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  5. SHELDRICK,MCGEHEE & KOHLER, LLC

SHELDRICK,MCGEHEE & KOHLER, LLC

Company Details

Entity Name: SHELDRICK,MCGEHEE & KOHLER, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 07 Jan 2005 (20 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 01 Aug 2022 (3 years ago)
Document Number: L05000002247
FEI/EIN Number 202123462
Address: ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL, 32202, US
Mail Address: ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL, 32202, US
ZIP code: 32202
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SHELDRICK MCGEHEE & KOHLER LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 202123462 2024-07-01 SHELDRICK MCGEHEE & KOHLER LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2024-07-01
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE & KOHLER LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 202123462 2023-03-29 SHELDRICK MCGEHEE & KOHLER LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE 3140, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2023-03-29
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE & KOHLER LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 202123462 2022-04-22 SHELDRICK MCGEHEE & KOHLER LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE 3140, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2022-04-22
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE & KOHLER LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 202123462 2021-04-15 SHELDRICK MCGEHEE & KOHLER LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE 3140, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2021-04-15
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE & KOHLER LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 202123462 2020-06-03 SHELDRICK MCGEHEE & KOHLER LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE 3140, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2020-06-03
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE KOHLER LLC 401 K PROFIT SHARING PLAN TRUST 2018 202123462 2019-04-26 SHELDRICK MCGEHEE & KOHLER LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE 3140, JACKSONVILLE, FL, 322025023

Plan administrator’s name and address
Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of
Role Plan administrator
Date 2019-04-26
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE KOHLER LLC 401 K PROFIT SHARING PLAN TRUST 2017 202123462 2018-04-23 SHELDRICK MCGEHEE & KOHLER LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR, STE 3140, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2018-04-23
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE KOHLER LLC 401 K PROFIT SHARING PLAN TRUST 2016 202123462 2017-05-30 SHELDRICK MCGEHEE & KOHLER LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2017-05-30
Name of individual signing STEVEN R SMITH
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE KOHLER LLC 401 K PROFIT SHARING PLAN TRUST 2015 202123462 2016-06-13 SHELDRICK MCGEHEE & KOHLER LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2016-06-13
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SHELDRICK MCGEHEE KOHLER LLC 401 K PROFIT SHARING PLAN TRUST 2014 202123462 2015-05-27 SHELDRICK MCGEHEE & KOHLER LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 9043554715
Plan sponsor’s address 1 INDEPENDENT DR STE 3140 STE, JACKSONVILLE, FL, 322025023

Signature of
Role Plan administrator
Date 2015-05-27
Name of individual signing STEVEN R SMITH
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WRIGHT JESS W Agent ONE INDEPENDENT DRIVE, JACKSONVILLE, FL, 32202

Manager

Name Role Address
KOCH KAREN A Manager ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL, 32202
BERGER MATTHEW V Manager ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL, 32202
WRIGHT JESS W Manager ONE INDEPENDENT DRIVE, JACKSONVILLE, FL, 32202
SMITH STEVEN R Manager ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL, 32202
MORGAN JOSEPH PJR Manager ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL, 32202

Events

Event Type Filed Date Value Description
LC STMNT OF RA/RO CHG 2022-08-01 No data No data
LC AMENDMENT 2022-08-01 No data No data
REGISTERED AGENT NAME CHANGED 2022-08-01 WRIGHT, JESS W No data
REGISTERED AGENT ADDRESS CHANGED 2009-01-28 ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL 32202 No data
CHANGE OF PRINCIPAL ADDRESS 2007-04-03 ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL 32202 No data
CHANGE OF MAILING ADDRESS 2007-04-03 ONE INDEPENDENT DRIVE, SUITE 3140, JACKSONVILLE, FL 32202 No data

Documents

Name Date
ANNUAL REPORT 2024-01-19
ANNUAL REPORT 2023-01-23
LC Amendment 2022-08-01
CORLCRACHG 2022-08-01
ANNUAL REPORT 2022-03-11
ANNUAL REPORT 2021-04-12
ANNUAL REPORT 2020-02-15
ANNUAL REPORT 2019-03-18
ANNUAL REPORT 2018-02-06
ANNUAL REPORT 2017-02-28

Related by officers

KOCH KAREN A

KAJO VENTURES INC. KAN-DU VENTURES INC.

WRIGHT JESS W

SHELDRICK, MCGEHEE & KOHLER, INC.

SMITH STEVEN R

B J SMITH LITIGATION SUPPORT, INC. SIERRA OAKS INCOME PARTNERS, LLC MARY & AL INVESTMENTS, LLC DOUGLAS LOT, LLC FARGO CABIN, LLC PRO MED EYE INC RIVERSIDE AVONDALE INVESTMENTS 2 LLC 3078 WEST CLUB BLVD, LLC REVEALING TRUTH MINISTRIES OUTREACH CHRISTIAN CENTER, INC. ADVISOR INSURANCE GROUP, LLC

Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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