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EVOLUTION RETIREMENT SERVICES, INC. - Florida Company Profile

Company Details

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

EVOLUTION 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: 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: 12 Jan 2018 (7 years ago)
Last Event: AMENDMENT
Event Date Filed: 21 Mar 2023 (2 years ago)
Document Number: P18000004509
FEI/EIN Number 82-4044085

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 12487 Brantley Commons Court, Fort Myers, FL, 33907, US
Mail Address: 12487 Brantley Commons Court, Fort Myers, FL, 33907, US
ZIP code: 33907
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EVOLUTION RETIREMENT SERVICES INC 401(K) PLAN 2023 824044085 2024-07-22 EVOLUTION RETIREMENT SERVICES INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 524210
Sponsor’s telephone number 2397718696
Plan sponsor’s address 12487 BRANTLEY COMMONS CT., FORT MYERS, FL, 33907

Signature of

Role Plan administrator
Date 2024-07-22
Name of individual signing CHRIS HORNE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
TRAULSEN KURT M Secretary 12500 BRANTLEY COMMONS COURT, FORT MYERS, FL, 33907
TRAULSEN KURT M Treasurer 12500 BRANTLEY COMMONS COURT, FORT MYERS, FL, 33907
TRAULSEN KURT M Director 12500 BRANTLEY COMMONS COURT, FORT MYERS, FL, 33907
Bruno Adam Manager 12487 Brantley Commons Court, Fort Myers, FL, 33907
BRUNO ADAM J Agent 12487 Brantley Commons Court, Fort Myers, FL, 33907
TRAULSEN KURT M Vice President 12500 BRANTLEY COMMONS COURT, FORT MYERS, FL, 33907

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-09-28 12487 Brantley Commons Court, Fort Myers, FL 33907 -
CHANGE OF MAILING ADDRESS 2023-09-28 12487 Brantley Commons Court, Fort Myers, FL 33907 -
REGISTERED AGENT ADDRESS CHANGED 2023-09-28 12487 Brantley Commons Court, Fort Myers, FL 33907 -
AMENDMENT 2023-03-21 - -
AMENDMENT 2021-03-04 - -
REGISTERED AGENT NAME CHANGED 2021-01-14 BRUNO, ADAM J -

Documents

Name Date
ANNUAL REPORT 2024-02-08
AMENDED ANNUAL REPORT 2023-09-28
AMENDED ANNUAL REPORT 2023-04-24
Amendment 2023-03-21
ANNUAL REPORT 2023-03-08
ANNUAL REPORT 2022-04-20
Amendment 2021-03-04
ANNUAL REPORT 2021-01-14
ANNUAL REPORT 2020-05-09
ANNUAL REPORT 2019-03-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5631248405 2021-02-09 0455 PPS 12500 Brantley Commons Ct Ste 3, Fort Myers, FL, 33907-5696
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6730
Loan Approval Amount (current) 6730
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Fort Myers, LEE, FL, 33907-5696
Project Congressional District FL-19
Number of Employees 1
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 6778.37
Forgiveness Paid Date 2021-11-02
9741937708 2020-05-01 0455 PPP 12500 Brantley Commons Ct Ste 3, Fort Myers, FL, 33907-5696
Loan Status Date 2021-06-11
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6728.95
Loan Approval Amount (current) 6728.95
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19248
Servicing Lender Name Synovus Bank
Servicing Lender Address 1148 Broadway, COLUMBUS, GA, 31901-2429
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Fort Myers, LEE, FL, 33907-5696
Project Congressional District FL-19
Number of Employees 1
NAICS code 623110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 19248
Originating Lender Name Synovus Bank
Originating Lender Address COLUMBUS, GA
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 6799.19
Forgiveness Paid Date 2021-05-19

Date of last update: 03 Apr 2025

Sources: Florida Department of State