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  5. PENSION PLANNERS, INC.

PENSION PLANNERS, INC.

Company Details

Entity Name: PENSION PLANNERS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 27 Dec 2004 (20 years ago)
Document Number: P04000171961
FEI/EIN Number 202053740
Address: 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL, 34110, US
Mail Address: 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL, 34110, US
ZIP code: 34110
County: Collier
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2022 202053740 2024-02-15 PENSION PLANNERS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s address 1045 CROSSPOINTE DRIVE, SUITE 1, NAPLES, FL, 34110

Signature of
Role Plan administrator
Date 2024-02-15
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2021 202053740 2023-03-14 PENSION PLANNERS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s address 1045 CROSSPOINTE DRIVE, SUITE 1, NAPLES, FL, 34110

Signature of
Role Plan administrator
Date 2023-03-14
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2020 202053740 2021-10-15 PENSION PLANNERS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s address 1045 CROSSPOINTE DRIVE, SUITE 1, NAPLES, FL, 34110

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2019 202053740 2020-10-15 PENSION PLANNERS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s address 1045 CROSSPOINTE DRIVE, SUITE 1, NAPLES, FL, 34110

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2018 202053740 2019-10-15 PENSION PLANNERS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s address 1045 CROSSPOINTE DRIVE, SUITE 1, NAPLES, FL, 34110

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2012 202053740 2013-10-14 PENSION PLANNERS, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s mailing address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110
Plan sponsor’s address PENSION PLANNERS INC, 1045 CROSSPOINTE DR STE 2, NAPLES, FL, 34110

Number of participants as of the end of the plan year
Active participants 6
Retired or separated participants receiving benefits 1
Number of participants with account balances as of the end of the plan year 6

Signature of
Role Plan administrator
Date 2013-10-14
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2011 202053740 2012-10-15 PENSION PLANNERS, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s mailing address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110
Plan sponsor’s address PENSION PLANNERS INC, 1045 CROSSPOINTE DR STE 2, NAPLES, FL, 34110

Plan administrator’s name and address
Administrator’s EIN 202053740
Plan administrator’s name PENSION PLANNERS, INC.
Plan administrator’s address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110
Administrator’s telephone number 2395989992

Number of participants as of the end of the plan year
Active participants 5
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 6

Signature of
Role Plan administrator
Date 2012-10-15
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2010 202053740 2011-10-11 PENSION PLANNERS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s mailing address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110
Plan sponsor’s address PENSION PLANNERS INC, 1045 CROSSPOINTE DR STE 2, NAPLES, FL, 34110

Plan administrator’s name and address
Administrator’s EIN 202053740
Plan administrator’s name PENSION PLANNERS, INC.
Plan administrator’s address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110
Administrator’s telephone number 2395989992

Number of participants as of the end of the plan year
Active participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2011-10-11
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature
PENSION PLANNERS, INC. 401(K) PROFIT SHARING PLAN 2009 202053740 2010-10-11 PENSION PLANNERS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 541990
Sponsor’s telephone number 2395989992
Plan sponsor’s mailing address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110
Plan sponsor’s address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110

Plan administrator’s name and address
Administrator’s EIN 202053740
Plan administrator’s name PENSION PLANNERS, INC.
Plan administrator’s address 1045 CROSSPOINTE DRIVE, SUITE 2, NAPLES, FL, 34110
Administrator’s telephone number 2395989992

Number of participants as of the end of the plan year
Active participants 6
Other retired or separated participants entitled to future benefits 1
Number of participants with account balances as of the end of the plan year 6
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2010-10-11
Name of individual signing JAMES RALEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RALEY JAMES M Agent 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL, 34110

Director

Name Role Address
RALEY JAMES M Director 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL, 34110
RALEY JOANNE C Director 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL, 34110

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-04-02 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL 34110 No data
CHANGE OF MAILING ADDRESS 2019-04-02 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL 34110 No data
REGISTERED AGENT ADDRESS CHANGED 2019-04-02 1045 CROSSPOINTE DR SUITE 1, NAPLES, FL 34110 No data

Documents

Name Date
ANNUAL REPORT 2025-01-27
ANNUAL REPORT 2024-03-14
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-26
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-04-02
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-14

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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