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  5. THE CARING ADVISOR, INC.

THE CARING ADVISOR, INC.

Company Details

Entity Name: THE CARING ADVISOR, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 17 Oct 1994 (30 years ago)
Last Event: AMENDMENT
Event Date Filed: 27 Jun 2013 (12 years ago)
Document Number: P94000076811
FEI/EIN Number 65-0540587
Address: C/O ELIZABETH BRICKMAN, 12717 West Sunrise Blvd, #107, Sunrise, FL 33323
Mail Address: C/O ELIZABETH BRICKMAN, 12717 West Sunrise Blvd, #107, Sunrise, FL 33323
ZIP code: 33323
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE CARING ADVISOR, INC. 401(K) PROFIT SHARING PLAN 2013 650540587 2014-10-13 THE CARING ADVISOR, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 3058220069
Plan sponsor’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015

Signature of
Role Plan administrator
Date 2014-10-13
Name of individual signing MARK OWENS
Valid signature Filed with authorized/valid electronic signature
THE CARING ADVISOR, INC. 401(K) PROFIT SHARING PLAN 2012 650540587 2013-03-28 THE CARING ADVISOR, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 3058220069
Plan sponsor’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015

Signature of
Role Plan administrator
Date 2013-03-28
Name of individual signing MARSHA L. EVANS ERPA
Valid signature Filed with authorized/valid electronic signature
THE CARING ADVISOR, INC. 401(K) PROFIT SHARING PLAN 2011 650540587 2012-06-21 THE CARING ADVISOR, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 3058220069
Plan sponsor’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015

Plan administrator’s name and address
Administrator’s EIN 650540587
Plan administrator’s name THE CARING ADVISOR, INC.
Plan administrator’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015
Administrator’s telephone number 3058220069

Signature of
Role Plan administrator
Date 2012-06-21
Name of individual signing MARSHA L. EVANS ERPA
Valid signature Filed with authorized/valid electronic signature
THE CARING ADVISOR, INC. 401(K) PROFIT SHARING PLAN 2010 650540587 2011-07-25 THE CARING ADVISOR, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 3058220069
Plan sponsor’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015

Plan administrator’s name and address
Administrator’s EIN 650540587
Plan administrator’s name THE CARING ADVISOR, INC.
Plan administrator’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015
Administrator’s telephone number 3058220069

Signature of
Role Plan administrator
Date 2011-07-25
Name of individual signing MARSHA L. EVANS QKA QPA ERPA
Valid signature Filed with authorized/valid electronic signature
THE CARING ADVISOR, INC. 401(K) PROFIT SHARING PLAN 2009 650540587 2010-07-30 THE CARING ADVISOR, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 523900
Sponsor’s telephone number 3058220069
Plan sponsor’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015

Plan administrator’s name and address
Administrator’s EIN 650540587
Plan administrator’s name THE CARING ADVISOR, INC.
Plan administrator’s address 16969 NORTHWEST 67TH AVE, SUITE 101, MIAMI, FL, 33015
Administrator’s telephone number 3058220069

Signature of
Role Plan administrator
Date 2010-07-30
Name of individual signing ELIZABETH BRICKMAN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BRICKMAN, ELIZABETH Agent C/O ELIZABETH BRICKMAN, 12717 West Sunrise Blvd, #107, Sunrise, FL 33323

President

Name Role Address
Brickman, Elizabeth President 12717 West Sunrise Blvd., #107 Sunrise, FL 33323

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G08022900021 A CARING ADVISOR EXPIRED 2008-01-22 2013-12-31 No data 16969 NW 67TH AVE., STE. 101, MIAMI, FL, 33015
G08022900022 THE CARING ADVISOR EXPIRED 2008-01-22 2013-12-31 No data 16969 NW 67TH AVE., STE. 101, MIAMI, FL, 33015
G08022900023 MY CARING ADVISOR EXPIRED 2008-01-22 2013-12-31 No data 16969 NW 67TH AVE., STE. 101, MIAMI, FL, 33015

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-03-07 C/O ELIZABETH BRICKMAN, 12717 West Sunrise Blvd, #107, Sunrise, FL 33323 No data
REGISTERED AGENT ADDRESS CHANGED 2024-03-07 C/O ELIZABETH BRICKMAN, 12717 West Sunrise Blvd, #107, Sunrise, FL 33323 No data
CHANGE OF PRINCIPAL ADDRESS 2024-03-07 C/O ELIZABETH BRICKMAN, 12717 West Sunrise Blvd, #107, Sunrise, FL 33323 No data
AMENDMENT 2013-06-27 No data No data
REGISTERED AGENT NAME CHANGED 2013-06-27 BRICKMAN, ELIZABETH No data
AMENDMENT 2013-02-05 No data No data
NAME CHANGE AMENDMENT 2008-04-17 THE CARING ADVISOR, INC. No data
NAME CHANGE AMENDMENT 2008-01-22 ADVANTAGE FINANCIAL PLANNING, INC. No data
NAME CHANGE AMENDMENT 2007-08-01 THE CARING ADVISOR, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-03-07
ANNUAL REPORT 2023-02-22
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-05-19
ANNUAL REPORT 2019-04-05
ANNUAL REPORT 2018-03-19
ANNUAL REPORT 2017-02-21
ANNUAL REPORT 2016-03-15
ANNUAL REPORT 2015-04-01

Related by officers

Brickman, Elizabeth

BRICKMAN INSURANCE & FINANCIAL SERVICES, INC.

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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