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MANAGED ACCOUNT SERVICES, INC.

Headquarter

Company Details

Entity Name: MANAGED ACCOUNT SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Inactive
Date Filed: 22 Jan 1993 (32 years ago)
Document Number: P93000006568
FEI/EIN Number 650505084
Address: 2665 S. BAYSHORE DR.,, COCONUT GROVE, FL, 33133, US
Mail Address: 2665 S. BAYSHORE DR.,, COCONUT GROVE, FL, 33133, US
ZIP code: 33133
County: Miami-Dade
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of MANAGED ACCOUNT SERVICES, INC., MINNESOTA e9fba616-a5d4-e011-a886-001ec94ffe7f MINNESOTA

Central Index Key

CIK number Mailing Address Business Address Phone
1696656 2665 S. BAYSHORE DR., SUITE 230, COCONUT GROVE, FL, 33133 2665 S. BAYSHORE DR., SUITE 230, COCONUT GROVE, FL, 33133 305-443-3339

Filings since 2021-11-09

Form type 13F-HR
File number 028-17648
Filing date 2021-11-09
Reporting date 2021-09-30
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Filings since 2021-08-10

Form type 13F-HR
File number 028-17648
Filing date 2021-08-10
Reporting date 2021-06-30
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Filings since 2021-05-14

Form type 13F-HR
File number 028-17648
Filing date 2021-05-14
Reporting date 2021-03-31
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Filings since 2021-02-08

Form type 13F-HR
File number 028-17648
Filing date 2021-02-08
Reporting date 2020-12-31
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Filings since 2020-11-10

Form type 13F-HR
File number 028-17648
Filing date 2020-11-10
Reporting date 2020-09-30
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Filings since 2020-07-31

Form type 13F-HR
File number 028-17648
Filing date 2020-07-31
Reporting date 2020-06-30
File View File

Filings since 2020-04-16

Form type 13F-HR
File number 028-17648
Filing date 2020-04-16
Reporting date 2020-03-31
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Filings since 2020-02-05

Form type 13F-HR
File number 028-17648
Filing date 2020-02-05
Reporting date 2019-12-31
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Filings since 2019-10-22

Form type 13F-HR
File number 028-17648
Filing date 2019-10-22
Reporting date 2019-09-30
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Filings since 2019-07-15

Form type 13F-HR
File number 028-17648
Filing date 2019-07-15
Reporting date 2019-06-30
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Filings since 2019-04-19

Form type 13F-HR
File number 028-17648
Filing date 2019-04-19
Reporting date 2019-03-31
File View File

Filings since 2019-02-06

Form type 13F-HR
File number 028-17648
Filing date 2019-02-06
Reporting date 2018-12-31
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Filings since 2018-10-22

Form type 13F-HR
File number 028-17648
Filing date 2018-10-22
Reporting date 2018-09-30
File View File

Filings since 2018-08-07

Form type 13F-HR
File number 028-17648
Filing date 2018-08-07
Reporting date 2018-06-30
File View File

Filings since 2018-05-14

Form type 13F-HR
File number 028-17648
Filing date 2018-05-14
Reporting date 2018-03-31
File View File

Filings since 2018-01-22

Form type 13F-HR
File number 028-17648
Filing date 2018-01-22
Reporting date 2017-12-31
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Filings since 2017-10-18

Form type 13F-HR
File number 028-17648
Filing date 2017-10-18
Reporting date 2017-09-30
File View File

Filings since 2017-07-31

Form type 13F-HR
File number 028-17648
Filing date 2017-07-31
Reporting date 2017-06-30
File View File

Filings since 2017-04-13

Form type 13F-HR
File number 028-17648
Filing date 2017-04-13
Reporting date 2017-03-31
File View File

Filings since 2017-02-07

Form type 13F-HR
File number 028-17648
Filing date 2017-02-07
Reporting date 2016-12-31
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN 2022 650505084 2023-03-21 MANAGED ACCOUNT SERVICES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DRIVE, SUITE 230, COCONUT GROVE, FL, 331335232
MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN 2022 650505084 2023-06-16 MANAGED ACCOUNT SERVICES, INC. 12
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DRIVE, SUITE 230, COCONUT GROVE, FL, 331335232
MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN 2022 650505084 2023-11-27 MANAGED ACCOUNT SERVICES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DRIVE, SUITE 230, COCONUT GROVE, FL, 331335232
MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN 2021 650505084 2022-07-14 MANAGED ACCOUNT SERVICES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DRIVE, SUITE 230, COCONUT GROVE, FL, 331335232
MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN 2020 650505084 2021-07-14 MANAGED ACCOUNT SERVICES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DRIVE, SUITE 230, COCONUT GROVE, FL, 331335232
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN 2019 650505084 2020-12-15 MANAGED ACCOUNT SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DR. SUITE 230, COCONUT GROVE, FL, 33133
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN 2019 650505084 2020-05-22 MANAGED ACCOUNT SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DR. SUITE 230, COCONUT GROVE, FL, 33133
MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN 2019 650505084 2020-05-22 MANAGED ACCOUNT SERVICES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DRIVE, SUITE 230, COCONUT GROVE, FL, 331335232
MANAGED ACCOUNT SERVICES, INC. CASH BALANCE PLAN 2018 650505084 2019-10-05 MANAGED ACCOUNT SERVICES, INC. 5
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DR. SUITE 230, COCONUT GROVE, FL, 33133
MANAGED ACCOUNT SERVICES, INC. 401(K) PLAN 2018 650505084 2019-04-30 MANAGED ACCOUNT SERVICES, INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 3054433339
Plan sponsor’s address 2665 S. BAYSHORE DRIVE, SUITE 230, COCONUT GROVE, FL, 331335232

Agent

Name Role Address
ARMSTRONG FRANCIS C Agent 4031 POINCIANA AVENUE, COCONUT GROVE, FL, 33133

President

Name Role Address
ARMSTRONG FRANCIS C President 4031 POINCIANA AVENUE, COCONUT GROVE, FL, 33133

Manager

Name Role Address
Feldman Richard Manager 789 Crandon Blvd, Key Biscayne, FL, 33149

Part

Name Role Address
Gordon Robert Part 89 Corydon Drive, Miami Springs, FL, 33166
Fingerhut Brett Part 450 Alton Rd., Miami Beach, FL, 33139

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G08007900510 INVESTOR SOLUTIONS EXPIRED 2008-01-07 2013-12-31 No data 3250 MARY STREET, SUITE 207, COCONUT GROVE, FL, 33133

Events

Event Type Filed Date Value Description
NOTICE OF CORP DISS 2022-03-11 No data No data
VOLUNTARY DISSOLUTION 2021-12-20 No data No data
MERGER 2014-04-07 No data CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 700000139677
AMENDMENT 1995-05-25 No data No data

Date of last update: 03 Jan 2025

Sources: Florida Department of State