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  5. RETIREMENT PLAN SPECIALISTS, INC.

RETIREMENT PLAN SPECIALISTS, INC. - Florida Company Profile

Company Details

Entity Name: RETIREMENT PLAN SPECIALISTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

RETIREMENT PLAN SPECIALISTS, 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: 16 Jul 1997 (28 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 10 Oct 2010 (15 years ago)
Document Number: P97000063113
FEI/EIN Number 593458014

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1517 W. Broadway St., OVIEDO, FL, 32765, US
Mail Address: 1517 W. Broadway St., OVIEDO, FL, 32765, US
ZIP code: 32765
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2021 593458014 2022-09-23 RETIREMENT PLAN SPECIALISTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2022-09-23
Name of individual signing LANNING H. TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-23
Name of individual signing LANNING H. TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2021 593458014 2022-09-23 RETIREMENT PLAN SPECIALISTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2022-09-23
Name of individual signing LANNING H. TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-23
Name of individual signing LANNING H. TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2020 593458014 2021-10-15 RETIREMENT PLAN SPECIALISTS, INC. 4
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2020 593458014 2022-09-23 RETIREMENT PLAN SPECIALISTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2022-09-23
Name of individual signing LANNING H. TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-23
Name of individual signing LANNING H. TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2019 593458014 2020-10-15 RETIREMENT PLAN SPECIALISTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-15
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2018 593458014 2019-10-14 RETIREMENT PLAN SPECIALISTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2017 593458014 2018-10-11 RETIREMENT PLAN SPECIALISTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-11
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2016 593458014 2018-01-29 RETIREMENT PLAN SPECIALISTS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2018-01-29
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-01-29
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2015 593458014 2017-03-13 RETIREMENT PLAN SPECIALISTS, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2017-03-13
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-13
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN SPECIALISTS, INC. 401(K) PLAN 2014 593458014 2015-10-14 RETIREMENT PLAN SPECIALISTS, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 541990
Sponsor’s telephone number 4073653490
Plan sponsor’s address 815 EYRIE DR, STE 2, OVIEDO, FL, 32765

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-14
Name of individual signing SANDY TURNER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
TURNER SANDRA R Vice President 1517 W. Broadway St., OVIEDO, FL, 32765
TURNER LANNING H Director 1517 W. Broadway St., OVIEDO, FL, 32765
TURNER LANNING H President 1517 W. Broadway St., OVIEDO, FL, 32765
TURNER LANNING H Secretary 1517 W. Broadway St., OVIEDO, FL, 32765
TURNER LANNING H Treasurer 1517 W. Broadway St., OVIEDO, FL, 32765
TURNER LANNING H Agent 1517 W. Broadway St., OVIEDO, FL, 32765

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G20000021486 RPS, INC. ACTIVE 2020-02-18 2025-12-31 - 815 EYRIE DRIVE, SUITE 2, OVIEDO, FL, 32765
G14000016301 RPS, INC. EXPIRED 2014-02-14 2019-12-31 - 815 EYRIE DRIVE SUITE 2, OVIEDO, FL, 32765

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-01-13 1517 W. Broadway St., OVIEDO, FL 32765 -
CHANGE OF PRINCIPAL ADDRESS 2024-11-07 1517 W. Broadway St., OVIEDO, FL 32765 -
CHANGE OF MAILING ADDRESS 2024-11-07 1517 W. Broadway St., OVIEDO, FL 32765 -
REGISTERED AGENT NAME CHANGED 2021-05-04 TURNER, LANNING H -
REINSTATEMENT 2010-10-10 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2010-09-24 - -
NAME CHANGE AMENDMENT 2003-10-16 RETIREMENT PLAN SPECIALISTS, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-13
ANNUAL REPORT 2024-01-16
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-01-12
ANNUAL REPORT 2021-05-04
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-03-06
ANNUAL REPORT 2018-04-02
ANNUAL REPORT 2017-04-27
ANNUAL REPORT 2016-02-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7018928605 2021-03-23 0491 PPS 815 Eyrie Dr Ste 2, Oviedo, FL, 32765-8602
Loan Status Date 2022-03-03
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 41499.78
Loan Approval Amount (current) 41499.78
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Oviedo, SEMINOLE, FL, 32765-8602
Project Congressional District FL-07
Number of Employees 4
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 41870.97
Forgiveness Paid Date 2022-02-10
5639777104 2020-04-13 0491 PPP 815 Eyrie Drive Suite 2, OVIEDO, FL, 32765-6501
Loan Status Date 2022-01-31
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35485
Loan Approval Amount (current) 35439.9
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address OVIEDO, SEMINOLE, FL, 32765-6501
Project Congressional District FL-07
Number of Employees 4
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 35820.88
Forgiveness Paid Date 2021-05-13

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No other companies in our directory share the same address as RETIREMENT PLAN SPECIALISTS, INC.

Date of last update: 02 May 2025

Sources: Florida Department of State

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