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  5. BOSTON PORTFOLIO ADVISORS, INC.

BOSTON PORTFOLIO ADVISORS, INC.

Company Details

Entity Name: BOSTON PORTFOLIO ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 21 Aug 2006 (18 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 25 Mar 2024 (10 months ago)
Document Number: P06000110371
FEI/EIN Number 04-2737945
Address: 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432
Mail Address: 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432
ZIP code: 33432
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BOSTON PORTFOLIO ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 042737945 2024-10-10 BOSTON PORTFOLIO ADVISORS, INC. 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-08-01
Business code 541990
Sponsor’s telephone number 9549383000
Plan sponsor’s address 327 PLAZA REAL, SUITE 320, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2024-10-10
Name of individual signing JOSEPH O'NEILL
Valid signature Filed with authorized/valid electronic signature
BOSTON PORTFOLIO ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 042737945 2023-09-18 BOSTON PORTFOLIO ADVISORS, INC. 26
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-08-01
Business code 541990
Sponsor’s telephone number 9549383000
Plan sponsor’s address 327 PLAZA REAL, SUITE 320, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2023-09-18
Name of individual signing JOSEPH O'NEILL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-18
Name of individual signing JOSEPH O'NEILL
Valid signature Filed with authorized/valid electronic signature
BOSTON PORTFOLIO ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 042737945 2022-09-30 BOSTON PORTFOLIO ADVISORS, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2021-08-01
Business code 541990
Sponsor’s telephone number 9549383000
Plan sponsor’s address 327 PLAZA REAL, SUITE 320, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2022-09-30
Name of individual signing JOSEPH O'NEILL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-30
Name of individual signing JOSEPH O'NEILL
Valid signature Filed with authorized/valid electronic signature
BOSTON PORTFOLIO ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2018 042737945 2019-07-19 BOSTON PORTFOLIO ADVISORS INC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 812990
Sponsor’s telephone number 9544491589
Plan sponsor’s address 600 CORPORATE DR, FORT LAUDERDALE, FL, 333343637

Signature of
Role Plan administrator
Date 2019-07-19
Name of individual signing THOMAS GLANFIELD
Valid signature Filed with authorized/valid electronic signature
BOSTON PORTFOLIO ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2017 042737945 2018-07-31 BOSTON PORTFOLIO ADVISORS INC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 812990
Sponsor’s telephone number 9548323556
Plan sponsor’s address 600 CORPORATE DR, FORT LAUDERDALE, FL, 333343637

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing THOMAS GLANFIELD
Valid signature Filed with authorized/valid electronic signature
BOSTON PORTFOLIO ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2016 042737945 2017-06-22 BOSTON PORTFOLIO ADVISORS INC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 812990
Sponsor’s telephone number 9548323556
Plan sponsor’s address 600 CORPORATE DR, FORT LAUDERDALE, FL, 333343637

Signature of
Role Plan administrator
Date 2017-06-22
Name of individual signing THOMAS GLANFIELD
Valid signature Filed with authorized/valid electronic signature
BOSTON PORTFOLIO ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2015 042737945 2016-10-17 BOSTON PORTFOLIO ADVISORS INC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 812990
Sponsor’s telephone number 9549383000
Plan sponsor’s address 600 CORPORATE DR, SUITE 502, FORT LAUDERDALE, FL, 333343637

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing THOMAS GLANFIELD
Valid signature Filed with authorized/valid electronic signature
BOSTON PORTFOLIO ADVISORS INC 401 K PROFIT SHARING PLAN TRUST 2014 042737945 2015-05-27 BOSTON PORTFOLIO ADVISORS INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-04-01
Business code 812990
Sponsor’s telephone number 9544491589
Plan sponsor’s address 800 CORPORATE DR, SUITE 408, FORT LAUDERDALE, FL, 33334

Signature of
Role Plan administrator
Date 2015-05-27
Name of individual signing KENNETH PARZYGNAT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
GLANFIELD, THOMAS H Agent 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432

Director

Name Role Address
CALAHAN, SCOTT C Director 327 PLAZA REAL, SUITE 320 BOCA RATON, FL 33432
CALAHAN, LINDA B Director 327 PLAZA REAL, SUITE 320 BOCA RATON, FL 33432
GLANFIELD, THOMAS H Director 327 PLAZA REAL, SUITE 320 BOCA RATON, FL 33432

Chairman

Name Role Address
CALAHAN, SCOTT C Chairman 327 PLAZA REAL, SUITE 320 BOCA RATON, FL 33432

Secretary

Name Role Address
CALAHAN, LINDA B Secretary 327 PLAZA REAL, SUITE 320 BOCA RATON, FL 33432

Chief Compliance Officer

Name Role Address
DALY, DESIREE B Chief Compliance Officer 327 PLAZA REAL, SUITE 320 BOCA RATON, FL 33432

President

Name Role Address
GLANFIELD, THOMAS H President 327 PLAZA REAL, SUITE 320 BOCA RATON, FL 33432

Events

Event Type Filed Date Value Description
REINSTATEMENT 2024-03-25 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2023-09-22 No data No data
REGISTERED AGENT ADDRESS CHANGED 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 No data
CHANGE OF PRINCIPAL ADDRESS 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 No data
CHANGE OF MAILING ADDRESS 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 No data
REGISTERED AGENT NAME CHANGED 2018-01-05 GLANFIELD, THOMAS H No data
REINSTATEMENT 2018-01-05 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2017-09-22 No data No data
MERGER 2006-08-21 No data CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 700000059077

Documents

Name Date
REINSTATEMENT 2024-03-25
ANNUAL REPORT 2022-01-12
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-04
REINSTATEMENT 2018-01-05
Reg. Agent Change 2016-11-14
ANNUAL REPORT 2016-01-15
Reg. Agent Change 2015-09-28
ANNUAL REPORT 2015-03-13

Related by officers

GLANFIELD, THOMAS H

NATIONAL RISK CENTER, INC. BPA CREDIT CORP.

CALAHAN, SCOTT C

NATIONAL RISK CENTER, INC. BPA CREDIT CORP. 54 CROSSWINDS GROUP, LLC 530 PARK AVENUE CORPORATION

CALAHAN, LINDA B

BPA CREDIT CORP. CORAL RIDGE ADVISORS, INC.

DALY, DESIREE B

BPA CREDIT CORP.

Related by address

327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432

BPA HOLDINGS GROUP, LLC BLACK CREEK PROPERTY MANAGEMENT, LLC

327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432

BPA HOLDINGS GROUP, LLC BLACK CREEK PROPERTY MANAGEMENT, LLC

Date of last update: 02 Jan 2025

Sources: Florida Department of State

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