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  5. CHARLAN, BROCK & ASSOCIATES, INC.

CHARLAN, BROCK & ASSOCIATES, INC.

Headquarter

Company Details

Entity Name: CHARLAN, BROCK & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 10 Apr 1981 (44 years ago)
Last Event: AMENDMENT
Event Date Filed: 28 Mar 2023 (2 years ago)
Document Number: F29259
FEI/EIN Number 59-2080434
Address: 1770 Fennell Street, Maitland, FL 32751
Mail Address: 1770 Fennell Street, Maitland, FL 32751
ZIP code: 32751
County: Orange
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., MISSISSIPPI 920387 MISSISSIPPI
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., ALABAMA 000-937-306 ALABAMA
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., NEW YORK 4643320 NEW YORK
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., KENTUCKY 0677188 KENTUCKY
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., COLORADO 20081333439 COLORADO
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., CONNECTICUT 1166912 CONNECTICUT
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., CONNECTICUT 1075270 CONNECTICUT
Headquarter of CHARLAN, BROCK & ASSOCIATES, INC., ILLINOIS CORP_68386403 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2023 592080434 2024-10-28 CHARLAN BROCK & ASSOCIATES, INC. 120
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2024-10-28
Name of individual signing DAVID BROWNLEE
Valid signature Filed with authorized/valid electronic signature
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2023 592080434 2024-09-19 CHARLAN BROCK & ASSOCIATES, INC. 120
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751

Signature of
Role Plan administrator
Date 2024-09-19
Name of individual signing DAVID BROWNLEE
Valid signature Filed with authorized/valid electronic signature
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2022 592080434 2023-05-24 CHARLAN BROCK & ASSOCIATES, INC. 101
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2021 592080434 2022-09-09 CHARLAN BROCK & ASSOCIATES, INC. 90
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2020 592080434 2021-09-22 CHARLAN BROCK & ASSOCIATES, INC. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2019 592080434 2020-07-07 CHARLAN BROCK & ASSOCIATES, INC. 61
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2018 592080434 2019-07-16 CHARLAN BROCK & ASSOCIATES, INC. 53
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2017 592080434 2018-10-03 CHARLAN BROCK & ASSOCIATES, INC. 52
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2016 592080434 2017-07-31 CHARLAN BROCK & ASSOCIATES, INC. 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751
CHARLAN BROCK & ASSOCIATES, INC. PROFIT SHARING 401(K) PLAN 2015 592080434 2016-07-29 CHARLAN BROCK & ASSOCIATES, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1983-04-04
Business code 541310
Sponsor’s telephone number 4076608900
Plan sponsor’s address 1770 FENNELL ST, MAITLAND, FL, 32751

Agent

Name Role
C T CORPORATION SYSTEM Agent

Director

Name Role Address
Charlan, Charles L. Director 1770 Fennell Street, Maitland, FL 32751
Brock, Gary F. Director 1770 Fennell Street, Maitland, FL 32751
Moltzan, Mary M. Director 1770 Fennell Street, Maitland, FL 32751
Anderson, Douglas P. Director 1770 Fennell Street, Maitland, FL 32751

Chief Operating Officer

Name Role Address
Brownlee, David Chief Operating Officer 1770 Fennell Street, Maitland, FL 32751

Vice President

Name Role Address
Moltzan, Mary M. Vice President 1770 Fennell Street, Maitland, FL 32751

Chief Executive Officer

Name Role Address
Anderson, Douglas P. Chief Executive Officer 1770 Fennell Street, Maitland, FL 32751

President

Name Role Address
Oquendo, Cristian President 1770 Fennell Street, Maitland, FL 32751

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-04-09 1770 Fennell Street, Maitland, FL 32751 No data
CHANGE OF PRINCIPAL ADDRESS 2024-04-09 1770 Fennell Street, Maitland, FL 32751 No data
REGISTERED AGENT ADDRESS CHANGED 2023-04-05 1200 South Pine Island Road, Plantation, FL 33324 No data
REGISTERED AGENT NAME CHANGED 2023-04-05 C T Corporation System No data
AMENDMENT 2023-03-28 No data No data
AMENDMENT 2018-03-19 No data No data
AMENDMENT 2014-12-05 No data No data
AMENDMENT 2013-05-24 No data No data
NAME CHANGE AMENDMENT 1985-05-22 CHARLAN, BROCK & ASSOCIATES, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-04-09
AMENDED ANNUAL REPORT 2023-04-05
Amendment 2023-03-28
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-04-06
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-05-18
ANNUAL REPORT 2019-03-23
ANNUAL REPORT 2018-04-05
Amendment 2018-03-19

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 05 Feb 2025

Sources: Florida Department of State

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