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  5. ANCHOR CERTIFIED PLANNERS GROUP, INC.

ANCHOR CERTIFIED PLANNERS GROUP, INC. - Florida Company Profile

Company Details

Entity Name: ANCHOR CERTIFIED PLANNERS GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ANCHOR CERTIFIED PLANNERS GROUP, 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: 02 May 1988 (37 years ago)
Document Number: K22797
FEI/EIN Number 592893347

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1395 W GRANADA BLVD, ORMOND BEACH, FL, 32174, US
Mail Address: 1395 W GRANADA BLVD, ORMOND BEACH, FL, 32174, US
ZIP code: 32174
County: Volusia
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2023 592893347 2024-08-01 ANCHOR CERTIFIED PLANNERS GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2024-08-01
Name of individual signing KARRIE G HARMAN
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2022 592893347 2023-08-01 ANCHOR CERTIFIED PLANNERS GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2023-08-01
Name of individual signing KARRIE G HARMAN
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2021 592893347 2022-07-21 ANCHOR CERTIFIED PLANNERS GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2022-07-21
Name of individual signing KARRIE G HARMAN
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2020 592893347 2021-07-20 ANCHOR CERTIFIED PLANNERS GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2021-07-20
Name of individual signing KARRIE G HARMAN
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2019 592893347 2020-06-05 ANCHOR CERTIFIED PLANNERS GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2020-06-05
Name of individual signing KARRIE G HARMAN
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2018 592893347 2019-09-20 ANCHOR CERTIFIED PLANNERS GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2019-09-20
Name of individual signing KARRIE G HARMAN
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2017 592893347 2018-07-12 ANCHOR CERTIFIED PLANNERS GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2018-07-12
Name of individual signing BILL GRIGAT JR
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2016 592893347 2017-08-07 ANCHOR CERTIFIED PLANNERS GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Signature of
Role Plan administrator
Date 2017-08-07
Name of individual signing BILL GRIGAT JR
Valid signature Filed with authorized/valid electronic signature
ANCHOR CERTIFIED PLANNERS GROUP, INC. 401(K) PLAN 2015 592893347 2016-07-27 ANCHOR CERTIFIED PLANNERS GROUP, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 525920
Sponsor’s telephone number 3866157526
Plan sponsor’s address 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Key Officers & Management

Name Role Address
HARMAN III RICHARD E President 1395 W GRANADA BLVD, ORMOND BEACH, FL, 32174
HARMAN KARRIE SENI 1395 W GRANADA BLVD, ORMOND BEACH, FL, 32174
Harman, III Richard E Agent 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000045868 ANCHOR CERTIFIED PLANNERS GROUP, INC ACTIVE 2019-04-11 2029-12-31 - 1395 W. GRANADA BLVD., ORMOND BEACH, FL, 32174
G11000065723 ANCHOR GROUP EXPIRED 2011-06-29 2016-12-31 - 5537 S WILLIAMSON BLVD 754, PORT ORANGE, FL, 32128
G11000064675 ANCHOR CERTIFIED PLANNERS GROUP, INC. EXPIRED 2011-06-27 2016-12-31 - 1259 W. GRANADA BLVD, SUITE B, ORMOND BEACH, FL, 32174

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2018-04-19 Harman, III, Richard E -
REGISTERED AGENT ADDRESS CHANGED 2018-04-19 1395 W. GRANADA BLVD., ORMOND BEACH, FL 32174 -
CHANGE OF PRINCIPAL ADDRESS 2014-04-02 1395 W GRANADA BLVD, ORMOND BEACH, FL 32174 -
CHANGE OF MAILING ADDRESS 2014-04-02 1395 W GRANADA BLVD, ORMOND BEACH, FL 32174 -

Documents

Name Date
ANNUAL REPORT 2024-03-19
ANNUAL REPORT 2023-04-14
ANNUAL REPORT 2022-03-30
ANNUAL REPORT 2021-04-07
ANNUAL REPORT 2020-04-06
ANNUAL REPORT 2019-04-03
AMENDED ANNUAL REPORT 2018-04-19
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-03-22
ANNUAL REPORT 2016-03-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5391537206 2020-04-27 0491 PPP 1395 WEST GRANADA BOULEVARD, ORMOND BEACH, FL, 32174
Loan Status Date 2021-07-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 99100
Loan Approval Amount (current) 99100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ORMOND BEACH, VOLUSIA, FL, 32174-0001
Project Congressional District FL-06
Number of Employees 10
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 100172.45
Forgiveness Paid Date 2021-06-04

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Companies related by address

No other companies in our directory share the same address as ANCHOR CERTIFIED PLANNERS GROUP, INC.

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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