The Retirement Advisor University, Inc.

Florida
Registered In
10/30/2009
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

The Retirement Advisor University, Inc. at 4514 Main ST APT 1036, Jupiter, FL 33458 lists Barstein Fred D and Barstein Diane N of Jupiter, FL as the associates.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Profit
Status
Active
EIN
27-1219777
Website
Email
*****@trauniversity.com
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SEC | EDGAR Sunbiz Trellis.Law Recent News
Nason Yeager Gerson Harris & Fumero, P.A. Registered Agent
3001 PGA BLVD, PALM BEACH GARDENS, FL 33410
Barstein Fred D President/Director
4514 MAIN ST, JUPITER, FL 33458 (View Past Addresses)
Barstein Diane N VPSD
4514 MAIN ST, JUPITER, FL 33458 (View Past Addresses)
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4514 MAIN ST APT 1036, JUPITER, FL 33458 View Map
4514 MAIN ST, JUPITER, FL 33458 (Mailing) View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

401k Tv
Jupiter, FL
The Plan Sponsor University
Jupiter, FL

Financial Information for The Retirement Advisor University, Inc.

Form 5500

THE RETIREMENT ADVISOR UNIVERSITY INC.

4514 Main Street APT 1036, Jupiter, FL 33458 (855) 755-4015 EIN:27-1219777 Plan Admin:Fred Barstein
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameTHE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN Plan #002 Participants BOY/EOY27 / 27 Assets BOY/EOY$619,847 / $614,702 2022 THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN - Plan #002 27 / 27 $619,847 / $614,702
2021 Plan NameTHE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN Plan #002 Participants BOY/EOY28 / 27 Assets BOY/EOY$456,045 / $619,847 2021 THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN - Plan #002 28 / 27 $456,045 / $619,847
2020 Plan NameTHE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN Plan #002 Participants BOY/EOY28 / 28 Assets BOY/EOY$285,123 / $456,045 2020 THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN - Plan #002 28 / 28 $285,123 / $456,045
2019 Plan NameTHE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN Plan #002 Participants BOY/EOY27 / 28 Assets BOY/EOY$148,891 / $285,123 2019 THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN - Plan #002 27 / 28 $148,891 / $285,123
2019 Plan NameTHE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN Plan #001 Participants BOY/EOY27 / 28 Assets BOY/EOY$148,891 / $285,123 2019 THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN - Plan #001 27 / 28 $148,891 / $285,123
Benefit & Retirement Plans based on Form 5500.
PPP Loans

THE RETIREMENT ADVISOR UNIVERSITY, INC.

4425 Military Trail, JUPITER, FL 33458 Industry:All Other Miscellaneous Schools and Instruction Ethnicity:Not Hispanic or Latino Race:Asian Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/15/2020 Approved$179,740 Forgiven$180,803 LenderTD Bank, National Association Jobs20 04/15/2020 $179,740 $180,803 TD Bank, National Association 20
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration
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