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  5. CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC.

CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC.

Company Details

Entity Name: CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active
Date Filed: 17 Jun 1996 (29 years ago)
Document Number: N96000003258
FEI/EIN Number 593409057
Address: 2703 NE 14TH ST, OCALA, FL, 34470, US
Mail Address: 2703 NE 14TH ST, OCALA, FL, 34470, US
ZIP code: 34470
County: Marion
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B 2023 593409057 2024-10-22 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 102
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address 3003 SW COLLEGE RD STE 205 BLDG 42, OCALA, FL, 344746253

Signature of
Role Plan administrator
Date 2024-10-14
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B 2022 593409057 2023-10-12 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 104
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address 3003 SW COLLEGE RD STE 205 BLDG 42, OCALA, FL, 344746253

Signature of
Role Plan administrator
Date 2023-10-11
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B 2021 593409057 2022-09-29 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 109
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address SUITE 205, 3003 SW COLLEGE RD BLDG 42, OCALA, FL, 344746252

Signature of
Role Plan administrator
Date 2022-09-19
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-19
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B 2020 593409057 2022-06-10 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 113
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address SUITE 205, 3003 SW COLLEGE RD BLDG 42, OCALA, FL, 344746252

Signature of
Role Plan administrator
Date 2022-06-10
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT 2019 593409057 2020-10-07 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 115
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address 3003 SW COLLEGE RD BLDG 42, SUITE 205, OCALA, FL, 344746252

Signature of
Role Plan administrator
Date 2020-10-07
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B 2018 593409057 2019-09-23 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 109
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address SUITE 205, 3003 SW COLLEGE RD BLDG 42, OCALA, FL, 344746252

Signature of
Role Plan administrator
Date 2019-09-23
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B 2017 593409057 2018-10-02 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 108
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address 3003 SW COLLEGE ROAD, BUILDING 42 SUITE 205, OCALA, FL, 34474

Signature of
Role Plan administrator
Date 2018-10-02
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B 2016 593409057 2017-07-05 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 119
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address 3003 SW COLLEGE ROAD, BUILDING 42 SUITE 205, OCALA, FL, 34474

Signature of
Role Plan administrator
Date 2017-07-05
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B 2015 593409057 2016-10-10 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 115
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address 3003 SW COLLEGE ROAD, BUILDING 42 SUITE 205, OCALA, FL, 34474

Signature of
Role Plan administrator
Date 2016-10-10
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature
CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B 2014 593409057 2015-10-14 CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD 107
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 813000
Sponsor’s telephone number 3528737939
Plan sponsor’s address 3003 SW COLLEGE ROAD, BUILDING 42 SUITE 205, OCALA, FL, 34474

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing SUSAN HELLER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
STERMER ROBERT A Agent 3035 S.E. Maricamp Road, OCALA, FL, 34471

Secretary

Name Role Address
MORGAN FRED Secretary 17850 N. US HWY 441, REDDICK, FL, 32686

Treasurer

Name Role Address
MORGAN FRED Treasurer 17850 N. US HWY 441, REDDICK, FL, 32686

Director

Name Role Address
GODDARD DARLENE Director 20301 SW 86th Loop, Dunnellon, FL, 34431
Cunningham Kevin Director 2421 N Lecanto Hwy, Lecanto, FL, 34461
Judkins Kathy Director P.O. Box 301, Sumterville, FL, 33585

Chairman

Name Role Address
Whiteman Brandon Chairman 741 NE 3rd St., Ocala, FL, 34470

Vice Chairman

Name Role Address
Jones Al Vice Chairman P.O. Box 640118, Beverlyl Hills, FL, 34464

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000033279 TALENT CENTER ACTIVE 2016-04-01 2026-12-31 No data 2703 NE 14TH ST, OCALA, FL, 34470
G13000102004 CAREERSOURCE CLM ACTIVE 2013-10-16 2028-12-31 No data 2703 NE 14TH ST, OCALA, FL, 33470
G13000101595 CAREERSOURCE CITRUS LEVY MARION ACTIVE 2013-10-15 2028-12-31 No data 2703 NE 14TH ST, OCALA, FL, 34470

Events

Event Type Filed Date Value Description
AMENDMENT 1997-04-30 No data No data

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Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Florida Department of State

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