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RICHARD D. BARTON & ASSOCIATES, INC. - Florida Company Profile

Company Details

Entity Name: RICHARD D. BARTON & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

RICHARD D. BARTON & ASSOCIATES, 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: 17 Mar 1995 (30 years ago)
Date of dissolution: 23 Sep 2022 (2 years ago)
Last Event: ADMIN DISSOLUTION FOR ANNUAL REPORT
Event Date Filed: 23 Sep 2022 (2 years ago)
Document Number: P95000022067
FEI/EIN Number 650566733

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

Address: 1814 HARBOUR CIRCLE, CAPE CORAL, FL, 33914, US
Mail Address: 1814 HARBOUR CIRCLE, CAPE CORAL, FL, 33914, US
ZIP code: 33914
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RICHARD D BARTON & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN 2015 650566733 2016-03-04 RICHARD D. BARTON & ASSOCIATES, INC 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-04-01
Business code 524210
Sponsor’s telephone number 2395425300
Plan sponsor’s address 447 CAPE CORAL PARKWAY, CAPE CORAL, FL, 339048500

Signature of

Role Plan administrator
Date 2016-03-04
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-03-04
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
RICHARD D. BARTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 650566733 2015-06-19 RICHARD D. BARTON & ASSOCIATES, INC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-04-01
Business code 524210
Sponsor’s telephone number 2395425300
Plan sponsor’s address 447 CAPE CORAL PARKWAY, CAPE CORAL, FL, 339048500

Signature of

Role Plan administrator
Date 2015-06-19
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-19
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
RICHARD D. BARTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 650566733 2014-07-15 RICHARD D. BARTON & ASSOCIATES, INC 35
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-04-01
Business code 524210
Sponsor’s telephone number 2395425300
Plan sponsor’s address 447 CAPE CORAL PARKWAY, CAPE CORAL, FL, 339048500

Signature of

Role Plan administrator
Date 2014-07-15
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-07-15
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
RICHARD D. BARTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 650566733 2013-08-05 RICHARD D. BARTON & ASSOCIATES, INC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-04-01
Business code 524210
Sponsor’s telephone number 2395425300
Plan sponsor’s address 447 CAPE CORAL PARKWAY, CAPE CORAL, FL, 339048500

Signature of

Role Plan administrator
Date 2013-08-05
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-08-05
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature
RICHARD D. BARTON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 650566733 2010-06-04 RICHARD D. BARTON & ASSOCIATES, INC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-04-01
Business code 524210
Sponsor’s telephone number 2395425300
Plan sponsor’s address 447 CAPE CORAL PARKWAY, CAPE CORAL, FL, 339048500

Plan administrator’s name and address

Administrator’s EIN 650566733
Plan administrator’s name RICHARD D. BARTON & ASSOCIATES, INC
Plan administrator’s address 447 CAPE CORAL PARKWAY, CAPE CORAL, FL, 339048500
Administrator’s telephone number 2395425300

Signature of

Role Plan administrator
Date 2010-06-04
Name of individual signing RICHARD D. BARTON
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
BARTON RICHARD D President 1814 HARBOUR CIRCLE, CAPE CORAL, FL, 33914
BARTON RICHARD D Secretary 1814 HARBOUR CIRCLE, CAPE CORAL, FL, 33914
BARTON RICHARD D Treasurer 1814 HARBOUR CIRCLE, CAPE CORAL, FL, 33914
TAX & FINANCIAL STRATEGISTS, LLC Agent -

Events

Event Type Filed Date Value Description
ADMIN DISSOLUTION FOR ANNUAL REPORT 2022-09-23 - -
REGISTERED AGENT NAME CHANGED 2020-03-19 Tax & Financial Strategists, LLC -
REGISTERED AGENT ADDRESS CHANGED 2020-03-19 28089 Vanderbilt Dr, Suite 201, Bonita Springs, FL 34134 -
CHANGE OF PRINCIPAL ADDRESS 2018-02-27 1814 HARBOUR CIRCLE, CAPE CORAL, FL 33914 -
CHANGE OF MAILING ADDRESS 2014-03-11 1814 HARBOUR CIRCLE, CAPE CORAL, FL 33914 -

Documents

Name Date
ANNUAL REPORT 2021-04-20
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-04-27
ANNUAL REPORT 2018-02-27
ANNUAL REPORT 2017-03-28
ANNUAL REPORT 2016-03-29
AMENDED ANNUAL REPORT 2015-03-10
ANNUAL REPORT 2015-02-25
ANNUAL REPORT 2014-03-11
ANNUAL REPORT 2013-03-11

Date of last update: 02 Feb 2025

Sources: Florida Department of State