| Entity Name: | MUTUAL TRUST ADVISORY GROUP, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 22 Jan 2013 (12 years ago) |
| Document Number: | P13000007365 |
| FEI/EIN Number | 46-1869861 |
| 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 |
|---|---|---|
| FLAMMANG DONNA M | Agent | BRENNAN, MANNA & DIAMOND, P.L., BONITA SPRINGS, FL, 34135 |
| Name | Role | Address |
|---|---|---|
| SCHATZLE SCOTT | Director | 24099 Dietz Drive, 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 | No data | 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 | No data |
| REGISTERED AGENT ADDRESS CHANGED | 2021-01-18 | BRENNAN, MANNA & DIAMOND, P.L., 8891 Brighton Lane, SUITE 127, BONITA SPRINGS, FL 34135 | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2019-04-11 | 23190 FASHION DRIVE,, SUITE P203, Estero, FL 33928 | No data |
| 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 Feb 2025
Sources: Florida Department of State
