC
EIN 27-0270731
Tax Period 201612
Filing Type P
Return Type 990
File View File
Organization Name ASSISTANCE FUND INC
EIN 27-0270731
Tax Period 201606
Filing Type E
Return Type 990
File View File
Organization Name ASSISTANCE FUND INC
EIN 27-0270731
Tax Period 201506
Filing Type E
Return Type 990
File View File

Date of last update: 01 Apr 2025

Sources: Florida Department of State