Search icon

C. CALVERT MONTGOMERY & ASSOCIATES, INC. - Florida Company Profile

Company Details

Entity Name: C. CALVERT MONTGOMERY & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

C. CALVERT MONTGOMERY & ASSOCIATES, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 07 May 1958 (67 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 01 Jun 1978 (47 years ago)
Document Number: 211927
FEI/EIN Number 590836714

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 959 S. FEDERAL HWY, STUART, FL, 34994, US
Mail Address: P.O. Box 92, STUART, FL, 34995, US
ZIP code: 34994
County: Martin
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2016 590836714 2018-02-15 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2015 590836714 2017-02-15 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995

Signature of

Role Plan administrator
Date 2017-02-15
Name of individual signing C. CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-15
Name of individual signing C. CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2014 590836714 2016-02-15 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2013 590836714 2015-02-17 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995

Signature of

Role Plan administrator
Date 2015-02-17
Name of individual signing C. CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-02-17
Name of individual signing C. CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2012 590836714 2013-10-01 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995

Signature of

Role Plan administrator
Date 2013-10-01
Name of individual signing CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-10-01
Name of individual signing CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2011 590836714 2013-02-01 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995

Plan administrator’s name and address

Administrator’s EIN 590836714
Plan administrator’s name C. CALVERT MONTGOMERY & ASSOCIATES, INC.
Plan administrator’s address P. O. BOX 92, STUART, FL, 34995
Administrator’s telephone number 7722873636

Signature of

Role Plan administrator
Date 2013-02-01
Name of individual signing CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-02-01
Name of individual signing CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2010 590836714 2011-12-06 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995

Plan administrator’s name and address

Administrator’s EIN 590836714
Plan administrator’s name C. CALVERT MONTGOMERY & ASSOCIATES, INC.
Plan administrator’s address P. O. BOX 92, STUART, FL, 34995
Administrator’s telephone number 7722873636

Signature of

Role Plan administrator
Date 2011-12-06
Name of individual signing CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-12-06
Name of individual signing CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
C. CALVERT MONTGOMERY & ASSOCIATES, INC. PROFIT SHARING TRUST 2009 590836714 2010-07-20 C. CALVERT MONTGOMERY & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-05-01
Business code 541330
Sponsor’s telephone number 7722873636
Plan sponsor’s address P. O. BOX 92, STUART, FL, 34995

Plan administrator’s name and address

Administrator’s EIN 590836714
Plan administrator’s name C. CALVERT MONTGOMERY & ASSOCIATES, INC.
Plan administrator’s address P. O. BOX 92, STUART, FL, 34995
Administrator’s telephone number 7722873636

Signature of

Role Plan administrator
Date 2010-07-20
Name of individual signing C. CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-20
Name of individual signing C. CALVERT MONTGOMERY
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MONTGOMERY SCOTT T President 959 S. FEDERAL HWY, STUART, FL, 34994
MONTGOMERY SCOTT T Director 959 S. FEDERAL HWY, STUART, FL, 34994
Montgomery Kimberly F Secretary P.O. Box 92, STUART, FL, 34995
Montgomery Scott T Agent 959 S. FEDERAL HWY, STUART, FL, 34994

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2023-04-02 959 S. FEDERAL HWY, STUART, FL 34994 -
REGISTERED AGENT NAME CHANGED 2023-04-02 Montgomery, Scott T. -
REGISTERED AGENT ADDRESS CHANGED 2017-01-27 959 S. FEDERAL HWY, STUART, FL 34994 -
CHANGE OF PRINCIPAL ADDRESS 2004-07-19 959 S. FEDERAL HWY, STUART, FL 34994 -
NAME CHANGE AMENDMENT 1978-06-01 C. CALVERT MONTGOMERY & ASSOCIATES, INC. -
NAME CHANGE AMENDMENT 1971-12-03 GREENLEES, MONTGOMERY & ASSOCIATES, INC. -
NAME CHANGE AMENDMENT 1962-09-25 GREENLEES, ARBOGAST & MONTGOMERY, INC. -

Documents

Name Date
ANNUAL REPORT 2024-04-22
ANNUAL REPORT 2023-04-02
ANNUAL REPORT 2022-03-08
ANNUAL REPORT 2021-03-12
ANNUAL REPORT 2020-05-26
ANNUAL REPORT 2019-03-12
ANNUAL REPORT 2018-03-06
ANNUAL REPORT 2017-01-27
ANNUAL REPORT 2016-03-03
ANNUAL REPORT 2015-04-22

Date of last update: 02 Apr 2025

Sources: Florida Department of State