| Entity Name: | STERLING WEALTH ADVISORS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
STERLING WEALTH ADVISORS, 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: | 31 Aug 2001 (24 years ago) |
| Last Event: | AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 28 Jun 2010 (15 years ago) |
| Document Number: | P01000086295 |
| FEI/EIN Number |
651134588
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324 |
| Mail Address: | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324 |
| ZIP code: | 33324 |
| County: | Broward |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0001943937 | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324 | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL, 33324 | 9547711313 | |||||||||||
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| Form type | 13F-HR |
| File number | 028-24635 |
| Filing date | 2025-01-28 |
| Reporting date | 2024-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BENEFITGUARD RETIREMENT INCOME SECURITY PLAN | 2014 | 651134588 | 2015-07-24 | STERLING WEALTH ADVISORS, INC. | 3 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 205354793 |
| Plan administrator’s name | BENEFITGUARD, LLC |
| Plan administrator’s address | 877 EAST 1200 SOUTH #1272, OREM, UT, 840971272 |
| Administrator’s telephone number | 8778602664 |
Signature of
| Role | Plan administrator |
| Date | 2015-07-24 |
| Name of individual signing | SPENCER BARCLAY |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 003 |
| Effective date of plan | 2013-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 9547711313 |
| Plan sponsor’s address | 181 EL DORADO PARKWAY, PLANTATION, FL, 33317 |
Plan administrator’s name and address
| Administrator’s EIN | 205354793 |
| Plan administrator’s name | BENEFITGUARD, LLC |
| Plan administrator’s address | 877 EAST 1200 SOUTH #1272, OREM, UT, 840971272 |
| Administrator’s telephone number | 8778602664 |
Signature of
| Role | Plan administrator |
| Date | 2014-07-24 |
| Name of individual signing | SPENCER BARCLAY |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| BARRETT ELIZABETH | President | 8201 Peters Rd, PLANTATION, FL, 33324 |
| BARRETT ELIZABETH | Director | 8201 Peters Rd, PLANTATION, FL, 33324 |
| BARRETT ELIZABETH | Agent | 8201 Peters Rd, PLANTATION, FL, 33324 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2014-03-16 | 8201 Peters Rd, Ste 1000, PLANTATION, FL 33324 | - |
| CHANGE OF PRINCIPAL ADDRESS | 2012-02-08 | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL 33324 | - |
| AMENDMENT AND NAME CHANGE | 2010-06-28 | STERLING WEALTH ADVISORS, INC. | - |
| CHANGE OF MAILING ADDRESS | 2010-06-28 | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL 33324 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-21 |
| ANNUAL REPORT | 2024-02-07 |
| ANNUAL REPORT | 2023-02-23 |
| ANNUAL REPORT | 2022-03-17 |
| ANNUAL REPORT | 2021-02-24 |
| ANNUAL REPORT | 2020-02-18 |
| ANNUAL REPORT | 2019-02-18 |
| ANNUAL REPORT | 2018-02-26 |
| ANNUAL REPORT | 2017-03-20 |
| ANNUAL REPORT | 2016-03-23 |
Date of last update: 02 May 2025
Sources: Florida Department of State
