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  5. ALTER RETIREMENT PLANNING, INC.

ALTER RETIREMENT PLANNING, INC. - Florida Company Profile

Company Details

Entity Name: ALTER RETIREMENT PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ALTER RETIREMENT PLANNING, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 30 May 2000 (25 years ago)
Document Number: P00000055313
FEI/EIN Number 651017337

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 994 NW 6th Drive, Boca Raton, FL, 33486, US
Mail Address: 1279 W Palmetto Pk Rd, BOCA RATON, FL, 33427, US
ZIP code: 33486
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALTER RETIREMENT PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST 2022 651017337 2023-03-24 ALTER RETIREMENT PLANNING INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address PO BOX 272483, BOCA RATON, FL, 334272483

Signature of
Role Plan administrator
Date 2023-03-24
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST 2021 651017337 2022-03-30 ALTER RETIREMENT PLANNING INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address PO BOX 272483, BOCA RATON, FL, 334272483

Signature of
Role Plan administrator
Date 2022-03-30
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST 2020 651017337 2021-04-01 ALTER RETIREMENT PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address PO BOX 272483, BOCA RATON, FL, 334272483

Signature of
Role Plan administrator
Date 2021-04-01
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401(K) PROFIT SHARING PLAN & TRUST 2019 651017337 2020-04-08 ALTER RETIREMENT PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address 33 SE 7TH ST STE M, BOCA RATON, FL, 334326125

Signature of
Role Plan administrator
Date 2020-04-08
Name of individual signing RICHARD
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401 K PROFIT SHARING PLAN TRUST 2018 651017337 2019-03-19 ALTER RETIREMENT PLANNING INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address 33 SE 7TH ST STE M, BOCA RATON, FL, 334326125

Signature of
Role Plan administrator
Date 2019-03-19
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401 K PROFIT SHARING PLAN TRUST 2017 651017337 2018-04-09 ALTER RETIREMENT PLANNING INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address 33 SE 7TH ST STE M, BOCA RATON, FL, 334326125

Signature of
Role Plan administrator
Date 2018-04-09
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401 K PROFIT SHARING PLAN TRUST 2016 651017337 2017-05-11 ALTER RETIREMENT PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address 33 SE 7TH ST STE M, BOCA RATON, FL, 334326125

Signature of
Role Plan administrator
Date 2017-05-11
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401 K PROFIT SHARING PLAN TRUST 2015 651017337 2016-05-13 ALTER RETIREMENT PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address 33 SE 7TH ST STE M, BOCA RATON, FL, 334326125

Signature of
Role Plan administrator
Date 2016-05-13
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401 K PROFIT SHARING PLAN TRUST 2014 651017337 2015-05-07 ALTER RETIREMENT PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address 33 SE 7TH ST STE M, BOCA RATON, FL, 334326125

Signature of
Role Plan administrator
Date 2015-05-07
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature
ALTER RETIREMENT PLANNING INC 401 K PROFIT SHARING PLAN TRUST 2013 651017337 2014-05-01 ALTER RETIREMENT PLANNING INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 5613946226
Plan sponsor’s address 33 SE 7TH ST STE M, BOCA RATON, FL, 334326125

Signature of
Role Plan administrator
Date 2014-05-01
Name of individual signing RICHARD ALTER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ALTER RICHARD A Director 994 NW 6th Drive, Boca Raton, FL, 33486
ALTER RICHARD A Agent 994 NW 6th Drive, Boca Raton, FL, 33486

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-01-11 994 NW 6th Drive, Boca Raton, FL 33486 -
CHANGE OF MAILING ADDRESS 2021-01-11 994 NW 6th Drive, Boca Raton, FL 33486 -
REGISTERED AGENT ADDRESS CHANGED 2021-01-11 994 NW 6th Drive, Boca Raton, FL 33486 -
REGISTERED AGENT NAME CHANGED 2001-01-04 ALTER, RICHARD APRES. -

Documents

Name Date
ANNUAL REPORT 2025-01-14
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-01-31
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-13
ANNUAL REPORT 2019-01-10
ANNUAL REPORT 2018-01-10
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-03-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6883867005 2020-04-07 0455 PPP 33 SE 7th street suite m, BOCA RATON, FL, 33432-6101
Loan Status Date 2021-03-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 66200
Loan Approval Amount (current) 66200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17124
Servicing Lender Name City National Bank of Florida
Servicing Lender Address 100 SE 2nd St, MIAMI, FL, 33131
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address BOCA RATON, PALM BEACH, FL, 33432-6101
Project Congressional District FL-23
Number of Employees 3
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 17124
Originating Lender Name City National Bank of Florida
Originating Lender Address MIAMI, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 66585.48
Forgiveness Paid Date 2021-02-16

Companies related by officers

ALTER RICHARD A

ALTER & ASSOCIATES, INC. - Inactive
Domestic Profit (1975 - 1999)

Companies related by address

No other companies in our directory share the same address as ALTER RETIREMENT PLANNING, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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