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  5. SPERRY & ASSOCIATES, INC.

SPERRY & ASSOCIATES, INC.

Headquarter

Company Details

Entity Name: SPERRY & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 06 Aug 1973 (52 years ago)
Last Event: AMENDMENT
Event Date Filed: 29 May 2003 (22 years ago)
Document Number: 432009
FEI/EIN Number 59-1481055
Address: 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303
Mail Address: 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303
ZIP code: 32303
County: Leon
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of SPERRY & ASSOCIATES, INC., ALABAMA 000-375-740 ALABAMA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 591481055 2024-06-14 SPERRY & ASSOCIATES, INC. 50
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 37
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 13
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 49
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 3
SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2023 591481055 2024-06-14 SPERRY & ASSOCIATES, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-05-30
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 37
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 7
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 34
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2022 591481055 2023-08-29 SPERRY & ASSOCIATES, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-05-30
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 35
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 7
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 37
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2
SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 591481055 2023-10-11 SPERRY & ASSOCIATES, INC. 50
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 34
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 12
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 46
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2
SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 591481055 2022-06-06 SPERRY & ASSOCIATES, INC. 50
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-05-30
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 39
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 41
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2
SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 591481055 2022-06-06 SPERRY & ASSOCIATES, INC. 57
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 39
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 9
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 46
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2
SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 591481055 2021-08-20 SPERRY & ASSOCIATES, INC. 62
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 40
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 14
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 54
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 591481055 2021-08-20 SPERRY & ASSOCIATES, INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-05-30
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 40
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 8
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 47
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1
SPERRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2019 591481055 2020-08-24 SPERRY & ASSOCIATES, INC. 60
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-05-30
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 38
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 5
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 43
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2
SPERRY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 591481055 2020-08-24 SPERRY & ASSOCIATES, INC. 58
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 236200
Sponsor’s telephone number 8505621101
Plan sponsor’s mailing address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233
Plan sponsor’s address 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL, 323037233

Number of participants as of the end of the plan year
Active participants 38
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 19
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 58
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Agent

Name Role Address
Bowden, Garvin B Agent 1300 Thomaswood Drive, TALLAHASSEE, FL 32308

PRESIDENT

Name Role Address
WELLS, BARTLETT C. PRESIDENT 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303

DIRECTOR OF OPERATIONS

Name Role Address
EDWARDS, MATT DIRECTOR OF OPERATIONS 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303

DIRECTOR OF CONSTRUCTION

Name Role Address
WELLS, CLAYTON DIRECTOR OF CONSTRUCTION 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G24000081209 SPERRY CONSTRUCTION ACTIVE 2024-07-08 2029-12-31 No data 4495 CAPITAL CIR, TALLAHASSEE, FL, 32303

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-04-17 Bowden, Garvin B No data
REGISTERED AGENT ADDRESS CHANGED 2024-04-17 1300 Thomaswood Drive, TALLAHASSEE, FL 32308 No data
CHANGE OF PRINCIPAL ADDRESS 2016-03-28 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303 No data
CHANGE OF MAILING ADDRESS 2016-03-28 4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303 No data
AMENDMENT 2003-05-29 No data No data
AMENDMENT 1996-02-21 No data No data
NAME CHANGE AMENDMENT 1984-04-05 SPERRY & ASSOCIATES, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-02-01
AMENDED ANNUAL REPORT 2022-08-04
AMENDED ANNUAL REPORT 2022-08-03
ANNUAL REPORT 2022-02-14
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-17
ANNUAL REPORT 2019-02-14
ANNUAL REPORT 2018-01-25
ANNUAL REPORT 2017-01-09

Related by officers

Bowden, Garvin B

METAL BUILDING SERVICES, INC. CSI CONTRACTING, INC.

WELLS, BARTLETT C.

GROUP VENTURES, INC. CONTRACTOR'S LEASING, INC.

Related by address

4495 CAPITAL CIRCLE NW, TALLAHASSEE, FL 32303

SPERRY LAND PARTNERSHIP, LTD. METAL BUILDING SERVICES, INC. GROUP VENTURES, INC.

Date of last update: 06 Feb 2025

Sources: Florida Department of State

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