| 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 (13 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 |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PCH CAPITAL, INC. DEFINED BENEFIT PLAN | 2023 | 880513525 | 2024-07-23 | PENSION AND TAX ADVISORS, INC. | 4 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-23 |
| Name of individual signing | ANDRIAN POWELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2002-01-01 |
| Business code | 551112 |
| Sponsor’s telephone number | 9415561340 |
| Plan sponsor’s address | 677 N. WASHINGTON BLVD, SARASOTA, FL, 34236 |
Signature of
| Role | Plan administrator |
| Date | 2023-06-28 |
| Name of individual signing | ANDRIAN POWELL |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2002-01-01 |
| Business code | 551112 |
| Sponsor’s telephone number | 9415561340 |
| Plan sponsor’s address | 677 N. WASHINGTON BLVD, SARASOTA, FL, 34236 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2002-01-01 |
| Business code | 551112 |
| Sponsor’s telephone number | 9415561340 |
| Plan sponsor’s address | 677 N. WASHINGTON BLVD, SARASOTA, FL, 34236 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2002-01-01 |
| Business code | 551112 |
| Sponsor’s telephone number | 9415561340 |
| Plan sponsor’s address | 677 N. WASHINGTON BLVD, SARASOTA, FL, 34236 |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2002-01-01 |
| Business code | 551112 |
| Sponsor’s telephone number | 9415561340 |
| Plan sponsor’s address | 677 N. WASHINGTON BLVD, SARASOTA, FL, 34236 |
Signature of
| Role | Plan administrator |
| Date | 2019-09-24 |
| Name of individual signing | ANDRIAN POWELL |
| Valid signature | Filed with authorized/valid electronic signature |
| 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 |
| 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 |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 6253317805 | 2020-06-01 | 0455 | PPP | 1637 PINE HARRIER CIR, SARASOTA, FL, 34231-3354 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4947498510 | 2021-02-26 | 0455 | PPS | 1637 Pine Harrier Cir, Sarasota, FL, 34231-3354 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Date of last update: 03 Mar 2025
Sources: Florida Department of State
