Advisors Trust Planning & Investment Company, Inc.
Florida
Registered In
05/05/1998
Incorp. Date
Company Summary
Advisors Trust Planning & Investment Company, Inc. at 1185 Immokalee Rd STE 120, Naples, FL 34110 lists Smarg Richard M and Cox Joe B of Naples, FL.
Overview
Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
59-3513696
Website
Email
******@advisorstrust.com
Search Other Resources
People
|
Mantzidis George Esq.
Registered Agent
|
5150 TAMIAMI TRL N, NAPLES, FL 34103
|
|
|
Smarg Richard M
President/Director
|
1185 IMMOKALEE RD, NAPLES, FL 34110
|
|
|
Cox Joe B
VPSD
|
5150 TAMIAMI TRL N, NAPLES, FL 34103
|
Map & Locations
|
1185 IMMOKALEE RD STE 120, NAPLES, FL 34110
View Map
|
Financials
Financial Information for Advisors Trust Planning & Investment Company, Inc.
Form 5500
ADVISORS TRUST PLANNING AND INVESTMENT CO., INC
1185 Immokalee Road, Suite 120, Naples, FL 34110 (239) 434-7500 EIN:59-3513696 Plan Admin:Richard Smarg| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2019 | Plan NameADVISORS TRUST RETIREMENT PLAN Plan #002 Participants BOY/EOY3 / 2 Assets BOY/EOY$509,758 / $702,326 | 2019 | ADVISORS TRUST RETIREMENT PLAN - Plan #002 | 3 / 2 | $509,758 / $702,326 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
ADVISORS TRUST PLANNING AND INVESTMENT COMPANY INC
1185 Immokalee Rd Ste 120, Naples, FL 34110-4806 Industry:Investigation and Personal Background Check Services| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 03/08/2021 | Approved$50,207 Forgiven$50,518 LenderFirst Foundation Bank Jobs3 | 03/08/2021 | $50,207 | $50,518 | First Foundation Bank | 3 |
| 04/28/2020 | Approved$42,890 Forgiven$43,246 LenderFirst Foundation Bank Jobs3 | 04/28/2020 | $42,890 | $43,246 | First Foundation Bank | 3 |
PPP Loans based on Paycheck Protection Program.
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Sources
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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