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  5. PLAZA ADVISORS, INC.

PLAZA ADVISORS, INC.

Company Details

Entity Name: PLAZA ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 06 Feb 2006 (19 years ago)
Last Event: AMENDMENT
Event Date Filed: 24 Aug 2006 (19 years ago)
Document Number: P06000017416
FEI/EIN Number 204256748
Address: 4100 W. Kennedy BLVD., Suite 100, TAMPA, FL, 33609, US
Mail Address: 4100 W. Kennedy BLVD., Suite 100, TAMPA, FL, 33609, US
ZIP code: 33609
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PLAZA ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2018 204256748 2020-11-23 PLAZA ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 4912 SAINT CROIX DRIVE, TAMPA, FL, 33629

Signature of
Role Plan administrator
Date 2020-11-23
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-11-23
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2017 204256748 2018-09-10 PLAZA ADVISORS, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 4912 SAINT CROIX DRIVE, TAMPA, FL, 33629

Signature of
Role Plan administrator
Date 2018-09-10
Name of individual signing JAMES P. MICHALAK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-10
Name of individual signing JAMES P. MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. 401(K) PROFIT SHARING PLAN 2016 204256748 2018-01-31 PLAZA ADVISORS, INC. 1
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 4912 SAINT CROIX DRIVE, TAMPA, FL, 33629

Signature of
Role Plan administrator
Date 2018-01-31
Name of individual signing JAMES MICHALAK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-01-31
Name of individual signing JAMES MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 204256748 2012-10-09 PLAZA ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629

Plan administrator’s name and address
Administrator’s EIN 204256748
Plan administrator’s name PLAZA ADVISORS, INC.
Plan administrator’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629
Administrator’s telephone number 8138371300

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. CASH BALANCE PLAN AND TRUST 2011 204256748 2012-10-09 PLAZA ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629

Plan administrator’s name and address
Administrator’s EIN 204256748
Plan administrator’s name PLAZA ADVISORS, INC.
Plan administrator’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629
Administrator’s telephone number 8138371300

Signature of
Role Plan administrator
Date 2012-10-09
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. CASH BALANCE PLAN AND TRUST 2010 204256748 2011-10-05 PLAZA ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629

Plan administrator’s name and address
Administrator’s EIN 204256748
Plan administrator’s name PLAZA ADVISORS, INC.
Plan administrator’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629
Administrator’s telephone number 8138371300

Signature of
Role Plan administrator
Date 2011-10-05
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 204256748 2011-10-05 PLAZA ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629

Plan administrator’s name and address
Administrator’s EIN 204256748
Plan administrator’s name PLAZA ADVISORS, INC.
Plan administrator’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629
Administrator’s telephone number 8138371300

Signature of
Role Plan administrator
Date 2011-10-05
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 204256748 2010-10-14 PLAZA ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629

Plan administrator’s name and address
Administrator’s EIN 204256748
Plan administrator’s name PLAZA ADVISORS, INC.
Plan administrator’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629
Administrator’s telephone number 8138371300

Signature of
Role Plan administrator
Date 2010-10-14
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature
PLAZA ADVISORS, INC. CASH BALANCE PLAN AND TRUST 2009 204256748 2010-10-14 PLAZA ADVISORS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 8138371300
Plan sponsor’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629

Plan administrator’s name and address
Administrator’s EIN 204256748
Plan administrator’s name PLAZA ADVISORS, INC.
Plan administrator’s address 3412 BAY TO BAY BOULEVARD, TAMPA, FL, 33629
Administrator’s telephone number 8138371300

Signature of
Role Plan administrator
Date 2010-10-14
Name of individual signing JIM MICHALAK
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JEFFRIES DAVID M Agent 1227 N. Franklin Street, TAMPA, FL, 33602

PMP

Name Role Address
MICHALAK JAMES P PMP 4100 W. Kennedy BLVD, TAMPA, FL, 33609

Secretary

Name Role Address
MICHALAK JANE Secretary 4100 W. Kennedy BLVD, TAMPA, FL, 33609

Treasurer

Name Role Address
MICHALAK JANE Treasurer 4100 W. Kennedy BLVD, TAMPA, FL, 33609

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-06 4100 W. Kennedy BLVD., Suite 100, TAMPA, FL 33609 No data
CHANGE OF MAILING ADDRESS 2023-01-06 4100 W. Kennedy BLVD., Suite 100, TAMPA, FL 33609 No data
REGISTERED AGENT ADDRESS CHANGED 2018-01-09 1227 N. Franklin Street, TAMPA, FL 33602 No data
AMENDMENT 2006-08-24 No data No data

Documents

Name Date
ANNUAL REPORT 2024-03-12
ANNUAL REPORT 2023-01-06
ANNUAL REPORT 2022-03-31
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-01-02
ANNUAL REPORT 2019-01-16
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-01-06
ANNUAL REPORT 2016-01-14
ANNUAL REPORT 2015-01-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8586558408 2021-02-13 0455 PPS 3412 W Bay To Bay Blvd, Tampa, FL, 33629-7043
Loan Status Date 2021-10-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 36454
Loan Approval Amount (current) 36454
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17715
Servicing Lender Name The Bank of Tampa
Servicing Lender Address 601 Bayshore Blvd, TAMPA, FL, 33606-2747
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Tampa, HILLSBOROUGH, FL, 33629-7043
Project Congressional District FL-14
Number of Employees 3
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 17715
Originating Lender Name The Bank of Tampa
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 36675.72
Forgiveness Paid Date 2021-09-29
8782467101 2020-04-15 0455 PPP 3412 BAY TO BAY BLVD, TAMPA, FL, 33629-7043
Loan Status Date 2021-07-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41665
Loan Approval Amount (current) 41665
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17715
Servicing Lender Name The Bank of Tampa
Servicing Lender Address 601 Bayshore Blvd, TAMPA, FL, 33606-2747
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TAMPA, HILLSBOROUGH, FL, 33629-7043
Project Congressional District FL-14
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 17715
Originating Lender Name The Bank of Tampa
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42150.14
Forgiveness Paid Date 2021-06-24

Related by officers

JEFFRIES DAVID M

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Date of last update: 02 Feb 2025

Sources: Florida Department of State

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