IRA Financial Group LLC is a South Dakota LLC, registered on October 29, 2021. It is based at 1637 Meridian Avenue, Suite 430, Miami Beach, FL, 33139. The company is currently listed as active on the South Dakota register, is registered under company number FL213342 and carries EIN 271656243. Public records for the company include 1 SoS registration, 1 UCC lien, 2 federal contracts, 1 loan record and 16 Form 5500 filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | IRA Financial Group LLC |
|---|---|
| Principal address | 1637 Meridian Avenue, Suite 430Miami Beach33139FLUnited States |
| Registration state | South Dakota |
| Status | Active |
| Formed in | Florida (foreign registration) |
| Home company | IRA FINANCIAL GROUP, LLC · Active |
| Registered | 29 October 2021 (almost 5 years ago) |
| Entity type | LLC |
| Standing | compliant |
| Company number | FL213342 |
| EIN | 271656243 |
| Employees (modeled) | ≈20 employees2025 |
| Registered agent | Stacy Sanders |
|---|
| Source registry | South Dakota Secretary of State · updated 15 June 2026 |
|---|
| Public records | 1 SoS registration · 1 UCC lien on file |
|---|
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| Est. revenue (modeled) | $14.7M2025 |
|---|---|
| Federal contractor | Yes · 2 federal recipient records (SAM) |
| SBA loans | $240K · approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| South DakotaTHIS | IRA Financial Group LLC | 2021-10-29 | Stacy Sanders | — | Active | |
Filing ID FL213342 Jurisdiction Foreign · LLCFormed in Florida Principal address 1637 Meridian Avenue, Suite 430, Miami Beach, FL, 33139 Registered agent Stacy Sanders5024 S BUR OAK PLACE STE 200, SIOUX FALLS, SD, 57108 Officers Not reported | ||||||
| Alabama | IRA FINANCIAL GROUP, LLC | 2023-03-10 | Bergman, Adam | — | Active | |
| Arizona | IRA Financial Group LLC | 2024-06-26 | Tamara Perez | Adam BergmanManager | Active | |
| Colorado | IRA FINANCIAL GROUP, LLC | 2019-05-23 | IRA FINANCIAL GROUP. LLC | — | Withdrawn | |
| Florida | IRA FINANCIAL GROUP, LLC | 2010-01-11 | Adam Bergman | Adam BergmanManager | Active | |
| Georgia | IRA FINANCIAL GROUP, LLC | 2023-10-25 | Adam Bergman | — | Revoked | |
| Maryland | IRA FINANCIAL GROUP LLC | 2021-10-29 | BILLY MITCHUM | — | Suspended | |
| Michigan | IRA FINANCIAL GROUP, LLC | 2021-10-29 | STEPHANIE MILLER | — | Active | |
| New York | IRA FINANCIAL GROUP, LLC | 2011-07-27 | IRA FINANCIAL GROUP, LLC | — | Active | |
| Ohio | IRA FINANCIAL GROUP, LLC | 2023-03-02 | ADAM BERGMAN | ADAM BERGMANOfficer | Active | |
| Pennsylvania | IRA FINANCIAL GROUP, LLC | 2021-01-07 | — | Adam BergmanDirector | Active | |
| Tennessee | IRA FINANCIAL GROUP, LLC | 2023-03-02 | ADAM BERGMAN | — | Revoked | |
| Texas | IRA FINANCIAL GROUP, LLC | 2026-06-25 | Clay Cowan | Clay CowanOfficer | Active | |
| Washington | IRA FINANCIAL GROUP LLC | 2021-11-01 | AMELIA CACERES | ADAM BERGMANDirector | Dissolved | |
Companies and people linked to IRA Financial Group LLC in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $240,400 | 04/15/2020 | International Finance Bank | 25 | Paid in Full | |
Employee-benefit plan filings by IRA Financial Group LLC with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈20 · plan year 2025 |
|---|---|
| Est. annual revenue (modeled) | $14.7M |
| Retirement plan assets | $1.4M |
| Benefit plans | 401(k) plan on file |
| Filing history | 11 plan years filed, 2015–2025 |
| Sponsor EIN | 27-1656243 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2025 | ≈20 | 26 (18 active) | $1.4M | $14.7M | 401(k) | |
| 2024 | ≈19 | 44 (17 active) | $1.2M | $11.9M | 401(k) | |
| 2023 | ≈16 | 40 (14 active) | $937,036 | $10M | 401(k) | |
| 2022 | ≈16 | 40 (14 active) | $663,760 | $6.1M | 401(k) | |
| 2021 | ≈22 | 34 (20 active) | $845,042 | $11.1M | 401(k) | |
| 2020 | ≈37 | 33 (33 active) | $636,473 | $14.4M | 401(k) | |
| 2019 | ≈32 | 28 (29 active) | $521,143 | $16M | 401(k) | |
| 2018 | ≈31 | 20 (28 active) | $301,954 | $13.2M | 401(k) | |
| 2017 | ≈22 | 16 (20 active) | $250,905 | $11.4M | 401(k) | |
| 2016 | ≈18 | 13 (16 active) | $126,147 | $9.1M | 401(k) | |
Matched Form 5500 filing records:
| Plan | Plan year | Participants | EIN | |
|---|---|---|---|---|
| IRAFG 401K TRUST | — | — | — | |
| IRAFG 401K TRUST | — | — | — | |
| J2WEB INC 401K TRUST | — | — | — | |
| J2WEB INC 401K TRUST | — | — | — | |
| IRAFG 401K TRUST | — | — | — | |
| J2WEB INC 401K TRUST | — | — | — | |
| J2WEB INC 401K TRUST | — | — | — | |
| IRAFG 401K TRUST | — | — | — | |
| IRAFG 401K TRUST | — | — | — | |
| IRAFG 401K TRUST | — | — | — | |
Federal court records load when you reach this section.
Companies adjacent to IRA Financial Group LLC in the South Dakota Secretary of State register, in alphabetical order.
2 companies are registered at 1637 Meridian Avenue, Suite 430, Miami Beach — shared registered-office and agent addresses are common; a shared address alone does not link businesses.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-06-08. Document getpalm-companies/0752-2901-5721.