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  5. BUSINESS PLANNING CONCEPTS, INC.

BUSINESS PLANNING CONCEPTS, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: BUSINESS PLANNING CONCEPTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BUSINESS PLANNING CONCEPTS, 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: 13 Sep 1984 (41 years ago)
Last Event: AMENDMENT
Event Date Filed: 28 Jun 2021 (4 years ago)
Document Number: H20098
FEI/EIN Number 592442511

Federal Employer Identification (FEI) Number assigned by the IRS.
Mail Address: PO BOX 17639, Jacksonville, FL, 32245, US
Address: 66 Dewees Ave, Suite 200-B, Atlantic Beach, FL, 32233, US
ZIP code: 32233
County: Duval
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of BUSINESS PLANNING CONCEPTS, INC., ALABAMA 000-385-510 ALABAMA
Headquarter of BUSINESS PLANNING CONCEPTS, INC., IDAHO 3374579 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN 2017 592442511 2019-06-13 BUSINESS PLANNING CONCEPTS INC 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-09-01
Business code 525100
Sponsor’s telephone number 9043963696
Plan sponsor’s address 10739 DEERWOOD PARK BLVD., SUITE 200-B, JACKSONVILLE, FL, 32256
BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST 2017 592442511 2018-06-14 BUSINESS PLANNING CONCEPTS INC 17
Three-digit plan number (PN) 002
Effective date of plan 1984-09-01
Business code 525100
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY STE 101, JACKSONVILLE, FL, 32256
BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST 2016 592442511 2017-06-06 BUSINESS PLANNING CONCEPTS INC 18
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-09-01
Business code 525100
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY STE 101, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2017-06-06
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN 2016 592442511 2018-06-14 BUSINESS PLANNING CONCEPTS INC 8
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-09-01
Business code 524140
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY STE 101, JACKSONVILLE, FL, 32256
BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST 2015 592442511 2016-06-15 BUSINESS PLANNING CONCEPTS INC 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-09-01
Business code 525100
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY STE 101, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2016-06-15
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST 2014 592442511 2017-08-08 BUSINESS PLANNING CONCEPTS INC 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-09-01
Business code 525100
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY STE 101, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2017-08-08
Name of individual signing EARL C TREFRY
Valid signature Filed with authorized/valid electronic signature
BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST 2014 592442511 2015-10-07 BUSINESS PLANNING CONCEPTS INC 10
Three-digit plan number (PN) 002
Effective date of plan 1984-09-01
Business code 525100
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY STE 101, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2015-10-07
Name of individual signing EARL C TREFRY
Valid signature Filed with authorized/valid electronic signature
BUSINESS PLANNING CONCEPTS, INC. 401 K PROFIT SHARING PLAN AND TRUST 2013 592442511 2015-09-03 BUSINESS PLANNING CONCEPTS,INC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-09-01
Business code 524140
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY SUITE 101, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2015-09-03
Name of individual signing EARL C. TREFRY, JR
Valid signature Filed with authorized/valid electronic signature
BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN 2013 592442511 2015-06-01 BUSINESS PLANNING CONCEPTS, INC. 4
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-09-01
Business code 524140
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY, SUITE 101, JACKSONVILLE, FL, 32256

Signature of
Role Plan administrator
Date 2015-06-01
Name of individual signing ROBERT PRESBERG
Valid signature Filed with authorized/valid electronic signature
BUSINESS PLANNING CONCEPTS, INC. 401(K) PROFIT SHARING PLAN 2012 592442511 2013-12-06 BUSINESS PLANNING CONCEPTS, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1984-09-01
Business code 524140
Sponsor’s telephone number 9043963696
Plan sponsor’s address 7645 GATE PARKWAY, STE 101, JACKSONVILLE, FL, 32256

Plan administrator’s name and address
Administrator’s EIN 592442511
Plan administrator’s name BUSINESS PLANNING CONCEPTS, INC.
Plan administrator’s address 7645 GATE PARKWAY, STE 101, JACKSONVILLE, FL, 32256
Administrator’s telephone number 9043963696

Signature of
Role Plan administrator
Date 2013-12-06
Name of individual signing EARL TREFRY, JR.
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
TREFRY NICKLAUS A President 10739 Deerwood Park Blvd., Jacksonville, FL, 32256
TREFRY COURTNEY M Vice President 10739 DEERWOOD PARK BLVD, JACKSONVILLE, FL, 32256
Trefry Nicklaus A Agent 10739 Deerwood Park Blvd., Jacksonville, FL, 32256

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000054840 MEMBER BENEFITS ACTIVE 2019-05-06 2029-12-31 - PO BOX 17639, JACKSONVILLE, FL, 32245

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-04-25 66 Dewees Ave, Suite 200-B, Atlantic Beach, FL 32233 -
CHANGE OF MAILING ADDRESS 2024-04-25 66 Dewees Ave, Suite 200-B, Atlantic Beach, FL 32233 -
AMENDMENT 2021-06-28 - -
REGISTERED AGENT ADDRESS CHANGED 2020-03-18 10739 Deerwood Park Blvd., Suite 200-B, Jacksonville, FL 32256 -
REGISTERED AGENT NAME CHANGED 2020-03-18 Trefry, Nicklaus A -
AMENDMENT 2019-11-04 - -
NAME CHANGE AMENDMENT 1994-11-21 BUSINESS PLANNING CONCEPTS, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-02-07
ANNUAL REPORT 2022-01-18
Amendment 2021-06-28
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-03-18
Amendment 2019-11-04
ANNUAL REPORT 2019-02-25
ANNUAL REPORT 2018-02-26
ANNUAL REPORT 2017-04-27

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Trefry Nicklaus A

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Companies related by address

PO BOX 17639, Jacksonville, FL, 32245, US

MEMBER BENEFITS, INC 1537 COUNTY ROAD 309, LLC

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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