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CARTERET MANAGEMENT CORPORATION

Company Details

Entity Name: CARTERET MANAGEMENT CORPORATION
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 25 Mar 1971 (54 years ago)
Document Number: 379428
FEI/EIN Number 591348025
Address: 180 FOUNTAIN PARKWAY N, SUITE 100, ST. PETERSBURG, FL, 33716, US
Mail Address: 180 FOUNTAIN PARKWAY N, SUITE 100, ST. PETERSBURG, FL, 33716, US
ZIP code: 33716
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CARTERET MANAGEMENT CORPORATION 401(K) PLAN 2023 591348025 2024-08-23 CARTERET MANAGEMENT CORPORATION 103
File View Page
Three-digit plan number (PN) 101
Effective date of plan 2012-04-20
Business code 713100
Sponsor’s telephone number 7275575522
Plan sponsor’s address 180 FOUNTAIN PARKWAY N, SUITE 100, ST. PETERSBURG, FL, 33716

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-08-23
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Macdonald Laurel C Agent 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716

Director

Name Role Address
MACDONALD LAUREL C Director 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716
CHADWICK, JAMES M Director 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716
Chadwick Cecile Director 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716

Pr

Name Role Address
MACDONALD LAUREL C Pr 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716

Vice President

Name Role Address
CHADWICK, JAMES M Vice President 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716

Treasurer

Name Role Address
Englebert Nancy L Treasurer 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716

Assi

Name Role Address
Harris Tiffany D Assi 180 FOUNTAIN PARKWAY N, ST. PETERSBURG, FL, 33716

Events

Event Type Filed Date Value Description
AMENDMENT 2020-11-30 No data No data
AMENDMENT 2012-02-01 No data No data

Date of last update: 03 Jan 2025

Sources: Florida Department of State