| Entity Name: | ALLGEN FINANCIAL ADVISORS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: |
Domestic Profit
ALLGEN FINANCIAL 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: |
Active
The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness. |
| Date Filed: | 26 Mar 2003 (22 years ago) |
| Last Event: | NAME CHANGE AMENDMENT |
| Event Date Filed: | 11 Jul 2016 (9 years ago) |
| Document Number: | P03000034520 |
| FEI/EIN Number |
731662717
Federal Employer Identification (FEI) Number assigned by the IRS. |
| Address: | 100 W. Lucerne Circle, ORLANDO, FL, 32801, US |
| Mail Address: | 100 W. Lucerne Circle, ORLANDO, FL, 32801, US |
| ZIP code: | 32801 |
| County: | Orange |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 0001964809 | 100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801 | 100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801 | 407-210-3888 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2025-02-13 |
| Reporting date | 2024-12-31 |
| File | View File |
Filings since 2024-10-24
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2024-10-24 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-26
| Form type | N-PX |
| File number | 028-23098 |
| Filing date | 2024-08-26 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-08-12
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2024-08-12 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-23
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2024-04-23 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-02-06
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2024-02-06 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-16
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-10-16 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-27
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-07-27 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-05
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-05-05 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2023-02-15
| Form type | 13F-HR |
| File number | 028-23098 |
| Filing date | 2023-02-15 |
| Reporting date | 2020-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLGEN FINANCIAL ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST | 2023 | 731662717 | 2024-07-08 | ALLGEN FINANCIAL ADVISORS INC | 15 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-07-08 |
| Name of individual signing | PAUL ROLDAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 812990 |
| Sponsor’s telephone number | 4072272868 |
| Plan sponsor’s address | 100 W LUCERNE CIRCLE - SUITE 200, ORLANDO, FL, 328013718 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-31 |
| Name of individual signing | PAUL ROLDAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Address |
|---|---|---|
| MARTIN JASON C | Chief Information Officer | 2608 Overlake Ave, ORLANDO, FL, 32806 |
| ROLDAN PAUL | Chief Executive Officer | 3081 Stanfield Avenue, WINTER PARK, FL, 32814 |
| MARTIN JASON C | Agent | 2608 Overlake Ave, ORLANDO, FL, 32806 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2020-06-29 | 2608 Overlake Ave, ORLANDO, FL 32806 | - |
| NAME CHANGE AMENDMENT | 2016-07-11 | ALLGEN FINANCIAL ADVISORS, INC. | - |
| CHANGE OF PRINCIPAL ADDRESS | 2013-04-15 | 100 W. Lucerne Circle, Suite 200, ORLANDO, FL 32801 | - |
| CHANGE OF MAILING ADDRESS | 2013-04-15 | 100 W. Lucerne Circle, Suite 200, ORLANDO, FL 32801 | - |
| NAME CHANGE AMENDMENT | 2007-05-25 | ALLGEN FINANCIAL SERVICES, INC. | - |
| NAME CHANGE AMENDMENT | 2007-04-11 | ALLGEN, INC. | - |
| CANCEL ADM DISS/REV | 2007-03-29 | - | - |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2006-09-15 | - | - |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-04-22 |
| ANNUAL REPORT | 2023-02-28 |
| ANNUAL REPORT | 2022-04-05 |
| ANNUAL REPORT | 2021-03-15 |
| ANNUAL REPORT | 2020-06-29 |
| ANNUAL REPORT | 2019-04-01 |
| ANNUAL REPORT | 2018-03-19 |
| ANNUAL REPORT | 2017-03-22 |
| Name Change | 2016-07-11 |
| ANNUAL REPORT | 2016-05-01 |
Date of last update: 01 Apr 2025
Sources: Florida Department of State
