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  5. RUTHERFORD ASSET PLANNING, INC.

RUTHERFORD ASSET PLANNING, INC.

Company Details

Entity Name: RUTHERFORD ASSET PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 29 Jan 2014 (11 years ago)
Document Number: P14000008960
FEI/EIN Number 13-3151464
Address: 14105 Stilton Street, TAMPA, FL, 33626, US
Mail Address: 14105 Stilton Street, TAMPA, FL, 33626, US
ZIP code: 33626
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RAP 401K 2023 133151464 2024-04-09 RUTHERFORD ASSET PLANNING, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434500
Plan sponsor’s address 14105 STILTON STREET, TAMPA, FL, 33626

Signature of
Role Plan administrator
Date 2024-04-09
Name of individual signing KEITH AMBURGEY
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2022 133151464 2024-01-26 RUTHERFORD ASSET PLANNING, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434500
Plan sponsor’s address 14105 STILTON STREET, TAMPA, FL, 33626

Signature of
Role Plan administrator
Date 2024-01-26
Name of individual signing KEITH AMBURGEY
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2021 133151464 2023-12-17 RUTHERFORD ASSET PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2023-12-17
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2021 133151464 2022-10-15 RUTHERFORD ASSET PLANNING, INC 3
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2022-10-15
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2020 133151464 2023-12-17 RUTHERFORD ASSET PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2023-12-17
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2020 133151464 2021-10-15 RUTHERFORD ASSET PLANNING, INC 3
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2019 133151464 2020-10-15 RUTHERFORD ASSET PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2018 133151464 2019-10-15 RUTHERFORD ASSET PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2017 133151464 2018-10-15 RUTHERFORD ASSET PLANNING, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-15
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
RAP 401K 2016 133151464 2017-10-14 RUTHERFORD ASSET PLANNING, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 8133434502
Plan sponsor’s address 14105 STILTON ST, TAMPA, FL, 336265005

Signature of
Role Plan administrator
Date 2017-10-14
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-14
Name of individual signing SUZZETTE RUTHERFORD
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
AMBURGEY KEITH A Agent 14105 Stilton Street, TAMPA, FL, 33626

Treasurer

Name Role Address
AMBURGEY KEITH A Treasurer 14105 Stilton Street, TAMPA, FL, 33626

Chief Executive Officer

Name Role Address
AMBURGEY KEITH A Chief Executive Officer 14105 Stilton Street, TAMPA, FL, 33626

Director

Name Role Address
AMBURGEY KEITH A Director 14105 Stilton Street, TAMPA, FL, 33626
RUTHERFORD SUZZETTE B Director 14105 Stilton Street, TAMPA, FL, 33626
KASAI IRENE Director 14105 Stilton Street, TAMPA, FL, 33626

President

Name Role Address
RUTHERFORD SUZZETTE B President 14105 Stilton Street, TAMPA, FL, 33626

Secretary

Name Role Address
KASAI IRENE Secretary 14105 Stilton Street, TAMPA, FL, 33626

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2017-01-09 14105 Stilton Street, TAMPA, FL 33626 No data
CHANGE OF MAILING ADDRESS 2017-01-09 14105 Stilton Street, TAMPA, FL 33626 No data
REGISTERED AGENT ADDRESS CHANGED 2017-01-09 14105 Stilton Street, TAMPA, FL 33626 No data

Documents

Name Date
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-18
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-02-08
ANNUAL REPORT 2015-01-12

Related by officers

AMBURGEY KEITH A

RUTHERFORD ASSET PLANNING, INC.

RUTHERFORD SUZZETTE B

RUTHERFORD ASSET PLANNING, INC.

Related by address

14105 Stilton Street, TAMPA, FL, 33626, US

STARK REAL ESTATE LLC

14105 Stilton Street, TAMPA, FL, 33626, US

STARK REAL ESTATE LLC

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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