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SCHEFER PETRIC & SIMPSON PLLC

Company Details

Entity Name: SCHEFER PETRIC & SIMPSON PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 06 Jan 2020 (5 years ago)
Document Number: L20000012417
FEI/EIN Number 84-4227429
Address: 1645 Palm Beach Lakes Blvd Ste 350, West Palm Beach, FL, 33401, US
Mail Address: 1645 Palm Beach Lakes Blvd Ste 350, West Palm Beach, FL, 33401, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SPS 401(K) PLAN 2023 844227429 2024-10-09 SCHEFER PETRIC & SIMPSON, PLLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541110
Sponsor’s telephone number 5615378040
Plan sponsor’s address 1645 PALM LAKE BLVD, WEST PALM BEACH, FL, 33401
SPS 401(K) PLAN 2022 844227429 2023-12-27 SCHEFER PETRIC & SIMPSON, PLLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541110
Sponsor’s telephone number 5615378040
Plan sponsor’s address 1645 PALM LAKE BLVD, WEST PALM BEACH, FL, 33401
SPS 401(K) PLAN 2021 844227429 2022-10-10 SCHEFER PETRIC & SIMPSON, PLLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541110
Sponsor’s telephone number 5615378040
Plan sponsor’s address 1645 PALM LAKE BLVD, WEST PALM BEACH, FL, 33401

Agent

Name Role Address
SCHEFER ALISON Agent 1645 Palm Beach Lakes Blvd Ste 350, West Palm Beach, FL, 33401

Manager

Name Role Address
SCHEFER ALISON Manager 300 WESTWOOD CIRCLE N, WEST PALM BEACH, FL, 33411
PETRIC CHRISTIAN Manager 5016 SE BENT WOOD DR, STUART, FL, 34997
SIMPSON DANIEL Manager 1143 WALNUT TERRACE, BOCA RATON, FL, 33486

Authorized Member

Name Role Address
SCHEFER ALISON Authorized Member 300 WESTWOOD CIRCLE N, WEST PALM BEACH, FL, 33411
PETRIC CHRISTIAN Authorized Member 5016 SE BENT WOOD DR, STUART, FL, 34997
SIMPSON DANIEL Authorized Member 1143 WALNUT TERRACE, BOCA RATON, FL, 33486

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-04-12 1645 Palm Beach Lakes Blvd Ste 350, West Palm Beach, FL 33401 No data
CHANGE OF MAILING ADDRESS 2021-04-12 1645 Palm Beach Lakes Blvd Ste 350, West Palm Beach, FL 33401 No data
REGISTERED AGENT ADDRESS CHANGED 2021-04-12 1645 Palm Beach Lakes Blvd Ste 350, West Palm Beach, FL 33401 No data

Documents

Name Date
ANNUAL REPORT 2024-01-31
ANNUAL REPORT 2023-03-07
ANNUAL REPORT 2022-02-09
ANNUAL REPORT 2021-04-12
Florida Limited Liability 2020-01-06

Date of last update: 02 Feb 2025

Sources: Florida Department of State