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  5. ERISA FIDUCIARY ADVISORS, INC.

ERISA FIDUCIARY ADVISORS, INC.

Company Details

Entity Name: ERISA FIDUCIARY ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 28 Apr 2005 (20 years ago)
Date of dissolution: 28 Sep 2018 (6 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 28 Sep 2018 (6 years ago)
Document Number: P05000063093
FEI/EIN Number 203419213
Address: 532 COLORADO AVENUE, STUART, FL, 34994
Mail Address: 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EFA 401(K) PLAN 2015 203419213 2016-07-07 ERISA FIDUCIARY ADVISORS, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9543855331
Plan sponsor’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Signature of
Role Plan administrator
Date 2016-07-07
Name of individual signing THOMAS B BASTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-07
Name of individual signing THOMAS B BASTIN
Valid signature Filed with authorized/valid electronic signature
EFA 401(K) PLAN 2015 203419213 2016-11-15 ERISA FIDUCIARY ADVISORS, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9543855331
Plan sponsor’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Signature of
Role Plan administrator
Date 2016-11-15
Name of individual signing THOMAS B BASTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-11-15
Name of individual signing THOMAS B BASTIN
Valid signature Filed with authorized/valid electronic signature
EFA 401(K) PLAN 2014 203419213 2015-06-25 ERISA FIDUCIARY ADVISORS, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9543855331
Plan sponsor’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Signature of
Role Plan administrator
Date 2015-06-25
Name of individual signing THOMAS B. BASTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-25
Name of individual signing THOMAS B. BASTIN
Valid signature Filed with authorized/valid electronic signature
EFA 401(K) PLAN 2013 203419213 2014-04-25 ERISA FIDUCIARY ADVISORS, INC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9543855331
Plan sponsor’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Signature of
Role Plan administrator
Date 2014-04-25
Name of individual signing THOMAS B BASTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-04-25
Name of individual signing THOMAS B BASTIN
Valid signature Filed with authorized/valid electronic signature
ERISA FIDUCIARY ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2012 203419213 2013-07-23 ERISA FIDUCIARY ADVISORS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-05-02
Business code 523900
Sponsor’s telephone number 9543855331
Plan sponsor’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Plan administrator’s name and address
Administrator’s EIN 203419213
Plan administrator’s name ERISA FIDUCIARY ADVISORS, INC.
Plan administrator’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
Administrator’s telephone number 9543855331

Signature of
Role Plan administrator
Date 2013-07-23
Name of individual signing THOMAS BASTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-23
Name of individual signing THOMAS BASTIN
Valid signature Filed with authorized/valid electronic signature
ERISA FIDUCIARY ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2011 203419213 2013-03-20 ERISA FIDUCIARY ADVISORS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-05-02
Business code 523900
Sponsor’s telephone number 9543855331
Plan sponsor’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Plan administrator’s name and address
Administrator’s EIN 203419213
Plan administrator’s name ERISA FIDUCIARY ADVISORS, INC.
Plan administrator’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
Administrator’s telephone number 9543855331

Signature of
Role Plan administrator
Date 2013-03-20
Name of individual signing THOMAS BASTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-03-20
Name of individual signing THOMAS BASTIN
Valid signature Filed with authorized/valid electronic signature
ERISA FIDUCIARY ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2010 203419213 2013-03-20 ERISA FIDUCIARY ADVISORS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-05-02
Business code 523900
Sponsor’s telephone number 9543855331
Plan sponsor’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Plan administrator’s name and address
Administrator’s EIN 203419213
Plan administrator’s name ERISA FIDUCIARY ADVISORS, INC.
Plan administrator’s address 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
Administrator’s telephone number 9543855331

Signature of
Role Plan administrator
Date 2013-03-20
Name of individual signing THOMAS BASTIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-03-20
Name of individual signing THOMAS BASTIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LARSEN BRADLEY L Agent 532 COLORADO AVENUE, STUART, FL, 34994

President

Name Role Address
BASTIN THOMAS B President 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Vice President

Name Role Address
BASTIN THOMAS B Vice President 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Secretary

Name Role Address
BASTIN THOMAS B Secretary 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Treasurer

Name Role Address
BASTIN THOMAS B Treasurer 1160 BIRCHWOOD ROAD, WESTON, FL, 33327

Executive Vice President

Name Role Address
LARSEN BRADLEY L Executive Vice President 532 COLORADO AVENUE, STUART, FL, 34994

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2018-09-28 No data No data
CHANGE OF PRINCIPAL ADDRESS 2010-04-27 532 COLORADO AVENUE, STUART, FL 34994 No data
REGISTERED AGENT NAME CHANGED 2010-04-27 LARSEN, BRADLEY LEVP No data
REGISTERED AGENT ADDRESS CHANGED 2010-04-27 532 COLORADO AVENUE, STUART, FL 34994 No data

Documents

Name Date
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-19
ANNUAL REPORT 2015-04-24
ANNUAL REPORT 2014-02-26
ANNUAL REPORT 2013-01-13
ANNUAL REPORT 2012-02-06
ANNUAL REPORT 2011-04-14
ANNUAL REPORT 2010-04-27
ANNUAL REPORT 2009-01-19
ANNUAL REPORT 2008-01-14

Related by officers

BASTIN THOMAS B

SECURITY PROPERTY & CASUALTY, LLC ERISA FIDUCIARIES LLC SECURITY FINANCIAL BROKERAGE SERVICES, LLC DBG BENEFITS, INC.

Related by address

532 COLORADO AVENUE, STUART, FL, 34994

LAW OFFICES OF LEE N. FEINBERG, P.A. ZWEBEN LAW GROUP, P.A. HOBE SOUND JOINT VENTURE, LLC GENE R. ZWEBEN, PLLC MICHAEL MALISZEWSKI, P.A.

1160 BIRCHWOOD ROAD, WESTON, FL, 33327

THE PLANNING STRATEGIES GROUP, INC. DBG BENEFITS, INC.

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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