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  5. STEP UP FOR STUDENTS, INC.

STEP UP FOR STUDENTS, INC.

Headquarter

Company Details

Entity Name: STEP UP FOR STUDENTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active
Date Filed: 03 Dec 2021 (3 years ago)
Last Event: AMENDED AND RESTATED ARTICLES
Event Date Filed: 01 Mar 2024 (a year ago)
Document Number: N21000013831
FEI/EIN Number 87-3825479
Address: 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256, US
Mail Address: 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256, US
ZIP code: 32256
County: Duval
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of STEP UP FOR STUDENTS, INC., COLORADO 20171565115 COLORADO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEP UP FOR STUDENTS HEALTH AND WELFARE PLAN 2020 593649371 2021-07-12 STEP UP FOR STUDENTS 269
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2016-01-01
Business code 611000
Sponsor’s telephone number 9043522248
Plan sponsor’s mailing address 4655 SALISBURY RD STE 400, JACKSONVILLE, FL, 322560958
Plan sponsor’s address 4655 SALISBURY RD STE 400, JACKSONVILLE, FL, 322560958

Number of participants as of the end of the plan year
Active participants 220
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2021-07-12
Name of individual signing KEVIN LAW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-12
Name of individual signing KEVIN LAW
Valid signature Filed with authorized/valid electronic signature
STEP UP FOR STUDENTS HEALTH AND WELFARE PLAN 2019 593649371 2020-07-15 STEP UP FOR STUDENTS 205
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2016-01-01
Business code 611000
Sponsor’s telephone number 9043522248
Plan sponsor’s mailing address 4655 SALISBURY RD STE 400, JACKSONVILLE, FL, 322560958
Plan sponsor’s address 4655 SALISBURY RD STE 400, JACKSONVILLE, FL, 322560958

Number of participants as of the end of the plan year
Active participants 268
Retired or separated participants receiving benefits 1

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing KEVIN LAW
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-15
Name of individual signing KEVIN LAW
Valid signature Filed with authorized/valid electronic signature
Role DFE
Date 2020-07-15
Name of individual signing KEVIN LAW
Valid signature Filed with authorized/valid electronic signature
STEP UP FOR STUDENTS 401(K) PLAN 2014 593649371 2015-07-27 STEP UP FOR STUDENTS 101
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 9043522237
Plan sponsor’s address 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2015-07-27
Name of individual signing KIMBERLIE TRACY
Valid signature Filed with authorized/valid electronic signature
STEP UP FOR STUDENTS 401(K) PLAN 2013 593649371 2014-08-06 STEP UP FOR STUDENTS 86
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 9043522237
Plan sponsor’s address 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2014-08-06
Name of individual signing KIMBERLIE TRACY
Valid signature Filed with authorized/valid electronic signature
STEP UP FOR STUDENTS 401(K) PLAN 2013 593649371 2014-08-11 STEP UP FOR STUDENTS 86
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 9043522237
Plan sponsor’s address 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2014-08-11
Name of individual signing KIMBERLIE TRACY
Valid signature Filed with authorized/valid electronic signature
STEP UP FOR STUDENTS 401(K) PLAN 2012 593649371 2013-07-25 STEP UP FOR STUDENTS 66
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 813000
Sponsor’s telephone number 9043522237
Plan sponsor’s address 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2013-07-25
Name of individual signing KEVIN LAW
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
COGENCY GLOBAL INC. Agent

Director

Name Role Address
ALLISON HERTOG Director 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256
JOHN KIRTLEY Director 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Chief Operating Officer

Name Role Address
GINA LYNCH Chief Operating Officer 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Secretary

Name Role Address
LESLY SERCY Secretary 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Chief Executive Officer

Name Role Address
DOUG TUTHILL Chief Executive Officer 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Treasurer

Name Role Address
JOSEPH PFOUNTZ Treasurer 4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256

Events

Event Type Filed Date Value Description
AMENDED AND RESTATEDARTICLES 2024-03-01 No data No data
REGISTERED AGENT NAME CHANGED 2022-03-11 COGENCY GLOBAL INC. No data
REGISTERED AGENT ADDRESS CHANGED 2022-03-11 115 N CALHOUN ST #4, TALLAHASSEE, FL 32301 No data
NAME CHANGE AMENDMENT 2022-01-10 STEP UP FOR STUDENTS, INC. No data

Documents

Name Date
Amended and Restated Articles 2024-03-01
AMENDED ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-26
Reg. Agent Change 2022-03-11
ANNUAL REPORT 2022-02-28
Name Change 2022-01-10
Domestic Non-Profit 2021-12-03

Related by officers

JOHN KIRTLEY

GUIDED, INC.

Related by address

4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256, US

STEP UP FOR STUDENTS INNOVATIONS, INC. STEP UP FOR STUDENTS SERVICES, INC. STEP UP FOR STUDENTS FLORIDA, INC.

4655 SALISBURY ROAD, SUITE 400, JACKSONVILLE, FL, 32256, US

STEP UP FOR STUDENTS INNOVATIONS, INC. STEP UP FOR STUDENTS SERVICES, INC. STEP UP FOR STUDENTS FLORIDA, INC.

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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