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  5. ALTER RETIREMENT PLANNING, INC.

ALTER RETIREMENT PLANNING, INC.

Company Details

Entity Name: ALTER RETIREMENT PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 30 May 2000 (25 years ago)
Document Number: P00000055313
FEI/EIN Number 651017337
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

Agent

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

Director

Name Role Address
ALTER RICHARD A Director 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 No data
CHANGE OF MAILING ADDRESS 2021-01-11 994 NW 6th Drive, Boca Raton, FL 33486 No data
REGISTERED AGENT ADDRESS CHANGED 2021-01-11 994 NW 6th Drive, Boca Raton, FL 33486 No data
REGISTERED AGENT NAME CHANGED 2001-01-04 ALTER, RICHARD APRES. No data

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

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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