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VALUES FIRST ADVISORS, INC. - Florida Company Profile

Company Details

Entity Name: VALUES FIRST ADVISORS, 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: 22 Feb 2018 (7 years ago)
Document Number: F18000000921
FEI/EIN Number 270392191

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 101 Old Gray Station Road, Gray, TN, 37617, US
Mail Address: 203 Fort Wade Road, PONTE VEDRA, FL, 32081, US
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
VALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2021 270392191 2022-07-18 VALUES FIRST ADVISORS INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4237737835
Plan sponsor’s address 101 MARKETSIDE AVE, SUITE 404-113, PONTE VEDRA, FL, 32081

Signature of
Role Plan administrator
Date 2022-07-18
Name of individual signing LARRY A ELLIS
Valid signature Filed with authorized/valid electronic signature
VALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2020 270392191 2021-10-06 VALUES FIRST ADVISORS INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4237737835
Plan sponsor’s address 101 MARKETSIDE AVE, SUITE 404-113, PONTE VEDRA, FL, 32081

Signature of
Role Plan administrator
Date 2021-10-06
Name of individual signing LARRY ELLIS
Valid signature Filed with authorized/valid electronic signature
VALUES FIRST ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST 2019 270392191 2020-07-02 VALUES FIRST ADVISORS INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4232181403
Plan sponsor’s address 101 MARKETSIDE AVE, SUITE 404-113, PONTE VEDRA, FL, 32081

Signature of
Role Plan administrator
Date 2020-07-02
Name of individual signing LARRY A ELLIS
Valid signature Filed with authorized/valid electronic signature
VALUES FIRST ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2018 270392191 2019-07-18 VALUES FIRST ADVISORS INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4237737835
Plan sponsor’s address 101 MARKETSIDE AVE, SUITE 404-113, PONTE VEDRA, FL, 32081

Signature of
Role Plan administrator
Date 2019-07-18
Name of individual signing L. ALEX ELLIS
Valid signature Filed with authorized/valid electronic signature
VALUES FIRST ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2017 270392191 2018-07-30 VALUES FIRST ADVISORS INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4237737835
Plan sponsor’s address 101 MARKETSIDE AVE, SUITE 404-113, PONTE VEDRA, FL, 32081

Signature of
Role Plan administrator
Date 2018-07-30
Name of individual signing LARRY ELLIS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ELLIS LARRY A Chief Executive Officer 203 Fort Wade Road, PONTE VEDRA, FL, 32081
Benjamin Nunn P President 101 Old Gray Station Road, Gray, TN, 37617
ELLIS LARRY A Agent 203 Fort Wade Road, PONTE VEDRA, FL, 32081

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-03-04 101 Old Gray Station Road, Gray, TN 37617 -
REGISTERED AGENT ADDRESS CHANGED 2024-03-04 203 Fort Wade Road, Suite 105, PONTE VEDRA, FL 32081 -
CHANGE OF PRINCIPAL ADDRESS 2020-03-31 101 Old Gray Station Road, Gray, TN 37617 -
REGISTERED AGENT NAME CHANGED 2020-03-31 ELLIS, LARRY ALEX -

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-03-31
ANNUAL REPORT 2022-02-28
ANNUAL REPORT 2021-02-17
ANNUAL REPORT 2020-03-31
AMENDED ANNUAL REPORT 2019-02-13
ANNUAL REPORT 2019-02-11
Foreign Profit 2018-02-22

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Companies related by address

No other companies in our directory share the same address as VALUES FIRST ADVISORS, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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