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  5. THE HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.

THE HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. - Florida Company Profile

Company Details

Entity Name: THE HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
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: 29 Dec 1982 (42 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 13 Jan 1994 (31 years ago)
Document Number: 766353
FEI/EIN Number 592269305

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 8961 DANIELS CENTER DRIVE, SUITE #401, FT. MYERS, FL, 33912, US
Mail Address: 8961 DANIELS CENTER DRIVE, SUITE #401, FT. MYERS, FL, 33912, US
ZIP code: 33912
County: Lee
Place of Formation: FLORIDA

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1023895356 2023-09-11 2023-09-13 8961 DANIELS CENTER DR STE 401, FORT MYERS, FL, 339120314, US 8961 DANIELS CENTER DR STE 401, FORT MYERS, FL, 339120314, US

Contacts
Phone +1 239-433-6700

Authorized person
Name ANNA MARIE PEDRAZA
Role DATA ANALYST
Phone 2399105551

Taxonomy
Taxonomy Code 101YM0800X - Mental Health Counselor
Is Primary Yes

Other Provider Identifiers
Issuer MEDICAID
Number 104397600
State FL

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX DEFERRED ANNUITY PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 2014 592269305 2015-11-06 HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 44
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-04-01
Business code 621340
Plan sponsor’s address 8961 DANIELS CENTER DRIVE STE 401, FORT MYETS, FL, 33912

Signature of
Role Plan administrator
Date 2015-11-06
Name of individual signing MICHAEL WAITE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-11-06
Name of individual signing MICHAEL WAITE
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 2012 592269305 2013-07-19 HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 47
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-04-01
Business code 813000
Sponsor’s telephone number 2394336700
Plan sponsor’s address 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2013-07-19
Name of individual signing EDWARD HOUCK
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA 2011 592269305 2012-07-11 HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 42
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-04-01
Business code 813000
Plan sponsor’s address 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL, 33912

Plan administrator’s name and address
Administrator’s EIN 592269305
Plan administrator’s name HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
Plan administrator’s address 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2012-07-11
Name of individual signing EDWARD HOUCK
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 2010 592269305 2011-07-28 HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 38
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-04-01
Business code 813000
Sponsor’s telephone number 2394336700
Plan sponsor’s address 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL, 33912

Plan administrator’s name and address
Administrator’s EIN 592269305
Plan administrator’s name HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
Plan administrator’s address 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL, 33912
Administrator’s telephone number 2394336700

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing EDWARD HOUCK
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 2009 592269305 2010-07-30 HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2000-04-01
Business code 813000
Sponsor’s telephone number 2394336700
Plan sponsor’s address 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL, 33936

Plan administrator’s name and address
Administrator’s EIN 592269305
Plan administrator’s name HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
Plan administrator’s address 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL, 33936
Administrator’s telephone number 2394336700

Signature of
Role Plan administrator
Date 2010-07-29
Name of individual signing EDWARD HOUCK
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 2009 592269305 2010-07-29 HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 20
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-04-01
Business code 813000
Sponsor’s telephone number 2394336700
Plan sponsor’s address 8961 DANIELS CENTER DR STE 401, FORT MYERS, FL, 33912

Plan administrator’s name and address
Administrator’s EIN 592269305
Plan administrator’s name HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
Plan administrator’s address 8961 DANIELS CENTER DR STE 401, FORT MYERS, FL, 33912
Administrator’s telephone number 2394336700

Signature of
Role Plan administrator
Date 2010-07-28
Name of individual signing EDWARD HOUCK
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing EDWARD HOUCK
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 2009 592269305 2010-07-28 HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. 20
Three-digit plan number (PN) 003
Effective date of plan 2000-04-01
Business code 813000
Sponsor’s telephone number 2394336700
Plan sponsor’s address 8961 DANIELS CENTER DR STE 401, FORT MYERS, FL, 33912

Plan administrator’s name and address
Administrator’s EIN 592269305
Plan administrator’s name HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.
Plan administrator’s address 8961 DANIELS CENTER DR STE 401, FORT MYERS, FL, 33912
Administrator’s telephone number 2394336700

Signature of
Role Plan administrator
Date 2010-07-28
Name of individual signing EDWARD HOUCK
Valid signature Filed with incorrect/unrecognized electronic signature

Key Officers & Management

Name Role Address
HEMMERT BRIAN Chief Executive Officer 8961 DANIELS CENTER DR # 401, FORT MYERS, FL, 33912
ZACK ROBERT A Chairman 3958 DEFOE SQUARE, SARASOTA, FL, 34241
WAITE MICHAEL Chief Financial Officer 8961 DANIELS CENTER DRIVE, FT. MYERS, FL, 33912
WAITE MICHAEL Agent 8961 DANIELS CENTER DRIVE, FORT MYERS, FL, 33912
JOHNS BOB Treasurer 8961 DANIELS CENTER DRIVE, FT. MYERS, FL, 33912
Andrea Laurie Vice Chairman 2780 S. Horseshoe Dr. #5, Naples, FL, 34104

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2020-07-21 WAITE, MICHAEL -
CHANGE OF PRINCIPAL ADDRESS 2007-04-18 8961 DANIELS CENTER DRIVE, SUITE #401, FT. MYERS, FL 33912 -
CHANGE OF MAILING ADDRESS 2007-04-18 8961 DANIELS CENTER DRIVE, SUITE #401, FT. MYERS, FL 33912 -
REGISTERED AGENT ADDRESS CHANGED 2007-04-18 8961 DANIELS CENTER DRIVE, SUITE 401, FORT MYERS, FL 33912 -
NAME CHANGE AMENDMENT 1994-01-13 THE HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC. -

Documents

Name Date
ANNUAL REPORT 2024-03-28
ANNUAL REPORT 2023-04-09
ANNUAL REPORT 2022-04-20
ANNUAL REPORT 2021-04-15
ANNUAL REPORT 2020-07-21
ANNUAL REPORT 2019-04-26
ANNUAL REPORT 2018-04-09
ANNUAL REPORT 2017-04-27
ANNUAL REPORT 2016-04-21
ANNUAL REPORT 2015-03-24

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Companies related by address

No other companies in our directory share the same address as THE HEALTH PLANNING COUNCIL OF SOUTHWEST FLORIDA, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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