Allgen Financial Advisors, Inc.

Florida
Registered In
03/26/2003
Incorp. Date

Company Summary

Allgen Financial Advisors, Inc. at 100 W Lucerne Cir, Orlando, FL 32801 lists Roldan Paul of Winter Park, FL and Martin Jason C of Orlando, FL.

Registered In
Florida
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Profit
Status
Active
EIN
73-1662717
Website
Email
*****@allgenfinancial.com
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SEC | EDGAR Sunbiz Trellis.Law Recent News
Martin Jason C Registered Agent
2608 OVERLAKE AVE, ORLANDO, FL 32806
Roldan Paul CEO
3081 STANFIELD AVE, WINTER PARK, FL 32814
Martin Jason C CIO
2608 OVERLAKE AVE, ORLANDO, FL 32806
100 W LUCERNE CIR, ORLANDO, FL 32801 View Map

Financial Information for Allgen Financial Advisors, Inc.

Form 5500

ALLGEN FINANCIAL ADVISORS INC

100 W Lucerne Circle - Suite 200, Orlando, FL 32801 (407) 227-2868 EIN:73-1662717 Plan Admin:Paul Roldan
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameALLGEN FINANCIAL ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY15 / 18 Assets BOY/EOY$127,448 / $299,210 2023 ALLGEN FINANCIAL ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 15 / 18 $127,448 / $299,210
2022 Plan NameALLGEN FINANCIAL ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY13 / 15 Assets BOY/EOY$0 / $127,448 2022 ALLGEN FINANCIAL ADVISORS INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 13 / 15 $0 / $127,448
Benefit & Retirement Plans based on Form 5500.
Address Match:100 W Lucerne Cir Orlando, FL
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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