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CHARTER INVESTMENT ADVISORS, INC. - Florida Company Profile

Company Details

Entity Name: CHARTER INVESTMENT ADVISORS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

CHARTER INVESTMENT ADVISORS, 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: Inactive

The business entity is inactive. This status may signal operational issues or voluntary closure, raising concerns about the business's ability to repay loans and requiring careful risk assessment by lenders.

Date Filed: 29 Sep 2000 (25 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 592907557

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 1637 Hempel Ave, Windermere, FL, 34786, US
Mail Address: 1637 Hempel Ave., Windermere, FL, 34786, US
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. -
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. -
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. -
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. -
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

Key Officers & Management

Name Role Address
RODGERS TERRY A Director 1637 Hempel Ave, Windermere, FL, 34786
RODGERS PAULA A Secretary 1637 HEMPEL AVE, WINDERMERE, FL, 34786
RODGERS TERRY A Agent 1637 Hempel Ave, Windermere, FL, 34786
RODGERS TERRY A President 1637 Hempel Ave, Windermere, FL, 34786

Events

Event Type Filed Date Value Description
VOLUNTARY DISSOLUTION 2018-01-02 - -
CHANGE OF PRINCIPAL ADDRESS 2015-02-13 1637 Hempel Ave, Windermere, FL 34786 -
CHANGE OF MAILING ADDRESS 2015-02-13 1637 Hempel Ave, Windermere, FL 34786 -
REGISTERED AGENT ADDRESS CHANGED 2015-02-13 1637 Hempel Ave, Windermere, FL 34786 -

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

Date of last update: 02 Apr 2025

Sources: Florida Department of State