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  5. POTOMAC ADVISORS, INC..

POTOMAC ADVISORS, INC.. - Florida Company Profile

Company Details

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

POTOMAC 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: 28 Dec 2005 (19 years ago)
Last Event: AMENDMENT
Event Date Filed: 18 Oct 2021 (3 years ago)
Document Number: P05000167831
FEI/EIN Number 200406966

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202
Mail Address: 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202
ZIP code: 34202
County: Manatee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN 2023 200406966 2024-09-26 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2024-09-26
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-26
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. 401(K) PLAN 2023 200406966 2024-09-26 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2024-09-26
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-26
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN 2022 200406966 2023-09-21 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-21
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. 401(K) PLAN 2022 200406966 2023-09-21 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-21
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN 2021 200406966 2022-07-07 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-07
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. 401(K) PLAN 2021 200406966 2022-07-07 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2022-07-07
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-07
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN 2020 200406966 2021-07-19 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2021-07-19
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-19
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. 401(K) PLAN 2020 200406966 2021-07-19 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2021-07-19
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-19
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN 2019 200406966 2020-06-15 POTOMAC ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2020-06-15
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-15
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
POTOMAC ADVISORS, INC. 401(K) PLAN 2019 200406966 2020-06-15 POTOMAC ADVISORS, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 523900
Sponsor’s telephone number 9418703426
Plan sponsor’s address 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202

Signature of
Role Plan administrator
Date 2020-06-15
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-15
Name of individual signing TAMARA FARMER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
PAUL RICHARD M President 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202
PAUL MEGHAN S Secretary 12838 SHORT AVE., LOS ANGELES, CA, 90066
Paul Richard M Treasurer 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL, 34202
PAUL MEGHAN S Director 12838 SHORT AVE., LOS ANGELES, FL, 90066
CROSS STREET CORPORATE SERVICES, LLC Agent -

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-10-30 50 CENTRAL AVENUE,, 8TH FLOOR,, SARASOTA, FL 34236 -
AMENDMENT 2021-10-18 - -
REGISTERED AGENT NAME CHANGED 2021-02-16 CROSS STREET CORPORATE SERVICES, LLC -
CHANGE OF PRINCIPAL ADDRESS 2010-01-08 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL 34202 -
CHANGE OF MAILING ADDRESS 2010-01-08 7215 TEAL CREEK GLEN, LAKEWOOD RANCH, FL 34202 -

Documents

Name Date
ANNUAL REPORT 2024-01-17
ANNUAL REPORT 2023-02-13
ANNUAL REPORT 2022-03-08
Amendment 2021-10-18
AMENDED ANNUAL REPORT 2021-02-16
ANNUAL REPORT 2021-01-21
ANNUAL REPORT 2020-05-01
ANNUAL REPORT 2019-04-05
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-02-03

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No other companies in our directory share the same address as POTOMAC ADVISORS, INC..

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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