| Entity Name: | ALLGEN FINANCIAL ADVISORS, INC. |
| Jurisdiction: | FLORIDA |
| Filing Type: | Domestic Profit |
| Status: | Active |
| 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 |
| 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1964809 | 100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801 | 100 W. LUCERNE CIRCLE, SUITE 200, ORLANDO, FL, 32801 | 407-210-3888 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| 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 | Agent | 2608 Overlake Ave, ORLANDO, FL, 32806 |
| Name | Role | Address |
|---|---|---|
| MARTIN JASON C | Chief Information Officer | 2608 Overlake Ave, ORLANDO, FL, 32806 |
| Name | Role | Address |
|---|---|---|
| ROLDAN PAUL | Chief Executive Officer | 3081 Stanfield Avenue, WINTER PARK, FL, 32814 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| REGISTERED AGENT ADDRESS CHANGED | 2020-06-29 | 2608 Overlake Ave, ORLANDO, FL 32806 | No data |
| NAME CHANGE AMENDMENT | 2016-07-11 | ALLGEN FINANCIAL ADVISORS, INC. | No data |
| CHANGE OF PRINCIPAL ADDRESS | 2013-04-15 | 100 W. Lucerne Circle, Suite 200, ORLANDO, FL 32801 | No data |
| CHANGE OF MAILING ADDRESS | 2013-04-15 | 100 W. Lucerne Circle, Suite 200, ORLANDO, FL 32801 | No data |
| NAME CHANGE AMENDMENT | 2007-05-25 | ALLGEN FINANCIAL SERVICES, INC. | No data |
| NAME CHANGE AMENDMENT | 2007-04-11 | ALLGEN, INC. | No data |
| CANCEL ADM DISS/REV | 2007-03-29 | No data | No data |
| ADMIN DISSOLUTION FOR ANNUAL REPORT | 2006-09-15 | No data | No data |
| 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 Feb 2025
Sources: Florida Department of State
