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PENSION AND TAX ADVISORS, INC. - Florida Company Profile

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Company Details

Entity Name: PENSION AND TAX ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

PENSION AND TAX 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: 14 Sep 2011 (14 years ago)
Last Event: CORPORATE MERGER
Event Date Filed: 03 Oct 2011 (14 years ago)
Document Number: P11000080888
FEI/EIN Number 880513525

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

Address: 9800 4TH STREET N., SUITE 200, ST. PETERSBURG, FL, 33702, US
Mail Address: 9800 4TH STREET N., SUITE 200, ST. PETERSBURG, FL, 33702, US
ZIP code: 33702
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
POWELL ANDY President 9800 4TH STREET N., ST. PETERSBURG, FL, 33702
POWELL JULIE Secretary 9800 4TH STREET N., ST. PETERSBURG, FL, 33702
POWELL ANDY Agent 9800 4TH STREET N., ST. PETERSBURG, FL, 33702

Form 5500 Series

Employer Identification Number (EIN):
880513525
Plan Year:
2023
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
4
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
4
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-23 9800 4TH STREET N., SUITE 200, ST. PETERSBURG, FL 33702 -
CHANGE OF MAILING ADDRESS 2024-04-23 9800 4TH STREET N., SUITE 200, ST. PETERSBURG, FL 33702 -
REGISTERED AGENT ADDRESS CHANGED 2024-04-23 9800 4TH STREET N., SUITE 200, ST. PETERSBURG, FL 33702 -
REGISTERED AGENT NAME CHANGED 2014-04-06 POWELL, ANDY -
MERGER 2011-10-03 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 0. MERGER NUMBER 100000116841

Documents

Name Date
ANNUAL REPORT 2024-04-23
ANNUAL REPORT 2023-04-19
ANNUAL REPORT 2022-04-18
ANNUAL REPORT 2021-02-26
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-04-02
ANNUAL REPORT 2018-04-11
ANNUAL REPORT 2017-04-12
ANNUAL REPORT 2016-04-13
ANNUAL REPORT 2015-03-27

Paycheck Protection Program

Date Approved:
2020-06-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
15393
Current Approval Amount:
18977.5
Race:
Asian
Ethnicity:
Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
19121.02
Date Approved:
2021-02-26
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
18973
Current Approval Amount:
18973
Race:
Asian
Ethnicity:
Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
19066.05

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Date of last update: 03 Jun 2025

Sources: Florida Department of State