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  5. 401K GENERATION, INC.

401K GENERATION, INC.

Company Details

Entity Name: 401K GENERATION, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 12 Mar 2009 (16 years ago)
Document Number: P09000023035
FEI/EIN Number 264477125
Address: 237 S Westmonte Dr, Altamonte Springs, FL, 32714, US
Mail Address: 237 S Westmonte Dr, Altamonte Springs, FL, 32714, US
ZIP code: 32714
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
401K GENERATION INC 401(K) PROFIT SHARING PLAN & TRUST 2023 264477125 2024-07-01 401K GENERATION INC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 237 S WESTMONTE DR STE 300, ALTAMONTE SPRINGS, FL, 327144264

Signature of
Role Plan administrator
Date 2024-07-01
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401(K) PROFIT SHARING PLAN & TRUST 2022 264477125 2023-06-27 401K GENERATION INC 44
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 237 S WESTMONTE DR STE 300, ALTAMONTE SPRINGS, FL, 327144264

Signature of
Role Plan administrator
Date 2023-06-27
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401(K) PROFIT SHARING PLAN & TRUST 2021 264477125 2022-06-20 401K GENERATION INC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 237 S WESTMONTE DR STE 300, ALTAMONTE SPRINGS, FL, 327144264

Signature of
Role Plan administrator
Date 2022-06-20
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401(K) PROFIT SHARING PLAN & TRUST 2020 264477125 2021-05-31 401K GENERATION INC 31
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 237 S WESTMONTE DR STE 300, ALTAMONTE SPRINGS, FL, 327144264

Signature of
Role Plan administrator
Date 2021-05-31
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401(K) PROFIT SHARING PLAN & TRUST 2019 264477125 2020-07-05 401K GENERATION INC 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 237 S. WESTMONTE DRIVE, SUITE 300, ALTAMONTE SPRINGS, FL, 32714

Signature of
Role Plan administrator
Date 2020-07-05
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401 K PROFIT SHARING PLAN TRUST 2018 264477125 2019-04-03 401K GENERATION INC 13
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 195 INTERNATIONAL PARKWAY, SUITE 311, LAKE MARY, FL, 32746

Plan administrator’s name and address
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, SUITE # 311, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2019-04-03
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401 K PROFIT SHARING PLAN TRUST 2018 264477125 2019-04-03 401K GENERATION INC 13
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 195 INTERNATIONAL PARKWAY, SUITE 311, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2019-04-03
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401 K PROFIT SHARING PLAN TRUST 2018 264477125 2019-05-03 401K GENERATION INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669985879
Plan sponsor’s address 195 INTERNATIONAL PARKWAY, SUITE 311, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2019-05-03
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401 K PROFIT SHARING PLAN TRUST 2017 264477125 2018-06-19 401K GENERATION INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669975879
Plan sponsor’s address 195 INTERNATIONAL PARKWAY, SUITE 311, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2018-06-19
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
401K GENERATION INC 401 K PROFIT SHARING PLAN TRUST 2016 264477125 2017-05-12 401K GENERATION INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-01-01
Business code 812990
Sponsor’s telephone number 8669975879
Plan sponsor’s address 195 INTERNATIONAL PARKWAY, SUITE 311, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2017-05-12
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Rojas Edward Agent 237 S Westmonte Dr, Altamonte Springs, FL, 32714

Chief Executive Officer

Name Role Address
Rojas Edward Chief Executive Officer 237 S Westmonte Drive, Altamonte Springs, FL, 32714

President

Name Role Address
Rojas Kelli D President 237 S Westmonte Drive, Altamonte Springs, FL, 32714

Chie

Name Role Address
Nitsch Marlene A Chie 237 S Westmonte Drive, Altamonte Springs, FL, 32714

Chief Operating Officer

Name Role Address
Kincaid Brenda Chief Operating Officer 237 S Westmonte Dr, Altamonte Springs, FL, 32714

Director

Name Role Address
Bauman Candice Director 237 S Westmonte Dr, Altamonte Springs, FL, 32714
Austin Christopher Director 237 S Westmonte Dr, Altamonte Springs, FL, 32714

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000069493 ROJAS FINANCIAL SERVICES ACTIVE 2022-06-07 2027-12-31 No data 237 S WESTMONTE DRIVE, SUITE 300, ALTAMONTE SPRINGS, FL, 32714
G14000074058 WINTER PARK WEALTH MANAGEMENT ACTIVE 2014-07-17 2029-12-31 No data 237 S WESTMONTE DRIVE, SUITE 300, ALTAMONTE SPRINGS, FL, 32714
G10000069849 RW DIRECT EXPIRED 2010-07-29 2015-12-31 No data 2100 LAKE EUSTIS DRIVE, TAVARES, FL, 32778

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-03-17 237 S Westmonte Dr, Suite 300, Altamonte Springs, FL 32714 No data
CHANGE OF MAILING ADDRESS 2021-03-17 237 S Westmonte Dr, Suite 300, Altamonte Springs, FL 32714 No data
REGISTERED AGENT ADDRESS CHANGED 2021-03-17 237 S Westmonte Dr, Suite 300, Altamonte Springs, FL 32714 No data
REGISTERED AGENT NAME CHANGED 2014-06-05 Rojas, Edward No data

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-02-06
ANNUAL REPORT 2022-02-09
ANNUAL REPORT 2021-03-17
ANNUAL REPORT 2020-04-21
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-03-06
ANNUAL REPORT 2017-02-21
ANNUAL REPORT 2016-05-19
ANNUAL REPORT 2015-02-04

Related by officers

Rojas Edward

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Kincaid Brenda

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Austin Christopher

CIRC, INC.

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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