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  5. CONN & ASSOCIATES, INC.

CONN & ASSOCIATES, INC.

Company Details

Entity Name: CONN & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 03 Jun 1988 (37 years ago)
Document Number: M83826
FEI/EIN Number 592894920
Address: 1960 BUFORD BLVD, SUITE C, TALLAHASSEE, FL, 32308, US
Mail Address: 1960 BUFORD BLVD, SUITE C, TALLAHASSEE, FL, 32308, US
ZIP code: 32308
County: Leon
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2023 592894920 2024-09-11 CONN & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2024-09-11
Name of individual signing MICHAEL A. CONN
Valid signature Filed with authorized/valid electronic signature
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2022 592894920 2023-07-13 CONN & ASSOCIATES, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2023-07-13
Name of individual signing MICHAEL A. CONN
Valid signature Filed with authorized/valid electronic signature
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2021 592894920 2022-03-21 CONN & ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2022-03-21
Name of individual signing MICHAEL A. CONN
Valid signature Filed with authorized/valid electronic signature
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2020 592894920 2021-07-01 CONN & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2021-07-01
Name of individual signing MICHAEL A. CONN
Valid signature Filed with authorized/valid electronic signature
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2019 592894920 2020-09-02 CONN & ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2020-09-02
Name of individual signing MICHAEL A. CONN
Valid signature Filed with authorized/valid electronic signature
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2018 592894920 2019-07-23 CONN & ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2019-07-23
Name of individual signing MICHAEL CONN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-23
Name of individual signing MICHAEL CONN
Valid signature Filed with authorized/valid electronic signature
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2017 592894920 2018-04-06 CONN & ASSOCIATES, INC. 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2018-04-06
Name of individual signing MICHAEL CONN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-04-06
Name of individual signing MICHAEL CONN
Valid signature Filed with authorized/valid electronic signature
CONN & ASSOCIATES, INC. CASH BALANCE PLAN 2016 592894920 2017-07-21 CONN & ASSOCIATES, INC. 0
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2016-01-01
Business code 541310
Sponsor’s telephone number 8508788784
Plan sponsor’s address 1960 C BUFORD BOULEVARD, TALLAHASSEE, FL, 32308

Signature of
Role Plan administrator
Date 2017-07-21
Name of individual signing MICHAEL CONN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-21
Name of individual signing MICHAEL CONN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SMITH, W. CRIT Agent 3520 THOMASVILLE RD., TALLAHASSEE, FL, 32308

Director

Name Role Address
Conn Michael A Director 217 HARBOR CIRCLE, ALLIGATOR POINT, FL, 32346

President

Name Role Address
CONN MICHAEL President 217 HARBOR CIRCLE, ALLIGATOR POINT, FL, 32346

Vice President

Name Role Address
CONN GINA A Vice President 859 EAST CALL STREET, TALLAHASSEE, FL, 32301

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000056051 CONN ARCHITECTS ACTIVE 2018-05-07 2028-12-31 No data 1960-C BUFORD BLVD, SUITE C, TALLAHASSEE, FL, 32308

Events

Event Type Filed Date Value Description
AMENDMENT 2020-04-08 No data No data

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SMITH, W. CRIT

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Related by address

No related companies by address

Date of last update: 02 Jan 2025

Sources: Florida Department of State

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