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  5. BLUESTAR RETIREMENT SERVICES, INC.

BLUESTAR RETIREMENT SERVICES, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: BLUESTAR RETIREMENT SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BLUESTAR RETIREMENT SERVICES, 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 28 Jan 2013 (12 years ago)
Date of dissolution: 01 Mar 2013 (12 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 01 Mar 2013 (12 years ago)
Document Number: P13000009253
Address: 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082
Mail Address: 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082
ZIP code: 32082
County: St. Johns
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of BLUESTAR RETIREMENT SERVICES, INC., ALABAMA 000-641-274 ALABAMA
Headquarter of BLUESTAR RETIREMENT SERVICES, INC., NEW YORK 5814837 NEW YORK
Headquarter of BLUESTAR RETIREMENT SERVICES, INC., KENTUCKY 1005749 KENTUCKY
Headquarter of BLUESTAR RETIREMENT SERVICES, INC., IDAHO 4069001 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2021 593092339 2022-07-29 BLUESTAR RETIREMENT SERVICES, INC. 98
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9043958634
Plan sponsor’s address 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2021 593092339 2022-12-07 BLUESTAR RETIREMENT SERVICES, INC. 101
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9043958634
Plan sponsor’s address 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2020 593092339 2021-07-29 BLUESTAR RETIREMENT SERVICES, INC. 86
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9043958634
Plan sponsor’s address 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2021-07-29
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2019 593092339 2020-07-30 BLUESTAR RETIREMENT SERVICES, INC. 86
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9043958634
Plan sponsor’s address 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2018 593092339 2019-10-15 BLUESTAR RETIREMENT SERVICES, INC. 63
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 8008785220
Plan sponsor’s address 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2017 593092339 2018-07-31 BLUESTAR RETIREMENT SERVICES, INC 58
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9042735220
Plan sponsor’s address 822 A1A N., SUITE 211, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2018-07-31
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2016 593092339 2017-10-09 BLUESTAR RETIREMENT SERVICES, INC 47
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9042735220
Plan sponsor’s address P.O. BOX 2349, PONTE VEDRA BEACH, FL, 320042349

Signature of
Role Plan administrator
Date 2017-10-09
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2015 593092339 2016-09-29 BLUESTAR RETIREMENT SERVICES, INC 42
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9042735220
Plan sponsor’s address P.O. BOX 2349, PONTE VEDRA BEACH, FL, 320042349

Signature of
Role Plan administrator
Date 2016-09-29
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2014 593092339 2015-07-23 BLUESTAR RETIREMENT SERVICES, INC 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9042735220
Plan sponsor’s address P.O. BOX 2349, PONTE VEDRA BEACH, FL, 320042349

Signature of
Role Plan administrator
Date 2015-07-23
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature
BLUESTAR RETIREMENT SERVICES 401(K) PLAN 2013 593092339 2014-10-07 BLUESTAR RETIREMENT SERVICES, INC 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-02-01
Business code 541990
Sponsor’s telephone number 9042735220
Plan sponsor’s address P.O. BOX 2349, PONTE VEDRA BEACH, FL, 320042349

Signature of
Role Plan administrator
Date 2014-10-07
Name of individual signing PATRICIA SWAIN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
WERNER TIMOTHY G Director 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082
WERNER TIMOTHY G Agent 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2025-01-01 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL 32082 -
CHANGE OF MAILING ADDRESS 2025-01-01 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL 32082 -
CHANGE OF PRINCIPAL ADDRESS 2024-01-01 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL 32082 -
CHANGE OF MAILING ADDRESS 2024-01-01 822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL 32082 -
VOLUNTARY DISSOLUTION 2013-03-01 - -

Documents

Name Date
Voluntary Dissolution 2013-03-01
Domestic Profit 2013-01-28

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4332067202 2020-04-27 0491 PPP 822 A1A N Ste 211, PONTE VEDRA BEACH, FL, 32082
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1126412
Loan Approval Amount (current) 1126412
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 N
Business Age Description Unanswered
Project Address PONTE VEDRA BEACH, SAINT JOHNS, FL, 32082-0001
Project Congressional District FL-05
Number of Employees 96
NAICS code 524292
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 1133201.33
Forgiveness Paid Date 2020-12-04

Companies related by officers

WERNER TIMOTHY G

BLUESTAR RETIREMENT ADVISERS, INC. - Inactive
Domestic Profit (2013 - 2013)
BLUESTAR RETIREMENT ADVISERS, INC. - Inactive
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BLUESTAR RETIREMENT SERVICES, INC. - Inactive
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BLUESTAR RETIREMENT SERVICES, INC. - Inactive
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CAPITAL PLAN SERVICES GROUP, LLC - Inactive
Florida Limited Liability Co. (2009 - 2013)
BLUESTAR RETIREMENT ADVISERS, INC. - Inactive
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BLUESTAR RETIREMENT ADVISERS, INC. - Inactive
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AMERITAS BLUESTAR RETIREMENT SERVICES, LLC - Inactive
Florida Limited Liability Co. (2021 - 2022)
FAJANS FINANCIAL SERVICES, INC. - Inactive
Domestic Profit (1997 - 2011)

Companies related by address

822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082

ACTUARY 4 TPAS, INC. DEFER 2 RETIRE, INC. BLUESTAR RETIREMENT ADVISERS, INC. BEACHES ACTUARIAL SERVICES, INC.

822 A1A NORTH, SUITE 211, PONTE VEDRA BEACH, FL, 32082

ACTUARY 4 TPAS, INC. DEFER 2 RETIRE, INC. BLUESTAR RETIREMENT ADVISERS, INC. BEACHES ACTUARIAL SERVICES, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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