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  5. IRA FINANCIAL GROUP, LLC

IRA FINANCIAL GROUP, LLC - Florida Company Profile

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Company Details

Entity Name: IRA FINANCIAL GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 11 Jan 2010 (16 years ago)
Document Number: L10000003904
FEI/EIN Number 271656243
Address: 1674 Meridian Avenue, MIAMI BEACH, FL, 33139, US
Mail Address: 1674 Meridian Avenue, MIAMI BEACH, FL, 33139, US
ZIP code: 33139
City: Miami Beach
County: Miami-Dade
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
1009592
State:
NEW YORK
NEW YORK profile:
IRA FINANCIAL GROUP, LLC (NY)
Type:
Headquarter of
Company Number:
undefined604827260
State:
WASHINGTON
WASHINGTON profile:
IRA FINANCIAL GROUP, LLC (WA)
Type:
Headquarter of
Company Number:
001-068-164
State:
ALABAMA
ALABAMA profile:
IRA FINANCIAL GROUP, LLC (AL)
Type:
Headquarter of
Company Number:
4122988
State:
NEW YORK
NEW YORK profile:
IRA FINANCIAL GROUP, LLC (NY)

Key Officers & Management

Name Role Address
Bergman Adam Manager 1674 Meridian Avenue, MIAMI BEACH, FL, 33139
Bergman Adam Agent 1674 Meridian Avenue, MIAMI BEACH, FL, 33139

Form 5500 Series

Employer Identification Number (EIN):
271656243
Plan Year:
2020
Number Of Participants:
33
Sponsors Telephone Number:
3055389292
File:
View File
Plan Year:
2019
Number Of Participants:
28
Sponsors Telephone Number:
3055389292
File:
View File
Plan Year:
2018
Number Of Participants:
20
Sponsors Telephone Number:
3055389292
File:
View File
Plan Year:
2017
Number Of Participants:
16
Sponsors Telephone Number:
3055389292
File:
View File
Plan Year:
2016
Number Of Participants:
13
Sponsors Telephone Number:
3055389292
File:
View File

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-02-11 1674 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 -
CHANGE OF PRINCIPAL ADDRESS 2025-02-11 1674 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 -
CHANGE OF MAILING ADDRESS 2025-02-11 1674 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 -
REGISTERED AGENT ADDRESS CHANGED 2024-08-30 1637 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 -
CHANGE OF MAILING ADDRESS 2024-08-30 1637 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 -
CHANGE OF PRINCIPAL ADDRESS 2024-08-30 1637 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 -
REGISTERED AGENT NAME CHANGED 2013-03-18 Bergman, Adam -

Documents

Name Date
ANNUAL REPORT 2025-02-11
AMENDED ANNUAL REPORT 2024-08-30
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-07-14
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-02-10
ANNUAL REPORT 2019-02-12
ANNUAL REPORT 2018-04-02
ANNUAL REPORT 2017-02-24

USAspending Awards / Financial Assistance

Date:
2020-06-29
Link:
View on USAspending
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:
150000.00
Date:
2020-06-29
Link:
View on USAspending
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:
150000.00
Date:
2020-04-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-23
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-16
Link:
View on USAspending
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:
240400.00
Total Face Value Of Loan:
240400.00

Trademarks

Serial Number:
88379694
Mark:
IRA FINANCIAL
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2019-04-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
IRA FINANCIAL
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Online financial services accessible by means of downloadable applications for use by retirement account investors for managing and investing in alternative assets; financial services, namely, providing custody, administration, and consulting services for self-directed IRAs, 401(k) plans, pension ad...
First Use:
2010-02-20
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
25
Initial Approval Amount:
$240,400
Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$240,400
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$241,811.35
Servicing Lender:
International Finance Bank
Use of Proceeds:
Payroll: $180,300
Utilities: $60,100

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Date of last update: 02 Aug 2025

Sources: Florida Department of State

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