| Entity Name: | MUTUAL TRUST ADVISORY GROUP, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
MUTUAL TRUST ADVISORY GROUP, 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: | 22 Jan 2013 (12 years ago) |
| Document Number: | P13000007365 |
| FEI/EIN Number |
46-1869861
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 23190 FASHION DRIVE,, SUITE P203, Estero, FL, 33928, US |
| Mail Address: | 24099 DIETZ DR, BONITA SPRINGS, FL, 34135, US |
| ZIP code: | 33928 |
| County: | Lee |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUTUAL TRUST ADVISORY GROUP 401(K) PLAN | 2023 | 461869861 | 2024-07-23 | MUTUAL TRUST ADVISORY GROUP | 4 | |||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-07-23 |
| Name of individual signing | CHRIS HORNE |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2392044333 |
| Plan sponsor’s address | 23190 FASHION DRIVE P203, ESTERO, FL, 33928 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-18 |
| Name of individual signing | CHRIS HORNE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| SCHATZLE SCOTT | Director | 24099 Dietz Drive, Bonita Springs, FL, 34135 |
| FLAMMANG DONNA M | Agent | BRENNAN, MANNA & DIAMOND, P.L., BONITA SPRINGS, FL, 34135 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G20000124406 | MUTUAL TRUST FAMILY OFFICE | ACTIVE | 2020-09-24 | 2025-12-31 | - | 23190 FASHION DRIVE, SUITE P203, ESTERO, FL, 33928 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF MAILING ADDRESS | 2021-07-02 | 23190 FASHION DRIVE,, SUITE P203, Estero, FL 33928 | - |
| REGISTERED AGENT ADDRESS CHANGED | 2021-01-18 | BRENNAN, MANNA & DIAMOND, P.L., 8891 Brighton Lane, SUITE 127, BONITA SPRINGS, FL 34135 | - |
| CHANGE OF PRINCIPAL ADDRESS | 2019-04-11 | 23190 FASHION DRIVE,, SUITE P203, Estero, FL 33928 | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2025-01-03 |
| ANNUAL REPORT | 2024-01-10 |
| ANNUAL REPORT | 2023-01-13 |
| ANNUAL REPORT | 2022-01-07 |
| ANNUAL REPORT | 2021-01-18 |
| ANNUAL REPORT | 2020-01-11 |
| ANNUAL REPORT | 2019-01-03 |
| ANNUAL REPORT | 2018-01-10 |
| ANNUAL REPORT | 2017-01-06 |
| ANNUAL REPORT | 2016-02-01 |
Date of last update: 02 Apr 2025
Sources: Florida Department of State
