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ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC. - Florida Company Profile

Company Details

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

form 5500

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
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 2024-07-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
ANDERS FINANCIAL INC 401(K) PLAN 2022 460738431 2023-08-11 ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC. 6
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
ANDERS FINANCIAL INC 401(K) PLAN 2021 460738431 2022-09-30 ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC. 6
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
ANDERS FINANCIAL INC 401(K) PLAN 2020 460738431 2021-07-16 ANDERS RETIREMENT AND INVESTMENT ADVISORS, INC. 0
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

Key Officers & Management

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

Fictitious Names

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

Events

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. -

Documents

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