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  5. MUTUAL TRUST FINANCIAL SERVICES, INC.

MUTUAL TRUST FINANCIAL SERVICES, INC.

Company Details

Entity Name: MUTUAL TRUST FINANCIAL SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 03 Sep 1999 (25 years ago)
Document Number: P99000080584
FEI/EIN Number 593596676
Address: 546 16th Ave NE, St Petersburg, FL, 33704, US
Mail Address: 546 16th Ave NE, St Petersburg, FL, 33704, US
ZIP code: 33704
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN & TRUST 2019 593596676 2020-03-25 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, SUITE 330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2020-03-25
Name of individual signing BRUCE MAROTTA
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN & TRUST 2018 593596676 2019-04-05 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, SUITE 330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2019-04-05
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN & TRUST 2017 593596676 2018-04-12 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, SUITE #330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2018-04-12
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN & TRUST 2016 593596676 2017-06-08 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, SUITE #330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2017-06-08
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN & TRUST 2015 593596676 2016-03-11 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, SUITE #330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2016-03-11
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN & TRUST 2014 593596676 2015-02-19 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, SUITE #330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2015-02-17
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN 2013 593596676 2014-05-07 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, #330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2014-05-07
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN 2012 593596676 2013-04-12 MUTUAL TRUST FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, #330, CLEARWATER, FL, 33759

Signature of
Role Plan administrator
Date 2013-04-12
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature
MUTUAL TRUST FINANCIAL SERVICES, INC. PENSION PLAN 2011 593596676 2012-05-09 MUTUAL TRUST FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 522300
Sponsor’s telephone number 7277999922
Plan sponsor’s address 2963 GULF TO BAY BLVD, #330, CLEARWATER, FL, 33759

Plan administrator’s name and address
Administrator’s EIN 593596676
Plan administrator’s name MUTUAL TRUST FINANCIAL SERVICES, INC.
Plan administrator’s address 2963 GULF TO BAY BLVD, #330, CLEARWATER, FL, 33759
Administrator’s telephone number 7277999922

Signature of
Role Plan administrator
Date 2012-05-09
Name of individual signing JED BANDES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BANDES JED E Agent 546 16th Ave NE, St Petersburg, FL, 33704

President

Name Role Address
BANDES JED E President 546 16th Ave NE, St Petersburg, FL, 33704

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-04-18 546 16th Ave NE, St Petersburg, FL 33704 No data
CHANGE OF MAILING ADDRESS 2021-04-18 546 16th Ave NE, St Petersburg, FL 33704 No data
REGISTERED AGENT ADDRESS CHANGED 2021-04-18 546 16th Ave NE, St Petersburg, FL 33704 No data

Documents

Name Date
ANNUAL REPORT 2024-04-01
ANNUAL REPORT 2023-03-24
ANNUAL REPORT 2022-03-28
ANNUAL REPORT 2021-04-18
Reg. Agent Change 2020-10-13
ANNUAL REPORT 2020-04-20
ANNUAL REPORT 2019-04-16
ANNUAL REPORT 2018-04-12
ANNUAL REPORT 2017-04-12
ANNUAL REPORT 2016-04-14

Related by officers

No related officers

Related by address

546 16th Ave NE, St Petersburg, FL, 33704, US

PRINCIPAL DERIVATIVES, L.L.C.

546 16th Ave NE, St Petersburg, FL, 33704, US

PRINCIPAL DERIVATIVES, L.L.C.

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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