| Entity Name: | STERLING WEALTH ADVISORS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 31 Aug 2001 (23 years ago) |
| Last Event: | AMENDMENT AND NAME CHANGE |
| Event Date Filed: | 28 Jun 2010 (15 years ago) |
| Document Number: | P01000086295 |
| FEI/EIN Number | 651134588 |
| 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 |
| 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 | Agent | 8201 Peters Rd, PLANTATION, FL, 33324 |
| Name | Role | Address |
|---|---|---|
| BARRETT ELIZABETH | President | 8201 Peters Rd, PLANTATION, FL, 33324 |
| Name | Role | Address |
|---|---|---|
| BARRETT ELIZABETH | Director | 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 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2012-02-08 | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL 33324 | No data |
| AMENDMENT AND NAME CHANGE | 2010-06-28 | STERLING WEALTH ADVISORS, INC. | No data |
| CHANGE OF MAILING ADDRESS | 2010-06-28 | 8201 PETERS ROAD, SUITE 1000, PLANTATION, FL 33324 | No data |
| 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 Feb 2025
Sources: Florida Department of State
