Rutherford Asset Planning, Inc. at 5150 Tamiami Trl N STE 204, Naples, FL 34103 lists Amburgey Keith A and Rutherford Ronald K of Naples, FL as associates.
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Amburgey Keith A
Vice President
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5150 TAMIAMI TRL N # 204, NAPLES, FL 34103
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Rutherford Ronald K
CSD
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5150 TAMIAMI TRL N # 204, NAPLES, FL 34103
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Rutherford Suzzette B
President/Treasurer/Director
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5150 TAMIAMI TRL N # 204, NAPLES, FL 34103
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5150 TAMIAMI TRL N STE 204, NAPLES, FL 34103
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12191 W LINEBAUGH AVE, TAMPA, FL 33626
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameRAP 401K Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$896,941 / $1,273,917 | 2023 | RAP 401K - Plan #001 | 5 / 5 | $896,941 / $1,273,917 |
| 2022 | Plan NameRAP 401K Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$912,872 / $896,941 | 2022 | RAP 401K - Plan #001 | 5 / 5 | $912,872 / $896,941 |
| 2021 | Plan NameRAP 401K Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$691,716 / $912,872 | 2021 | RAP 401K - Plan #001 | 3 / 3 | $691,716 / $912,872 |
| 2020 | Plan NameRAP 401K Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$567,420 / $691,716 | 2020 | RAP 401K - Plan #001 | 3 / 3 | $567,420 / $691,716 |
| 2019 | Plan NameRAP 401K Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$400,617 / $567,420 | 2019 | RAP 401K - Plan #001 | 3 / 3 | $400,617 / $567,420 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/01/2020 | Approved$60,835 Forgiven$61,375 LenderWells Fargo Bank, National Association Jobs3 | 05/01/2020 | $60,835 | $61,375 | Wells Fargo Bank, National Association | 3 |
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Rutherford Asset Planning, Inc.
Registered in Florida
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Tampa, FL | View Report |
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Lacroix Investment Company, LLC
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Tampa, FL | View Report | |
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Tampa, FL | View Report | |
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Golden Sales Group, LLC
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Rutherford Family No. 1, L.L.C.
Registered in Texas
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The Woodlands, TX Woodland, TX | View Report |