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  5. CHARTER INVESTMENT ADVISORS, INC.

CHARTER INVESTMENT ADVISORS, INC.

Company Details

Entity Name: CHARTER INVESTMENT ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Inactive
Date Filed: 29 Sep 2000 (24 years ago)
Date of dissolution: 02 Jan 2018 (7 years ago)
Last Event: VOLUNTARY DISSOLUTION
Event Date Filed: 02 Jan 2018 (7 years ago)
Document Number: P00000092176
FEI/EIN Number 59-2907557
Address: 1637 Hempel Ave, Windermere, FL 34786
Mail Address: 1637 Hempel Ave., Windermere, FL 34786
ZIP code: 34786
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARTER INVESTMENT ADVISORS, INC. CUSTOM PSQRP GROUP PLAN 2013 592907557 2014-08-12 CHARTER INVESTMENT ADVISORS, INC. No data
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4074978588
Plan sponsor’s mailing address 1637 HEMPEL AVENUE, WINDERMERE, FL, 34786
Plan sponsor’s address 1637 HEMPEL AVENUE, WINDERMERE, FL, 34786

Signature of
Role Plan administrator
Date 2014-08-12
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-12
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
CHARTER INVESTMENT ADVISORS, INC. CUSTOM PSQRP GROUP PLAN 2013 592907557 2014-08-12 CHARTER INVESTMENT ADVISORS, INC. No data
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4074978588
Plan sponsor’s mailing address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Plan sponsor’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819

Signature of
Role Plan administrator
Date 2014-08-12
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-08-12
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
CHARTER INVESTMENT ADVISORS, INC. CUSTOM PSQRP GROUP PLAN 2012 592907557 2013-07-23 CHARTER INVESTMENT ADVISORS, INC. No data
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Plan sponsor’s mailing address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Plan sponsor’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819

Signature of
Role Plan administrator
Date 2013-07-23
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-07-23
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
CHARTER INVESTMENT ADVISORS, INC. CUSTOM PSQRP GROUP PLAN 2011 592907557 2012-07-17 CHARTER INVESTMENT ADVISORS, INC. No data
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4072261112
Plan sponsor’s mailing address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Plan sponsor’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819

Plan administrator’s name and address
Administrator’s EIN 592907557
Plan administrator’s name CHARTER INVESTMENT ADVISORS, INC.
Plan administrator’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Administrator’s telephone number 4072261112

Signature of
Role Plan administrator
Date 2012-07-17
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
CHARTER INVESTMENT ADVISORS, INC. CUSTOM PSQRP GROUP PLAN 2010 592907557 2011-07-08 CHARTER INVESTMENT ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4072261112
Plan sponsor’s mailing address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Plan sponsor’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819

Plan administrator’s name and address
Administrator’s EIN 592907557
Plan administrator’s name CHARTER INVESTMENT ADVISORS, INC.
Plan administrator’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Administrator’s telephone number 4072261112

Number of participants as of the end of the plan year
Active participants 3

Signature of
Role Plan administrator
Date 2011-07-08
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature
CHARTER INVESTMENT ADVISORS, INC. CUSTOM PSQRP GROUP PLAN 2009 592907557 2010-07-20 CHARTER INVESTMENT ADVISORS, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 523900
Sponsor’s telephone number 4072261112
Plan sponsor’s mailing address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Plan sponsor’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819

Plan administrator’s name and address
Administrator’s EIN 592907557
Plan administrator’s name CHARTER INVESTMENT ADVISORS, INC.
Plan administrator’s address 5956 TURKEY LAKE ROAD, SUITE 1, ORLANDO, FL, 32819
Administrator’s telephone number 4072261112

Number of participants as of the end of the plan year
Active participants 3

Signature of
Role Plan administrator
Date 2010-07-20
Name of individual signing TERRY RODGERS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
RODGERS, TERRY A Agent 1637 Hempel Ave, Windermere, FL 34786

President

Name Role Address
RODGERS, TERRY A President 1637 Hempel Ave, Windermere, FL 34786

Director

Name Role Address
RODGERS, TERRY A Director 1637 Hempel Ave, Windermere, FL 34786

Secretary

Name Role Address
RODGERS, PAULA A Secretary 1637 HEMPEL AVE, WINDERMERE, FL 34786

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2018-01-02 No data No data
CHANGE OF PRINCIPAL ADDRESS 2015-02-13 1637 Hempel Ave, Windermere, FL 34786 No data
CHANGE OF MAILING ADDRESS 2015-02-13 1637 Hempel Ave, Windermere, FL 34786 No data
REGISTERED AGENT ADDRESS CHANGED 2015-02-13 1637 Hempel Ave, Windermere, FL 34786 No data

Documents

Name Date
ANNUAL REPORT 2017-03-13
ANNUAL REPORT 2016-03-08
ANNUAL REPORT 2015-02-13
ANNUAL REPORT 2014-04-21
ANNUAL REPORT 2013-04-23
ANNUAL REPORT 2012-04-10
ANNUAL REPORT 2011-04-05
ANNUAL REPORT 2010-03-11
ANNUAL REPORT 2009-03-10
ANNUAL REPORT 2008-04-10

Related by officers

RODGERS, TERRY A

BONNEVILLE ENGINE COMPANY, LLC PRO STREET CORVETTES, LLC EXOTIC VETTE SALES, INC. VENETIAN PLACE, LLC

RODGERS, PAULA A

PRO-STAR REALTY, LLC CHARTER PROPERTIES, INC.

Related by address

No related companies by address

Date of last update: 31 Jan 2025

Sources: Florida Department of State

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