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ALLGEN FINANCIAL ADVISORS, INC. - Florida Company Profile

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Company Details

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

Key Officers & Management

Name Role Address
MARTIN JASON C Chief Information Officer 2608 Overlake Ave, ORLANDO, FL, 32806
MARTIN JASON C Agent 2608 Overlake Ave, ORLANDO, FL, 32806
ROLDAN PAUL Chief Executive Officer 3081 Stanfield Avenue, WINTER PARK, FL, 32814

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001964809
Phone:
407-210-3888

Latest Filings

Form type:
13F-HR
File number:
028-23098
Filing date:
2025-05-06
File:
Form type:
13F-HR
File number:
028-23098
Filing date:
2025-02-13
File:
Form type:
13F-HR
File number:
028-23098
Filing date:
2024-10-24
File:
Form type:
N-PX
File number:
028-23098
Filing date:
2024-08-26
File:
Form type:
13F-HR
File number:
028-23098
Filing date:
2024-08-12
File:

Form 5500 Series

Employer Identification Number (EIN):
731662717
Plan Year:
2023
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
13
Sponsors Telephone Number:

Events

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 - -

Documents

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

USAspending Awards / Financial Assistance

Date:
2020-06-17
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
-146400.00
Total Face Value Of Loan:
0.00

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Date of last update: 01 Jun 2025

Sources: Florida Department of State