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  5. ERISA FIDUCIARY ADVISORS, INC.

ERISA FIDUCIARY ADVISORS, INC. - Florida Company Profile

Company Details

Entity Name: ERISA FIDUCIARY ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ERISA FIDUCIARY 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 28 Apr 2005 (20 years ago)
Date of dissolution: 28 Sep 2018 (7 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 28 Sep 2018 (7 years ago)
Document Number: P05000063093
FEI/EIN Number 203419213

Federal Employer Identification (FEI) Number assigned by the IRS.
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

Key Officers & Management

Name Role Address
BASTIN THOMAS B President 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
BASTIN THOMAS B Vice President 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
BASTIN THOMAS B Secretary 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
BASTIN THOMAS B Treasurer 1160 BIRCHWOOD ROAD, WESTON, FL, 33327
LARSEN BRADLEY L Executive Vice President 532 COLORADO AVENUE, STUART, FL, 34994
LARSEN BRADLEY L Agent 532 COLORADO AVENUE, STUART, FL, 34994

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2018-09-28 - -
CHANGE OF PRINCIPAL ADDRESS 2010-04-27 532 COLORADO AVENUE, STUART, FL 34994 -
REGISTERED AGENT NAME CHANGED 2010-04-27 LARSEN, BRADLEY LEVP -
REGISTERED AGENT ADDRESS CHANGED 2010-04-27 532 COLORADO AVENUE, STUART, FL 34994 -

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

Companies related by officers

BASTIN THOMAS B

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Florida Limited Liability Co. (2001 - 2003)
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SECURITY FINANCIAL BROKERAGE SERVICES, LLC - Inactive
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DBG BENEFITS, INC. - Inactive
Domestic Profit (2001 - 2002)
DBG BENEFITS, INC. - Inactive
Domestic Profit (2001 - 2002)
DBG BENEFITS, INC. - Inactive
Domestic Profit (2001 - 2002)
ERISA FIDUCIARIES LLC - Inactive
Florida Limited Liability Co. (2004 - 2005)
ERISA FIDUCIARIES LLC - Inactive
Florida Limited Liability Co. (2004 - 2005)

LARSEN BRADLEY L

CREATIVE PROBLEM SOLVERS, INC. - Inactive
Domestic Profit (1982 - 2009)
RETIREMENT RESOURCES OF SOUTH FLORIDA, INC. - Inactive
Domestic Profit (1999 - 2000)

Companies related by address

532 COLORADO AVENUE, STUART, FL, 34994

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1160 BIRCHWOOD ROAD, WESTON, FL, 33327

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

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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