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  5. CERTIFIED FINANCIAL GROUP, INC.

CERTIFIED FINANCIAL GROUP, INC.

Company Details

Entity Name: CERTIFIED FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 25 May 1989 (36 years ago)
Document Number: K90765
FEI/EIN Number 592951303
Address: 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714, US
Mail Address: 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714, US
ZIP code: 32714
County: Seminole
Place of Formation: FLORIDA

Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
5493006S6K4S5WRRX723 K90765 US-FL GENERAL ACTIVE No data

Addresses
Legal C/O Bert, Joseph F, 1111 Douglas Avenue, Altamonte Springs, US-FL, US, 32714
Headquarters 1111 Douglas Ave, Altamonte Springs, US-FL, US, 32714

Registration details
Registration Date 2019-09-20
Last Update 2023-08-04
Status LAPSED
Next Renewal 2020-09-18
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As K90765

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN 2023 592951303 2024-09-05 CERTIFIED FINANCIAL GROUP, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN 2023 592951303 2024-09-05 CERTIFIED FINANCIAL GROUP, INC. 27
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN 2022 592951303 2023-10-03 CERTIFIED FINANCIAL GROUP, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN 2022 592951303 2023-10-03 CERTIFIED FINANCIAL GROUP, INC. 24
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN 2021 592951303 2022-09-26 CERTIFIED FINANCIAL GROUP, INC. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN 2021 592951303 2022-09-26 CERTIFIED FINANCIAL GROUP, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN 2020 592951303 2021-10-14 CERTIFIED FINANCIAL GROUP, INC. 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN 2020 592951303 2021-10-14 CERTIFIED FINANCIAL GROUP, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. 401(K) & PROFIT SHARING PLAN 2019 592951303 2020-10-02 CERTIFIED FINANCIAL GROUP, INC. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714
CERTIFIED FINANCIAL GROUP, INC. CASH BALANCE PLAN 2019 592951303 2020-10-02 CERTIFIED FINANCIAL GROUP, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 523900
Sponsor’s telephone number 4078699800
Plan sponsor’s address 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

Agent

Name Role Address
Bert Joseph F Agent 1111 Douglas Avenue, Altamonte Springs, FL, 32714

Chief Financial Officer

Name Role Address
Liddon Valerie M Chief Financial Officer 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

President

Name Role Address
Bert Aaron President 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

Chief Executive Officer

Name Role Address
BERT JOSEPH F Chief Executive Officer 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

Chief Operating Officer

Name Role Address
Anez Kathleen Chief Operating Officer 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G10000117073 DONOR MOTIVATION PROGRAM OF CENTRAL FLORIDA EXPIRED 2010-12-21 2015-12-31 No data 1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714

Events

Event Type Filed Date Value Description
AMENDMENT 2017-10-13 No data No data
AMENDMENT 2013-10-17 No data No data
AMENDMENT 2013-04-02 No data No data

Related by officers

Liddon Valerie M

CERTIFIED BENEFITS CORP.

BERT JOSEPH F

INTEGRATED COMMUNICATION NETWORKS, INC. CERTIFIED ADVISORY CORP PALM BAY CLUB, LTD.

Bert Joseph F

CERTIFIED BENEFITS CORP. CERTIFIED ADVISORY CORP

Related by address

1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714, US

CERTIFIED INSURANCE CORP. CERTIFIED BENEFITS CORP. CERTIFIED ADVISORY CORP

1111 DOUGLAS AVENUE, ALTAMONTE SPRINGS, FL, 32714, US

CERTIFIED INSURANCE CORP. CERTIFIED BENEFITS CORP. CERTIFIED ADVISORY CORP

Date of last update: 02 Jan 2025

Sources: Florida Department of State

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