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  5. ROBERT WALLICK ASSOCIATES, INC.

ROBERT WALLICK ASSOCIATES, INC.

Headquarter

Company Details

Entity Name: ROBERT WALLICK ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 14 Jun 2011 (14 years ago)
Last Event: CONVERSION
Event Date Filed: 14 Jun 2011 (14 years ago)
Document Number: P11000055714
FEI/EIN Number 591694413
Address: 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Mail Address: 1257 Climbing Rose Drive, Orlando, FL, 32818, US
ZIP code: 34787
County: Orange
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of ROBERT WALLICK ASSOCIATES, INC., ALABAMA 000-075-489 ALABAMA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ROBERT WALLICK ASSOCIATES, INC. 401K PS PLAN 2023 591694413 2024-10-07 ROBERT WALLICK ASSOCIATES, INC. 18
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT CT, WINTER GARDEN, FL, 34787

Signature of
Role Plan administrator
Date 2024-10-07
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-07
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2022 591694413 2023-05-24 ROBERT WALLICK ASSOCIATES, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2023-05-24
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2021 591694413 2022-06-09 ROBERT WALLICK ASSOCIATES, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2022-06-09
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2020 591694413 2021-05-13 ROBERT WALLICK ASSOCIATES, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2021-05-13
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2019 591694413 2020-06-01 ROBERT WALLICK ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2020-06-01
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2018 591694413 2019-04-02 ROBERT WALLICK ASSOCIATES, INC. 17
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2019-04-02
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2017 591694413 2018-05-08 ROBERT WALLICK ASSOCIATES, INC. 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2018-05-08
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2016 591694413 2017-03-22 ROBERT WALLICK ASSOCIATES, INC. 23
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2017-03-22
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2015 591694413 2016-06-07 ROBERT WALLICK ASSOCIATES, INC. 25
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2016-06-07
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature
ROBERT WALLICK ASSOCIATES, INC. 401(K) P/S PLAN 2014 591694413 2015-06-24 ROBERT WALLICK ASSOCIATES, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2006-01-01
Business code 562000
Sponsor’s telephone number 4076565060
Plan sponsor’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787

Plan administrator’s name and address
Administrator’s EIN 591694413
Plan administrator’s name ROBERT WALLICK ASSOCIATES, INC.
Plan administrator’s address 531 SUSAN B BRITT COURT, WINTER GARDEN, FL, 34787
Administrator’s telephone number 4076565060

Signature of
Role Plan administrator
Date 2015-06-24
Name of individual signing KERRY HERZIG
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WALLICK ROBERT M Agent 308 E GENEVA ST, OCOEE, FL, 34761

President

Name Role Address
WALLICK ROBERT M President 308 E GENEVA ST, OCOEE, FL, 34761

Vice President

Name Role Address
WALLICK ROBERT K Vice President 1257 CLIMBING ROSE DRIVE, ORLANDO, FL, 32818

Secretary

Name Role Address
HERZIG KERRY L Secretary 8367 S 2960 W, West Jordan, UT, 84088

Treasurer

Name Role Address
HERZIG KERRY L Treasurer 8367 S 2960 W, West Jordan, UT, 84088

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-04-14 531 SUSAN B BRITT COURT, WINTER GARDEN, FL 34787 No data
CONVERSION 2011-06-14 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS L08000109731. CONVERSION NUMBER 900000114429

Court Cases

Title Case Number Docket Date Status
TONYA ROSSMAN, AS PERSONAL REPRESENTATIVE OF THE ESTATE OF DAVID P. ROSSMAN VS ROBERT M. WALLICK, JAMES W. NOBLE, KEVON O. LINDSEY, AND ROBERT WALLICK ASSOCIATES, INC. 5D2019-1644 2019-06-05 Closed
Classification NOA Final - Circuit Civil - Other
Court 5th District Court of Appeal
Originating Court Circuit Court for the Ninth Judicial Circuit, Orange County
2017-CA-002335-O

Parties
Name Estate of David P. Rossman
Role Appellant
Status Active
Name Tonya Rossman
Role Appellant
Status Active
Representations Donald Van Dingenen, Jason J. Recksiedler, Michael M. Bell, Dale A. Scott
Name ROBERT WALLICK ASSOCIATES, INC.
Role Appellee
Status Active
Name Robert M. Wallick
Role Appellee
Status Active
Representations Catherine Verona, Richard S. Maselli, Robert W. Bleakley
Name Kevon O. Lindsey
Role Appellee
Status Active
Name James W. Noble
Role Appellee
Status Active
Name Hon. Patricia L. Strowbridge
Role Judge/Judicial Officer
Status Active
Name Orange Cty Circuit Ct Clerk
Role Lower Tribunal Clerk
Status Active

