Menu
Search icon
  1. Home Page
    2. ›
  2. Counties
    3. ›
  3. Duval
    4. ›
  4. 32233
    5. ›
  5. BUSINESS PLANNING CONCEPTS, INC.

BUSINESS PLANNING CONCEPTS, INC.

Headquarter

Company Details

Entity Name: BUSINESS PLANNING CONCEPTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 13 Sep 1984 (40 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
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

Agent

Name Role Address
Trefry Nicklaus A Agent 10739 Deerwood Park Blvd., Jacksonville, FL, 32256

President

Name Role Address
TREFRY NICKLAUS A President 10739 Deerwood Park Blvd., Jacksonville, FL, 32256

Vice President

Name Role Address
TREFRY COURTNEY M Vice President 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 No data PO BOX 17639, JACKSONVILLE, FL, 32245

Events

Event Type Filed Date Value Description
AMENDMENT 2021-06-28 No data No data
AMENDMENT 2019-11-04 No data No data
NAME CHANGE AMENDMENT 1994-11-21 BUSINESS PLANNING CONCEPTS, INC. No data

Related by officers

TREFRY NICKLAUS A

RUN-ACROSS PROPERTIES, LLC C STREET PROPERTIES, LLC MEMBER BENEFITS HOLDINGS, LLC 1537 COUNTY ROAD 309, LLC

TREFRY COURTNEY M

MEMBER BENEFITS HOLDINGS, LLC

Trefry Nicklaus A

265 GEORGETOWN SHORTCUT ROAD, LLC MEMBER BENEFITS MARKETING, INC.

Related by address

PO BOX 17639, Jacksonville, FL, 32245, US

1537 COUNTY ROAD 309, LLC

Date of last update: 03 Feb 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated