Professional Advisory Services, Inc.

Montana
Registered In
07/11/2018
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction

Company Summary

Professional Advisory Services, Inc. at 2770 N Indian River Blvd STE 204, Vero Beach, FL 32960 lists David Alan Jaffe of Bozeman, MT.

Registered In
Montana
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Florida
Company Type
Foreign Profit Corporation
Status
Active-Good Standing
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David Alan Jaffe Registered Agent
10570 ENDERS ROAD BOZEMAN, BOZEMAN, MT 59718
2770 N INDIAN RIVER BLVD STE 204, VERO BEACH, FL 32960 View Map
2770 INDIAN RIVER BLVD STE 204, VERO BEACH, FL 32960 (Mailing) View Map

Financial Information for Professional Advisory Services, Inc.

Form 5500

PROFESSIONAL ADVISORY SERVICES INC

2770 Indian River Blvd STE 204, Vero Beach, FL 32960 (800) 847-7274 EIN:59-1743313 Plan Admin:Carol Bieber
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$11,750,674 / $12,733,112 2023 PROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 14 / 14 $11,750,674 / $12,733,112
2022 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 14 Assets BOY/EOY$13,166,555 / $11,750,674 2022 PROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 14 / 14 $13,166,555 / $11,750,674
2022 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$6,265,448 / $5,888,855 2022 PROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN - Plan #003 13 / 13 $6,265,448 / $5,888,855
2021 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY15 / 14 Assets BOY/EOY$11,404,195 / $12,859,845 2021 PROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 15 / 14 $11,404,195 / $12,859,845
2021 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY14 / 13 Assets BOY/EOY$5,265,245 / $6,244,451 2021 PROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN - Plan #003 14 / 13 $5,265,245 / $6,244,451
2020 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY16 / 15 Assets BOY/EOY$14,315,647 / $11,404,195 2020 PROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 16 / 15 $14,315,647 / $11,404,195
2020 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY15 / 14 Assets BOY/EOY$4,315,584 / $5,265,245 2020 PROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN - Plan #003 15 / 14 $4,315,584 / $5,265,245
2019 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$11,057,370 / $14,315,647 2019 PROFESSIONAL ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN - Plan #002 14 / 15 $11,057,370 / $14,315,647
2019 Plan NamePROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN Plan #003 Participants BOY/EOY13 / 14 Assets BOY/EOY$3,219,062 / $4,315,584 2019 PROFESSIONAL ADVISORY SERVICES, INC. CASH BALANCE PLAN - Plan #003 13 / 14 $3,219,062 / $4,315,584
Benefit & Retirement Plans based on Form 5500.
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Professional Advisory Services, Inc. Registered in Michigan
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Professional Advisory Services, Inc. Registered in Michigan
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Professional Advisory Services, Inc. Registered in Pennsylvania
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Professional Advisory Services, Inc. Registered in Florida
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Professional Advisory Services, Inc. Registered in California
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Professional Advisory Services, Inc. Registered in Georgia
Atlanta, GA View Report
Cleveland, OH View Report
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Professional Advisory Services, Inc. Registered in California
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Professional Advisory Services Inc. Registered in Arizona
Tucson, AZ View Report
Newport Beach, CA View Report
Professional Advisory Services, Inc. Registered in Missouri
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Address Match:2770 Indian River Blvd Ste 204 Vero Beach, FL
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The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor
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