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BUSINESS PLANNING CONCEPTS, INC. - Florida Company Profile

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Company Details

Entity Name: BUSINESS PLANNING CONCEPTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
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
Mail Address: PO BOX 17639, Jacksonville, FL, 32245, US
Address: 66 Dewees Ave, Suite 200-B, Atlantic Beach, FL, 32233, US
ZIP code: 32233
City: Atlantic Beach
County: Duval
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
undefined604308707
State:
WASHINGTON
Type:
Headquarter of
Company Number:
000-385-510
State:
ALABAMA
Type:
Headquarter of
Company Number:
3374579
State:
IDAHO

Key Officers & Management

Name Role Address
TREFRY NICKLAUS A President 10752 Deerwood Park Blvd., Jacksonville, FL, 32256
TREFRY COURTNEY M Vice President 10752 DEERWOOD PARK BLVD, JACKSONVILLE, FL, 32256
Trefry Nicklaus A Agent 10752 Deerwood Park Blvd., Jacksonville, FL, 32256

Form 5500 Series

Employer Identification Number (EIN):
592442511
Plan Year:
2017
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
18
Sponsors Telephone Number:
Plan Year:
2016
Number Of Participants:
8
Sponsors Telephone Number:
Plan Year:
2015
Number Of Participants:
14
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
439472.00
Total Face Value Of Loan:
439472.00
Date:
2020-04-15
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
439472.00
Total Face Value Of Loan:
439472.00

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Date of last update: 03 Aug 2025

Sources: Florida Department of State