Docket Entries
Docket Date 2020-09-21
Type Record
Subtype Returned Records
Description Returned Records ~ NO RECORD EFILED
Docket Date 2020-09-21
Type Mandate
Subtype Mandate
Description Mandate
Docket Date 2020-08-28
Type Disposition by Opinion
Subtype Reversed
Description Reversed - Per Curiam Opinion ~ AND REMANDED
Docket Date 2020-08-28
Type Order
Subtype Order on Motion For Attorney's Fees
Description Order Granting attorney's fee - Dresser
Docket Date 2020-07-24
Type Response
Subtype Response
Description RESPONSE ~ AA'S RESPONSE PER 6/16 ORDER
On Behalf Of Tonya Rossman
Docket Date 2020-07-20
Type Response
Subtype Response
Description RESPONSE ~ AE'S RESPONSE PER 6/16 ORDER
On Behalf Of Robert M. Wallick
Docket Date 2020-06-16
Type Order
Subtype Zoom Instructions-OA
Description ZOOM INSTRUCTIONS-ORAL ARGUMENTS
Docket Date 2020-06-16
Type Notice
Subtype Notice
Description NOTICE OF ORAL ARGUMENT VIA ZOOM
Docket Date 2020-04-14
Type Order
Subtype Order re Counsel
Description ORD-Withdraw as Counsel ~ C. MESSERSMITH, ESQ., D. ORATO, ESQ., AND R. BLANK, ESQ. W/DRAWN
Docket Date 2020-04-10
Type Motions Relating to Parties and Counsel
Subtype Motion To Withdraw as Counsel
Description Motion To Withdraw as Counsel
On Behalf Of Robert M. Wallick
Docket Date 2020-04-06
Type Order
Subtype Order
Description Miscellaneous Order ~ OA RESCHEDULED FOR 8/6/20 @ 9:00 A.M.
Docket Date 2020-03-19
Type Order
Subtype Order
Description Miscellaneous Order ~ NOTICE CANCELING OA DUE TO COVID-19
Docket Date 2020-01-31
Type Notice
Subtype Notice of Oral Argument
Description NOTICE OF ORAL ARGUMENT
Docket Date 2019-11-19
Type Brief
Subtype Amended Reply Brief
Description Amended Reply Brief
On Behalf Of Tonya Rossman
Docket Date 2019-11-19
Type Order
Subtype Order on Motion For Leave To File Amended Brief
Description ORD-Granting Amended Brief ~ AMENDED RB DUE 11/29
Docket Date 2019-11-13
Type Order
Subtype Order Striking Filing
Description ORD-Stricken ~ AA FILE MOT FOR LEAVE W/IN 10 DAYS
Docket Date 2019-11-13
Type Motions Relating to Briefs
Subtype Motion to Amend Brief
Description Motion For Leave To File Amended Brief
On Behalf Of Tonya Rossman
Docket Date 2019-11-13
Type Brief
Subtype Amended Reply Brief
Description Amended Reply Brief ~ STRICKEN PER 11/13 ORDER
On Behalf Of Tonya Rossman
Docket Date 2019-11-12
Type Brief
Subtype Reply Brief
Description Appellant's Reply Brief
On Behalf Of Tonya Rossman
Docket Date 2019-10-28
Type Brief
Subtype Answer Brief
Description Appellee's Answer Brief
On Behalf Of Robert M. Wallick
Docket Date 2019-10-15
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description Notice of Agreed Extension - Answer Brief ~ TO 10/27
On Behalf Of Robert M. Wallick
Docket Date 2019-10-04
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description Notice of Agreed Extension - Answer Brief ~ TO 10/17
On Behalf Of Robert M. Wallick
Docket Date 2019-09-18
Type Notice
Subtype Notice of Agreed Extension of Time - Answer Brief
Description Notice of Agreed Extension - Answer Brief ~ TO 10/7
On Behalf Of Robert M. Wallick
Docket Date 2019-09-10
Type Notice
Subtype Notice of Appearance
Description Notice of Appearance
On Behalf Of Robert M. Wallick
Docket Date 2019-08-28
Type Motions Relating to Attorney Fees/Costs
Subtype Motion For Attorney's Fees
Description Motion For Fees and Cost ~ FOR MERIT PANEL CONSIDERATION
On Behalf Of Tonya Rossman
Docket Date 2019-08-28
Type Motions Relating to Oral Argument
Subtype Motion/Request for Oral Argument
Description Request for Oral Argument
On Behalf Of Tonya Rossman
Docket Date 2019-08-27
Type Brief
Subtype Initial Brief
Description Initial Brief on Merits
On Behalf Of Tonya Rossman
Docket Date 2019-08-16
Type Notice
Subtype Notice of Appearance
Description Notice of Appearance
On Behalf Of Robert M. Wallick
Docket Date 2019-08-09
Type Record
Subtype Record on Appeal
Description Received Records ~ 2053 PAGES
On Behalf Of Orange Cty Circuit Ct Clerk
Docket Date 2019-08-02
Type Notice
Subtype Notice of Appearance
Description Notice of Appearance
On Behalf Of Robert M. Wallick
Docket Date 2019-06-19
Type Order
Subtype Order Declining Referral to Mediation
Description ORD- Declining Referral to Mediation ~ IB W/IN 70 DAYS
Docket Date 2019-06-14
Type Mediation
Subtype Mediation Questionnaire
Description Mediation Questionnaire ~ AE RICHARD S. MASELLI 030449
On Behalf Of Robert M. Wallick
Docket Date 2019-06-05
Type Letter
Subtype Acknowledgment Letter
Description Acknowledgement Letter 1
Docket Date 2019-06-05
Type Order
Subtype Order on Filing Fee
Description Order to pay filing fee - Civil appeal (300)
Docket Date 2019-06-05
Type Misc. Events
Subtype Fee Status
Description FP:Fee Paid Through Portal
On Behalf Of Tonya Rossman
Docket Date 2019-06-05
Type Notice
Subtype Notice of Appeal
Description Notice of Appeal Filed ~ FILED BELOW 5/31/19
On Behalf Of Tonya Rossman

Documents

Name Date
AMENDED ANNUAL REPORT 2024-12-02
ANNUAL REPORT 2024-04-14
ANNUAL REPORT 2023-03-13
ANNUAL REPORT 2022-06-29
ANNUAL REPORT 2021-06-15
ANNUAL REPORT 2020-04-08
ANNUAL REPORT 2019-06-14
ANNUAL REPORT 2018-03-30
ANNUAL REPORT 2017-04-26
ANNUAL REPORT 2016-04-28

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Date of last update: 02 Feb 2025

Sources: Florida Department of State

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