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  5. PENSION SERVICES, INC.

PENSION SERVICES, INC. - Florida Company Profile

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Company Details

Entity Name: PENSION SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 29 Nov 1989 (36 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 13 Apr 1993 (32 years ago)
Document Number: L32464
FEI/EIN Number 650158316
Address: 3150 SW 38 AVENUE,, SUITE 900, MIAMI, FL, 33146, US
Mail Address: 3150 SW 38 AVENUE,, SUITE 900, MIAMI, FL, 33146, US
ZIP code: 33146
City: Miami
County: Miami-Dade
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
PENAFIEL, ROBERT President 3150 SW 38 AVENUE,, MIAMI, FL, 33146
CAO JIANSHENG Secretary 3150 SW 38 AVENUE,, MIAMI, FL, 33146
CAO JIANSHENG Treasurer 3150 SW 38 AVENUE,, MIAMI, FL, 33146
PENAFIEL ROBERT Agent 3150 SW 38 AVENUE,, MIAMI, FL, 33146
PENAFIEL, ROBERT Director 3150 SW 38 AVENUE,, MIAMI, FL, 33146
KELLY CAMERON Vice President 3150 SW 38 AVENUE,, MIAMI, FL, 33146

Form 5500 Series

Employer Identification Number (EIN):
650158316
Plan Year:
2017
Number Of Participants:
18
Sponsors Telephone Number:
3055955500
File:
View File
Plan Year:
2016
Number Of Participants:
17
Sponsors Telephone Number:
3055955500
File:
View File
Plan Year:
2015
Number Of Participants:
12
Sponsors Telephone Number:
3055955500
File:
View File
Plan Year:
2015
Number Of Participants:
0
Sponsors Telephone Number:
3055955500
File:
View File
Plan Year:
2014
Number Of Participants:
13
Sponsors Telephone Number:
3055955500
File:
View File

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2014-01-14 3150 SW 38 AVENUE,, SUITE 900, MIAMI, FL 33146 -
CHANGE OF PRINCIPAL ADDRESS 2013-09-17 3150 SW 38 AVENUE,, SUITE 900, MIAMI, FL 33146 -
CHANGE OF MAILING ADDRESS 2013-09-17 3150 SW 38 AVENUE,, SUITE 900, MIAMI, FL 33146 -
REGISTERED AGENT NAME CHANGED 2007-03-12 PENAFIEL, ROBERT -
AMENDMENT AND NAME CHANGE 1993-04-13 PENSION SERVICES, INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-07-13
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-20
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-01-30
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-26
ANNUAL REPORT 2015-01-12

USAspending Awards / Financial Assistance

Date:
2020-04-28
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:
345862.00
Total Face Value Of Loan:
345862.00
Date:
2020-04-18
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

Trademarks

Serial Number:
87220971
Mark:
PSI PENSION SERVICES INC DESIGNING RETIREMENT PLANS FOR MAXIMIZED CONTRIBUTION
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2016-10-31
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
PSI PENSION SERVICES INC DESIGNING RETIREMENT PLANS FOR MAXIMIZED CONTRIBUTION
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial administration of employee pension plans; Financial management of employee pension plans
First Use:
2007-08-05
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77326925
Mark:
PSI PENSION SERVICES INC. DESIGNING RETIREMENT PLANS FOR MAXIMIZED CONTRIBUTION
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. 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:
2007-11-12
Mark Drawing Type:
5 - AN ILLUSTRATION DRAWING WITH WORD(S)/LETTER(S)/NUMBER(S) IN STYLIZED FORM
Mark Literal Elements:
PSI PENSION SERVICES INC. DESIGNING RETIREMENT PLANS FOR MAXIMIZED CONTRIBUTION
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Administration of employee pension plans
First Use:
2007-08-05
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
87433521
Mark:
TPA SELECT
Status:
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
Mark Type:
SERVICE MARK
Application Filing Date:
2017-05-02
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
TPA SELECT
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Design and financial administration in the nature of processing, administering and managing employee benefit plans concerning qualified employee defined benefit retirement plans and defined contribution qualified retirement plans
First Use:
2018-10-05
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
19
Initial Approval Amount:
$320,867
Date Approved:
2021-01-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$320,867
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$322,622.86
Servicing Lender:
Valley National Bank
Use of Proceeds:
Payroll: $320,867
Jobs Reported:
21
Initial Approval Amount:
$345,862
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$345,862
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$348,417.54
Servicing Lender:
Valley National Bank
Use of Proceeds:
Payroll: $345,862

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Date of last update: 02 Aug 2025

Sources: Florida Department of State

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