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401K GENERATION, INC. - Florida Company Profile

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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
City: Altamonte Springs
County: Seminole
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Rojas Edward Chief Executive Officer 237 S Westmonte Drive, Altamonte Springs, FL, 32714
Rojas Kelli D President 237 S Westmonte Drive, Altamonte Springs, FL, 32714
Nitsch Marlene A Chie 237 S Westmonte Drive, Altamonte Springs, FL, 32714
Bauman Candice Director 237 S Westmonte Dr, Altamonte Springs, FL, 32714
Austin Christopher Director 237 S Westmonte Dr, Altamonte Springs, FL, 32714
Rojas Edward Agent 237 S Westmonte Dr, Altamonte Springs, FL, 32714
Kincaid Brenda Chief Operating Officer 237 S Westmonte Dr, Altamonte Springs, FL, 32714

Form 5500 Series

Employer Identification Number (EIN):
264477125
Plan Year:
2024
Number Of Participants:
47
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
44
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
44
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
38
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
31
Sponsors Telephone Number:

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 - 237 S WESTMONTE DRIVE, SUITE 300, ALTAMONTE SPRINGS, FL, 32714
G14000074058 WINTER PARK WEALTH MANAGEMENT ACTIVE 2014-07-17 2029-12-31 - 237 S WESTMONTE DRIVE, SUITE 300, ALTAMONTE SPRINGS, FL, 32714
G10000069849 RW DIRECT EXPIRED 2010-07-29 2015-12-31 - 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 -
CHANGE OF MAILING ADDRESS 2021-03-17 237 S Westmonte Dr, Suite 300, Altamonte Springs, FL 32714 -
REGISTERED AGENT ADDRESS CHANGED 2021-03-17 237 S Westmonte Dr, Suite 300, Altamonte Springs, FL 32714 -
REGISTERED AGENT NAME CHANGED 2014-06-05 Rojas, Edward -

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

USAspending Awards / Financial Assistance

Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-29
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

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Date of last update: 02 Aug 2025

Sources: Florida Department of State