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  5. WALLER & WAX ADVISORS, INC.

WALLER & WAX ADVISORS, INC.

Company Details

Entity Name: WALLER & WAX ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 29 Aug 1984 (40 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 08 Dec 2005 (19 years ago)
Document Number: H18725
FEI/EIN Number 59-2449554
Address: 3010 W. Azeele St. Ste 120, TAMPA, FL 33609
Mail Address: 3010 W. Azeele St. Ste 120, TAMPA, FL 33609
ZIP code: 33609
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WALLER & WAX ADVISORS, INC. 401(K) PLAN 2019 592449554 2021-09-21 WALLER & WAX ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET, SUITE 2150, TAMPA, FL, 33602
WALLER & WAX ADVISORS, INC. 401(K) PLAN 2018 592449554 2019-06-04 WALLER & WAX ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET, SUITE 2150, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2019-06-04
Name of individual signing JON WAX
Valid signature Filed with authorized/valid electronic signature
WALLER & WAX ADVISORS, INC. 401(K) PLAN 2017 592449554 2018-04-11 WALLER & WAX ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET, SUITE 2150, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2018-04-11
Name of individual signing JON WAX
Valid signature Filed with authorized/valid electronic signature
WALLER & WAX ADVISORS, INC. 401(K) PLAN 2016 592449554 2017-08-14 WALLER & WAX ADVISORS, INC. 6
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET, SUITE 2150, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2017-08-14
Name of individual signing JON WAX
Valid signature Filed with authorized/valid electronic signature
WALLER & WAX ADVISORS, INC. 401(K) PLAN 2016 592449554 2017-08-22 WALLER & WAX ADVISORS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET, SUITE 2150, TAMPA, FL, 33602

Signature of
Role Plan administrator
Date 2017-08-22
Name of individual signing JON WAX
Valid signature Filed with authorized/valid electronic signature
WALLER & WAX ADVISORS, INC. 401(K) PLAN 2015 592449554 2016-07-14 WALLER & WAX ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET, SUITE 2150, TAMPA, FL, 336025856

Signature of
Role Plan administrator
Date 2016-07-14
Name of individual signing JON WAX
Valid signature Filed with authorized/valid electronic signature
WALLER & WAX ADVISORS, INC. 401(K) PLAN 2014 592449554 2015-10-06 WALLER & WAX ADVISORS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET, SUITE 2150, TAMPA, FL, 336025856

Signature of
Role Plan administrator
Date 2015-10-06
Name of individual signing JON WAX
Valid signature Filed with authorized/valid electronic signature
WALLER & WAX ADVISORS, INC. 401(K) 2013 592449554 2014-07-18 WALLER & WAX ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 541990
Sponsor’s telephone number 8132211956
Plan sponsor’s address 100 NORTH TAMPA STREET 2150, TAMPA, FL, 336025856

Signature of
Role Plan administrator
Date 2014-07-18
Name of individual signing JON WAX
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WAX, JONATHAN D Agent 3010 W. Azeele St. Ste 120, TAMPA, FL 33609

Director

Name Role Address
WAX, JONATHAN D Director 3010 W. Azeele St. Ste 120, TAMPA, FL 33609

Treasurer

Name Role Address
WAX, JONATHAN D Treasurer 3010 W. Azeele St. Ste 120, TAMPA, FL 33609

President

Name Role Address
WAX, JONATHAN D President 3010 W. Azeele St. Ste 120, TAMPA, FL 33609

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-01-29 3010 W. Azeele St. Ste 120, TAMPA, FL 33609 No data
CHANGE OF PRINCIPAL ADDRESS 2023-07-24 3010 W. Azeele St. Ste 120, TAMPA, FL 33609 No data
CHANGE OF MAILING ADDRESS 2023-07-24 3010 W. Azeele St. Ste 120, TAMPA, FL 33609 No data
REGISTERED AGENT NAME CHANGED 2009-01-13 WAX, JONATHAN D No data
NAME CHANGE AMENDMENT 2005-12-08 WALLER & WAX ADVISORS, INC. No data

Documents

Name Date
ANNUAL REPORT 2025-01-04
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-04-16
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-10
ANNUAL REPORT 2017-02-02
ANNUAL REPORT 2016-01-21

Related by officers

WAX, JONATHAN D

J. WAX ENTERPRISES, INC. JONATHAN WAX INVESTMENTS, INC. NEXT GEN SOLUTIONS WEALTH MANAGEMENT, LLC

Related by address

3010 W. Azeele St. Ste 120, TAMPA, FL 33609

J. WAX ENTERPRISES, INC. JONATHAN WAX INVESTMENTS, INC. NEXT GEN SOLUTIONS WEALTH MANAGEMENT, LLC

3010 W. Azeele St. Ste 120, TAMPA, FL 33609

J. WAX ENTERPRISES, INC. JONATHAN WAX INVESTMENTS, INC. NEXT GEN SOLUTIONS WEALTH MANAGEMENT, LLC

Date of last update: 04 Feb 2025

Sources: Florida Department of State

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