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CANTRELL & MORGAN, INC.

Company Details

Entity Name: CANTRELL & MORGAN, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 08 Jan 2002 (23 years ago)
Last Event: AMENDMENT
Event Date Filed: 21 Feb 2012 (13 years ago)
Document Number: P02000002413
FEI/EIN Number 260022911
Address: 9822 Tapestry Park Circle, Suite 201, JACKSONVILLE, FL, 32246, US
Mail Address: 9822 Tapestry Park Circle, Suite 201, JACKSONVILLE, FL, 32246, US
ZIP code: 32246
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CANTRELL & MORGAN INC 401(K) PROFIT SHARING PLAN & TRUST 2023 260022911 2024-05-01 CANTRELL & MORGAN INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 9822 TAPESTRY PARK CIR, STE 201, JACKSONVILLE, FL, 322469260

Signature of

Role Plan administrator
Date 2024-05-01
Name of individual signing CHERYL C BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST 2022 260022911 2023-05-24 CANTRELL & MORGAN INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 9822 TAPESTRY PARK CIR, STE 201, JACKSONVILLE, FL, 322469260

Signature of

Role Plan administrator
Date 2023-05-24
Name of individual signing CHERYL C BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST 2021 260022911 2022-05-11 CANTRELL & MORGAN INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 9822 TAPESTRY PARK CIR, STE 201, JACKSONVILLE, FL, 322469260

Signature of

Role Plan administrator
Date 2022-05-11
Name of individual signing CHERYL C BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST 2020 260022911 2021-04-13 CANTRELL & MORGAN INC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 9822 TAPESTRY PARK CIR, STE 201, JACKSONVILLE, FL, 322469260

Signature of

Role Plan administrator
Date 2021-04-13
Name of individual signing CHERYL BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC 401(K) PROFIT SHARING PLAN & TRUST 2019 260022911 2020-04-17 CANTRELL & MORGAN INC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 9822 TAPESTRY PARK CIR, STE 201, JACKSONVILLE, FL, 322469260

Signature of

Role Plan administrator
Date 2020-04-17
Name of individual signing CHERYL C BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL MORGAN, INC 401 K PROFIT SHARING PLAN TRUST 2018 260022911 2019-10-15 CANTRELL & MORGAN INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 9822 TAPESTRY PARK CIR, STE 201, JACKSONVILLE, FL, 322469260

Signature of

Role Plan administrator
Date 2019-10-15
Name of individual signing CHERYL BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC. 401(K) PLAN 2017 260022911 2018-04-18 CANTRELL & MORGAN, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 9822 TAPESTRY PARK CIRCLE SUITE 201, JACKSONVILLE, FL, 32246

Signature of

Role Plan administrator
Date 2018-04-18
Name of individual signing CHERYL BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC. 401(K) PLAN 2016 260022911 2017-04-11 CANTRELL & MORGAN, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 200 WEST FORSYTH STREET, SUITE 400, JACKSONVILLE, FL, 32202

Signature of

Role Plan administrator
Date 2017-04-11
Name of individual signing CHERYL BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC. 401(K) PLAN 2015 260022911 2016-09-07 CANTRELL & MORGAN, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 200 WEST FORSYTH STREET, SUITE 400, JACKSONVILLE, FL, 32202

Signature of

Role Plan administrator
Date 2016-09-07
Name of individual signing CHERYL BERGERON
Valid signature Filed with authorized/valid electronic signature
CANTRELL & MORGAN, INC. 401(K) PLAN 2014 260022911 2015-10-06 CANTRELL & MORGAN, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 531320
Sponsor’s telephone number 9044931603
Plan sponsor’s address 200 WEST FORSYTH STREET, SUITE 400, JACKSONVILLE, FL, 32202

Signature of

Role Plan administrator
Date 2015-10-06
Name of individual signing CHERYL BERGERON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
LOFTIN JAMES EJr. Agent 9822 Tapestry Park Circle, JACKSONVILLE, FL, 32246

Chief Executive Officer

Name Role Address
MORGAN DARRELL C Chief Executive Officer 9822 Tapestry Park Circle, JACKSONVILLE, FL, 32246
LOFTIN JAMES EJr. Chief Executive Officer 9822 Tapestry Park Circle, JACKSONVILLE, FL, 32246

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2017-02-01 9822 Tapestry Park Circle, Suite 201, JACKSONVILLE, FL 32246 No data
CHANGE OF MAILING ADDRESS 2017-02-01 9822 Tapestry Park Circle, Suite 201, JACKSONVILLE, FL 32246 No data
REGISTERED AGENT ADDRESS CHANGED 2017-02-01 9822 Tapestry Park Circle, Suite 201, JACKSONVILLE, FL 32246 No data
REGISTERED AGENT NAME CHANGED 2014-01-21 LOFTIN, JAMES E, Jr. No data
AMENDMENT 2012-02-21 No data No data

Documents

Name Date
ANNUAL REPORT 2024-02-26
ANNUAL REPORT 2023-02-07
ANNUAL REPORT 2022-02-16
ANNUAL REPORT 2021-02-28
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-03-04
ANNUAL REPORT 2017-02-01
ANNUAL REPORT 2016-04-12
ANNUAL REPORT 2015-01-19

Date of last update: 01 Feb 2025

Sources: Florida Department of State