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  5. Navitas Advisors, Inc.

Navitas Advisors, Inc.

Company Details

Name: Navitas Advisors, Inc.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 21 Dec 2010 (14 years ago)
Business ID: 976067
ZIP code: 39157
County: Madison
State of Incorporation: MISSISSIPPI
Principal Office Address: 574 Highland Colony Parkway, Suite 310Ridgeland, MS 39157
Historical names: Navitas Wealth Advisors, Inc.
Navitas Mississippi Ltd.
Navitas, Ltd.

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NAVITAS, LTD. 401K PLAN 2019 742983785 2020-07-27 NAVITAS, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2020-07-27
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-27
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2019 742983785 2020-03-06 NAVITAS, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2020-03-06
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-03-06
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2018 742983785 2019-04-01 NAVITAS, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2019-04-01
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-01
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2017 742983785 2018-05-30 NAVITAS, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2018-05-30
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-30
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2016 742983785 2017-01-26 NAVITAS, LTD. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2017-01-26
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-01-26
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2015 742983785 2016-05-27 NAVITAS, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2016-05-27
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-27
Name of individual signing JASON HESTER
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2014 742983785 2015-07-21 NAVITAS, LTD. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2015-07-15
Name of individual signing SUE MARSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-21
Name of individual signing KAREN MARSH
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2013 742983785 2014-06-02 NAVITAS, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2014-06-02
Name of individual signing SUE MARSH
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-06-02
Name of individual signing SUE MARSH
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2012 742983785 2013-05-07 NAVITAS, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Signature of
Role Plan administrator
Date 2013-05-07
Name of individual signing DEBBIE PURVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-05-07
Name of individual signing DEBBIE PURVIS
Valid signature Filed with authorized/valid electronic signature
NAVITAS, LTD. 401K PLAN 2011 742983785 2012-02-29 NAVITAS, LTD. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 525990
Sponsor’s telephone number 6019912830
Plan sponsor’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157

Plan administrator’s name and address
Administrator’s EIN 742983785
Plan administrator’s name NAVITAS, LTD.
Plan administrator’s address 574 HIGHLAND COLONY PKWY STE 120, RIDGELAND, MS, 39157
Administrator’s telephone number 6019912830

Signature of
Role Plan administrator
Date 2012-02-29
Name of individual signing DEBBIE PURVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-02-29
Name of individual signing DEBBIE PURVIS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Hester, George Agent 574 Highland Colony Parkway, Ridgeland, MS 39157

Incorporator

Name Role Address
George Hester Incorporator 574 Highland Colony Parkway, Ridgeland, MS 39157

President

Name Role Address
Jason S Hester President 574 Highland Colony Pkwy, Ste. 310, Ridgeland, MS 39157

Other

Name Role Address
Steven Rutledge Other 574 Highland Colony Parkway, Suite 310, Ridgeland, MS 39157

Secretary

Name Role Address
Steven Rutledge Secretary 574 Highland Colony Parkway, Suite 310, Ridgeland, MS 39157

Director

Name Role Address
George Hester Director 574 Highland Colony Parkway, Suite 310, Ridgeland, MS 39157

Filings

Type Status Filed Date Description
Annual Report Filed 2024-04-11 Annual Report For Navitas Advisors, Inc.
Annual Report Filed 2023-03-06 Annual Report For Navitas Advisors, Inc.
Annual Report Filed 2022-02-11 Annual Report For Navitas Advisors, Inc.
Annual Report Filed 2021-02-01 Annual Report For Navitas Advisors, Inc.
Annual Report Filed 2020-02-24 Annual Report For Navitas Advisors, Inc.
Amendment Form Filed 2019-09-27 Amendment For Navitas Wealth Advisors, Inc.
Annual Report Filed 2019-02-07 Annual Report For Navitas Wealth Advisors, Inc.
Annual Report Filed 2018-03-01 Annual Report For Navitas Wealth Advisors, Inc.
Annual Report Filed 2017-02-06 Annual Report For Navitas Wealth Advisors, Inc.
Annual Report Filed 2016-03-23 Annual Report For Navitas Wealth Advisors, Inc.

Related by officers

George Hester

NAVITAS, LTD. Navitas Investment Advisory Services LLC Navitas Wealth Advisors, LLC

Jason S Hester

The Fortis Company, LLC Navitas Investment Advisory Services LLC Navitas Wealth Advisors, LLC

Steven Rutledge

G & S General Contractors, Inc. ASJC Tree Farm

Related by address

574 Highland Colony Parkway, Suite 310Ridgeland, MS 39157

Kientz Financial Services, Inc.

Date of last update: 05 Jan 2025

Sources: Mississippi Secretary of State

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