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  5. BOSTON PORTFOLIO ADVISORS, INC.

BOSTON PORTFOLIO ADVISORS, INC. - Florida Company Profile

Company Details

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

BOSTON PORTFOLIO 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: 21 Aug 2006 (19 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 25 Mar 2024 (a year ago)
Document Number: P06000110371
FEI/EIN Number 042737945

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 327 PLAZA REAL, BOCA RATON, FL, 33432, US
Mail Address: 327 PLAZA REAL, BOCA RATON, FL, 33432, US
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

Key Officers & Management

Name Role Address
CALAHAN SCOTT C Director 327 PLAZA REAL, BOCA RATON, FL, 33432
CALAHAN SCOTT C Chairman 327 PLAZA REAL, BOCA RATON, FL, 33432
CALAHAN LINDA B Director 327 PLAZA REAL, BOCA RATON, FL, 33432
CALAHAN LINDA B Secretary 327 PLAZA REAL, BOCA RATON, FL, 33432
DALY DESIREE B Chief Compliance Officer 327 PLAZA REAL, BOCA RATON, FL, 33432
GLANFIELD THOMAS H Director 327 PLAZA REAL, BOCA RATON, FL, 33432
GLANFIELD THOMAS H President 327 PLAZA REAL, BOCA RATON, FL, 33432
GLANFIELD THOMAS H Agent 327 PLAZA REAL, BOCA RATON, FL, 33432

Events

Event Type Filed Date Value Description
REINSTATEMENT 2024-03-25 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2023-09-22 - -
REGISTERED AGENT ADDRESS CHANGED 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 -
CHANGE OF PRINCIPAL ADDRESS 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 -
CHANGE OF MAILING ADDRESS 2021-01-11 327 PLAZA REAL, SUITE 320, BOCA RATON, FL 33432 -
REGISTERED AGENT NAME CHANGED 2018-01-05 GLANFIELD, THOMAS H -
REINSTATEMENT 2018-01-05 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2017-09-22 - -
MERGER 2006-08-21 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 700000059077

Documents

Name Date
ANNUAL REPORT 2025-01-15
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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5621477709 2020-05-01 0455 PPP 600 Corporate Dr Ste 500, Fort Lauderdale, FL, 33334
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 387075
Loan Approval Amount (current) 387075
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description New Business or 2 years or less
Project Address Fort Lauderdale, BROWARD, FL, 33334-0001
Project Congressional District FL-23
Number of Employees 24
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 389779.22
Forgiveness Paid Date 2021-01-14

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CALAHAN SCOTT C

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CALAHAN LINDA B

BOSTON PORTFOLIO ADVISORS INC. - Inactive
Foreign Profit (1994 - 2006)
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Foreign Profit (1994 - 2006)
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Foreign Profit (1994 - 2006)
AMERICANDREAM.COM, INC. - Inactive
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DALY DESIREE B

TIDEWATER EQUITY, INC. - Inactive
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BPA CREDIT CORP. - Inactive
Domestic Profit (2003 - 2020)

GLANFIELD THOMAS H

NATIONAL RISK CENTER, INC. - Inactive
Domestic Profit (2014 - 2021)
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NATIONAL RISK CENTER, INC. - Inactive
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Domestic Profit (1994 - 1994)
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Domestic Profit (2003 - 2020)

Companies related by address

327 PLAZA REAL, BOCA RATON, FL, 33432, US

PROFESSIONAL ENVIRONMENTAL GROUP INCORPORATED VICTORY TRUCK & BUS COMPANY 2320-3797 QUEBEC INC. ALVATECH, INC. ASHLEY SHANNON PROPERTIES LTD., CORP. ALEVO, INC. THE CENTER FOR ARTS & INNOVATION, INC. BPA HOLDINGS GROUP, LLC RED LEGENDARY PARTNERS, LLC. RED PINE EXPLORATION AND RESEARCH LLC

327 PLAZA REAL, BOCA RATON, FL, 33432, US

PROFESSIONAL ENVIRONMENTAL GROUP INCORPORATED VICTORY TRUCK & BUS COMPANY 2320-3797 QUEBEC INC. ALVATECH, INC. ASHLEY SHANNON PROPERTIES LTD., CORP. ALEVO, INC. THE CENTER FOR ARTS & INNOVATION, INC. BPA HOLDINGS GROUP, LLC RED LEGENDARY PARTNERS, LLC. RED PINE EXPLORATION AND RESEARCH LLC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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