Entity Name: | ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC. |
Jurisdiction: | FLORIDA |
Filing Type: |
Domestic Profit
ANDERS RETIREMENT AND INVESTMENT 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: | 08 Aug 2012 (13 years ago) |
Last Event: | AMENDMENT AND NAME CHANGE |
Event Date Filed: | 07 Jan 2020 (5 years ago) |
Document Number: | P12000068508 |
FEI/EIN Number |
46-0738431
Federal Employer Identification (FEI) Number assigned by the IRS. |
Address: | 124 E WELBOURNE AVE, WINTER PARK, FL, 32789, US |
Mail Address: | 124 E WELBOURNE AVE, WINTER PARK, FL, 32789, US |
ZIP code: | 32789 |
County: | Orange |
Place of Formation: | FLORIDA |
Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANDERS FINANCIAL INC 401(K) PLAN | 2023 | 460738431 | 2024-07-03 | ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC. | 7 | |||||||||||||||||||||||||||||||
|
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2024-07-02 |
Name of individual signing | QIAN LIU |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2020-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 4079604494 |
Plan sponsor’s address | 124 E WELBOURNE AVE, WINTER PARK, FL, 32789 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2023-08-11 |
Name of individual signing | CHRISTINE RIMER |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2020-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 4079604494 |
Plan sponsor’s address | 124 E WELBOURNE AVE, WINTER PARK, FL, 32789 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2022-09-29 |
Name of individual signing | CHRISTINE RIMER |
Valid signature | Filed with authorized/valid electronic signature |
File | View Page |
Three-digit plan number (PN) | 001 |
Effective date of plan | 2020-01-01 |
Business code | 523900 |
Sponsor’s telephone number | 4079604494 |
Plan sponsor’s address | 124 E WELBOURNE AVE, WINTER PARK, FL, 32789 |
Plan administrator’s name and address
Administrator’s EIN | 474474775 |
Plan administrator’s name | GUIDELINE, INC. |
Plan administrator’s address | 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403 |
Administrator’s telephone number | 8882283491 |
Signature of
Role | Plan administrator |
Date | 2021-07-15 |
Name of individual signing | CAROL HO |
Valid signature | Filed with authorized/valid electronic signature |
Name | Role | Address |
---|---|---|
ANDERS DONALD LII | President | 124 E WELBOURNE AVE, WINTER PARK, FL, 32789 |
Parks Defilippo & Associates | Agent | 203 Lookout Place, Mailtand, FL, 32751 |
Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
---|---|---|---|---|---|---|
G24000066382 | ANDERS & ANDERS FINANCIAL GROUP | ACTIVE | 2024-05-23 | 2029-12-31 | - | 124 E WELBOURNE AVE, FIRST FLOOR, WINTER PARK, FL, 32789 |
G20000016769 | ANDERS RETIREMENT & INVESTMENT ADVISORS | ACTIVE | 2020-02-05 | 2025-12-31 | - | 124 E WELBOURNE AVE, WINTER PARK, FL, 32707 |
G17000109160 | ADVISOR'S PLATFORM | EXPIRED | 2017-10-02 | 2022-12-31 | - | 220 LOOKOUT PLACE, STE. 200, MAITLAND, FL, 32751 |
Event Type | Filed Date | Value | Description |
---|---|---|---|
REGISTERED AGENT NAME CHANGED | 2021-01-28 | Parks Defilippo & Associates | - |
REGISTERED AGENT ADDRESS CHANGED | 2021-01-28 | 203 Lookout Place, Mailtand, FL 32751 | - |
CHANGE OF PRINCIPAL ADDRESS | 2020-01-08 | 124 E WELBOURNE AVE, WINTER PARK, FL 32789 | - |
CHANGE OF MAILING ADDRESS | 2020-01-08 | 124 E WELBOURNE AVE, WINTER PARK, FL 32789 | - |
AMENDMENT AND NAME CHANGE | 2020-01-07 | ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC. | - |
Name | Date |
---|---|
ANNUAL REPORT | 2024-04-17 |
ANNUAL REPORT | 2023-03-03 |
ANNUAL REPORT | 2022-04-06 |
ANNUAL REPORT | 2021-01-28 |
ANNUAL REPORT | 2020-02-27 |
Amendment and Name Change | 2020-01-07 |
ANNUAL REPORT | 2019-02-08 |
ANNUAL REPORT | 2018-02-15 |
ANNUAL REPORT | 2017-01-10 |
ANNUAL REPORT | 2016-03-18 |
Date of last update: 02 Mar 2025
Sources: Florida Department of State