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  5. JACKSON RETIREMENT PLANNING, INC.

JACKSON RETIREMENT PLANNING, INC.

Company Details

Entity Name: JACKSON RETIREMENT PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 11 Sep 1984 (40 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 26 Jun 1998 (27 years ago)
Document Number: H20411
FEI/EIN Number 59-2447756
Address: 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746
Mail Address: 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2023 592447756 2024-06-10 JACKSON RETIREMENT PLANNING, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212496687
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2024-06-10
Name of individual signing GEORGE JACKSON
Valid signature Filed with authorized/valid electronic signature
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2022 592447756 2023-07-05 JACKSON RETIREMENT PLANNING, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212496687
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2023-07-05
Name of individual signing GEORGE JACKSON
Valid signature Filed with authorized/valid electronic signature
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2021 592447756 2022-05-26 JACKSON RETIREMENT PLANNING, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212496687
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2022-05-26
Name of individual signing GEORGE JACKSON
Valid signature Filed with authorized/valid electronic signature
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2020 592447756 2021-03-05 JACKSON RETIREMENT PLANNING, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 4075850235
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2021-03-05
Name of individual signing GEORGE P JACKSON
Valid signature Filed with authorized/valid electronic signature
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2019 592447756 2020-07-07 JACKSON RETIREMENT PLANNING, INC. 10
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212496687
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2020-07-07
Name of individual signing GEORGE P JACKSON
Valid signature Filed with authorized/valid electronic signature
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2019 592447756 2020-10-09 JACKSON RETIREMENT PLANNING, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 3212496687
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing GEORGE P JACKSON
Valid signature Filed with authorized/valid electronic signature
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2018 262745976 2019-07-31 JACKSON RETIREMENT PLANNING, INC. 10
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 4075850235
Plan sponsor’s address 755 PRIMERA BLVD., #1001, LAKE MARY, FL, 32746
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2017 592447756 2018-04-24 JACKSON RETIREMENT PLANNING, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 4075850235
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2016 592447756 2017-02-17 JACKSON RETIREMENT PLANNING, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 4075850235
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2017-02-07
Name of individual signing GEORGE JACKSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-07
Name of individual signing GEORGE JACKSON
Valid signature Filed with authorized/valid electronic signature
JACKSON RETIREMENT PLANNING, INC. 401(K) PROFIT SHARING PLAN 2015 592447756 2016-05-20 JACKSON RETIREMENT PLANNING, INC. 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2008-01-01
Business code 523120
Sponsor’s telephone number 4075850235
Plan sponsor’s address 755 PRIMERA BLVD., SUITE 1001, LAKE MARY, FL, 32746

Signature of
Role Plan administrator
Date 2016-05-19
Name of individual signing GEORGE P JACKSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-19
Name of individual signing GEORGE P JACKSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JACKSON, GEORGE P Agent 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746

President

Name Role Address
JACKSON, GEORGE P. President 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2012-05-29 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746 No data
CHANGE OF PRINCIPAL ADDRESS 2012-05-11 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746 No data
CHANGE OF MAILING ADDRESS 2012-05-11 755 PRIMERA BLVD, STE 1001, LAKE MARY, FL 32746 No data
NAME CHANGE AMENDMENT 1998-06-26 JACKSON RETIREMENT PLANNING, INC. No data
NAME CHANGE AMENDMENT 1986-08-06 JACKSON CONSTRUCTION GROUP, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2023-04-26
ANNUAL REPORT 2022-02-01
ANNUAL REPORT 2021-03-12
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-03-21
ANNUAL REPORT 2017-04-04
ANNUAL REPORT 2016-03-28
ANNUAL REPORT 2015-03-29

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JACKSON, GEORGE P.

GEORGE P. JACKSON, P.A. AAO, INC. JACKSON INVESTMENT PROPERTIES, INC.

Related by address

No related companies by address

Date of last update: 04 Feb 2025

Sources: Florida Department of State

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