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  5. IRA FINANCIAL GROUP, LLC

IRA FINANCIAL GROUP, LLC

Headquarter

Company Details

Entity Name: IRA FINANCIAL GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 11 Jan 2010 (15 years ago)
Document Number: L10000003904
FEI/EIN Number 271656243
Address: 1637 Meridian Avenue, MIAMI BEACH, FL, 33139, US
Mail Address: 1637 Meridian Avenue, MIAMI BEACH, FL, 33139, US
ZIP code: 33139
County: Miami-Dade
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of IRA FINANCIAL GROUP, LLC, ALABAMA 001-068-164 ALABAMA
Headquarter of IRA FINANCIAL GROUP, LLC, NEW YORK 4122988 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
IRAFG 401K TRUST 2020 271656243 2021-09-16 IRA FINANCIAL GROUP LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-15
Business code 524290
Sponsor’s telephone number 3055389292
Plan sponsor’s mailing address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139
Plan sponsor’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 271656243
Plan administrator’s name ADAM BERGMAN
Plan administrator’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139
Administrator’s telephone number 3055389292

Number of participants as of the end of the plan year
Active participants 33
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 6
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 33
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2021-09-16
Name of individual signing ADAM BERGMAN
Valid signature Filed with authorized/valid electronic signature
IRAFG 401K TRUST 2019 271656243 2020-07-30 IRA FINANCIAL GROUP LLC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-15
Business code 524290
Sponsor’s telephone number 3055389292
Plan sponsor’s mailing address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139
Plan sponsor’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 271656243
Plan administrator’s name ADAM BERGMAN
Plan administrator’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139

Number of participants as of the end of the plan year
Active participants 29
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 29
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing ADAM BERGMAN
Valid signature Filed with authorized/valid electronic signature
IRAFG 401K TRUST 2018 271656243 2019-10-01 IRA FINANCIAL GROUP LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-15
Business code 524290
Sponsor’s telephone number 3055389292
Plan sponsor’s mailing address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139
Plan sponsor’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 271656243
Plan administrator’s name ADAM BERGMAN
Plan administrator’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139

Number of participants as of the end of the plan year
Active participants 28
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 28
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2019-10-01
Name of individual signing ADAM BERGMAN
Valid signature Filed with authorized/valid electronic signature
IRAFG 401K TRUST 2017 271656243 2018-07-23 IRA FINANCIAL GROUP LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-15
Business code 524290
Sponsor’s telephone number 3055389292
Plan sponsor’s mailing address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139
Plan sponsor’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 271656243
Plan administrator’s name ADAM BERGMAN
Plan administrator’s address 1691 MICHIGAN AVE., STE 415, MIAMI BEACH, FL, 33139

Number of participants as of the end of the plan year
Active participants 20
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 20
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing ADAM BERGMAN
Valid signature Filed with authorized/valid electronic signature
IRAFG 401K TRUST 2016 271656243 2017-09-18 IRA FINANCIAL GROUP LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-03-15
Business code 524290
Sponsor’s telephone number 3055389292
Plan sponsor’s mailing address 1688 MERIDIAN AVENUE, SUITE 504, MIAMI BEACH, FL, 33139
Plan sponsor’s address 1688 MERIDIAN AVENUE, SUITE 504, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 271656243
Plan administrator’s name ADAM BERGMAN
Plan administrator’s address 1688 MERIDIAN AVENUE, SUITE 504, MIAMI BEACH, FL, 33139

Number of participants as of the end of the plan year
Active participants 16
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 15
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2017-09-18
Name of individual signing ADAM BERGMAN
Valid signature Filed with authorized/valid electronic signature
J2WEB INC 401K TRUST 2015 453694929 2016-06-22 IRA FINANCIAL GROUP LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-28
Business code 541519
Sponsor’s telephone number 8004720646
Plan sponsor’s address 650 WEST AVE APT 810, MIAMI BEACH, FL, 331395545

Plan administrator’s name and address
Administrator’s EIN 453666775
Plan administrator’s name J2WEB INC
Plan administrator’s address 7011 237TH ST E, MYAKKA CITY, FL, 342517344
Administrator’s telephone number 9417794768

Signature of
Role Plan administrator
Date 2016-06-22
Name of individual signing JASON LEVY
Valid signature Filed with authorized/valid electronic signature
J2WEB INC 401K TRUST 2014 453694929 2015-03-25 IRA FINANCIAL GROUP LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-28
Business code 541519
Sponsor’s telephone number 8004720646
Plan sponsor’s address 650 WEST AVENUE SUITE 810, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 453666775
Plan administrator’s name J2WEB INC
Plan administrator’s address 8519 E SR70, BRADENTON, FL, 34202
Administrator’s telephone number 9418067656
J2WEB INC 401K TRUST 2014 453694929 2015-03-23 IRA FINANCIAL GROUP LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2011-10-28
Business code 541519
Sponsor’s telephone number 8004720646
Plan sponsor’s address 650 WEST AVENUE SUITE 810, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 453666775
Plan administrator’s name J2WEB INC
Plan administrator’s address 8519 E SR70, BRADENTON, FL, 34202
Administrator’s telephone number 9418067656
J2WEB INC 401K TRUST 2014 453694929 2015-03-24 IRA FINANCIAL GROUP LLC 2
Three-digit plan number (PN) 001
Effective date of plan 2011-10-28
Business code 541519
Sponsor’s telephone number 8004720646
Plan sponsor’s address 650 WEST AVENUE SUITE 810, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 453666775
Plan administrator’s name J2WEB INC
Plan administrator’s address 8519 E SR70, BRADENTON, FL, 34202
Administrator’s telephone number 9418067656
J2WEB INC 401K TRUST 2013 453694929 2014-07-07 IRA FINANCIAL GROUP LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-10-28
Business code 541519
Sponsor’s telephone number 8004720646
Plan sponsor’s address 650 WEST AVENUE SUITE 810, MIAMI BEACH, FL, 33139

Plan administrator’s name and address
Administrator’s EIN 453666775
Plan administrator’s name J2WEB INC
Plan administrator’s address 8519 E SR70, BRADENTON, FL, 34202
Administrator’s telephone number 9418067656

Agent

Name Role Address
Bergman Adam Agent 1637 Meridian Avenue, MIAMI BEACH, FL, 33139

Manager

Name Role Address
Bergman Adam Manager 1637 Meridian Avenue, MIAMI BEACH, FL, 33139

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-08-30 1637 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 No data
CHANGE OF MAILING ADDRESS 2024-08-30 1637 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 No data
REGISTERED AGENT ADDRESS CHANGED 2024-08-30 1637 Meridian Avenue, Suite 430, MIAMI BEACH, FL 33139 No data
REGISTERED AGENT NAME CHANGED 2013-03-18 Bergman, Adam No data

Documents

Name Date
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
ANNUAL REPORT 2016-03-07

Related by officers

Bergman Adam

JEFFREY SILBERMAN IRA LLC PENSION INVESTORS CORPORATION

Related by address

No related companies by address

Date of last update: 02 Jan 2025

Sources: Florida Department of State

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