| Entity Name: | HOLLAND ADVISORY SERVICES, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| Date Filed: | 10 Jul 1996 (29 years ago) |
| Document Number: | P96000058009 |
| FEI/EIN Number | 593389161 |
| Address: | 700 WEST GRANADA BLVD, ORMOND BEACH, FL, 32174, US |
| Mail Address: | 700 WEST GRANADA BLVD, ORMOND BEACH, FL, 32174, US |
| ZIP code: | 32174 |
| County: | Volusia |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1890183 | 700 WEST GRANADA BOULEVARD, ORMOND BEACH, FL, 32174 | 700 WEST GRANADA BOULEVARD, ORMOND BEACH, FL, 32174 | 3866717526 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2024-10-18 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-09-20
| Form type | N-PX |
| File number | 028-21515 |
| Filing date | 2024-09-20 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-16
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2024-07-16 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-10
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2024-04-10 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-22
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2024-01-22 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-18
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2023-10-18 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-20
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2023-07-20 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-17
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2023-04-17 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-19
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2023-01-19 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-11
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2022-10-11 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-07-12
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2022-07-12 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-04-07
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2022-04-07 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-01-28
| Form type | 13F-HR |
| File number | 028-21515 |
| Filing date | 2022-01-28 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOLLAND AFFILIATED EMPLOYER RETIREMENT PLAN | 2012 | 593389161 | 2013-05-30 | HOLLAND ADVISORY SERVICES INC. | 37 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Administrator’s EIN | 593389161 |
| Plan administrator’s name | HOLLAND ADVISORY SERVICES INC. |
| Plan administrator’s address | 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174 |
| Administrator’s telephone number | 3866717526 |
Number of participants as of the end of the plan year
| Active participants | 13 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 7 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 19 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 11 |
Signature of
| Role | Plan administrator |
| Date | 2013-05-30 |
| Name of individual signing | DAVID D HOLLAND |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2013-05-30 |
| Name of individual signing | DAVID D HOLLAND |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3866717526 |
| Plan sponsor’s mailing address | 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174 |
| Plan sponsor’s address | 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174 |
Plan administrator’s name and address
| Administrator’s EIN | 593389161 |
| Plan administrator’s name | HOLLAND ADVISORY SERVICES INC. |
| Plan administrator’s address | 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174 |
| Administrator’s telephone number | 3866717526 |
Number of participants as of the end of the plan year
| Active participants | 36 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 1 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 36 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 10 |
Signature of
| Role | Plan administrator |
| Date | 2012-04-02 |
| Name of individual signing | DAVID D HOLLAND |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2006-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 3866717526 |
| Plan sponsor’s mailing address | 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174 |
| Plan sponsor’s address | 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174 |
Plan administrator’s name and address
| Administrator’s EIN | 593389161 |
| Plan administrator’s name | HOLLAND ADVISORY SERVICES INC. |
| Plan administrator’s address | 700 W. GRANADA BLVD., ORMOND BEACH, FL, 32174 |
| Administrator’s telephone number | 3866717526 |
Number of participants as of the end of the plan year
| Active participants | 46 |
| Retired or separated participants receiving benefits | 0 |
| Other retired or separated participants entitled to future benefits | 1 |
| Deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 0 |
| Number of participants with account balances as of the end of the plan year | 46 |
| Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 12 |
Signature of
| Role | Plan administrator |
| Date | 2011-05-03 |
| Name of individual signing | DAVID D HOLLAND |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| Doyle Kathryn | Agent | 700 WEST GRANADA BLVD, ORMOND BEACH, FL, 32174 |
| Name | Role | Address |
|---|---|---|
| HOLLAND DAVID D | Chief Executive Officer | 700 WEST GRANADA BLVD, ORMOND BEACH, FL, 32174 |
| Name | Role | Address |
|---|---|---|
| HOARD KALON M | President | 700 WEST GRANADA BLVD, ORMOND BEACH, FL, 32174 |
| Name | Role | Address |
|---|---|---|
| HOARD KALON M | Secretary | 700 WEST GRANADA BLVD, ORMOND BEACH, FL, 32174 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| NAME CHANGE AMENDMENT | 2010-02-08 | HOLLAND ADVISORY SERVICES, INC. | No data |
| NAME CHANGE AMENDMENT | 2008-08-29 | RAM ADVISORY SERVICES, INC. | No data |
| NAME CHANGE AMENDMENT | 2007-05-21 | RETIREE INVESTMENT ADVISERS, INC. | No data |
| NAME CHANGE AMENDMENT | 2005-01-21 | HOLLAND FINANCIAL, INC. | No data |
| NAME CHANGE AMENDMENT | 2003-12-05 | HOLLAND FINANCIAL GROUP, INC. | No data |
| NAME CHANGE AMENDMENT | 1998-09-23 | CPA FINANCIAL ADVISERS, INC. | No data |
| NAME CHANGE AMENDMENT | 1996-08-22 | HOLLAND FINANCIAL GROUP, INC. | No data |
Date of last update: 03 Jan 2025
Sources: Florida Department of State
