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TERRY S. NELSON, P.A. - Florida Company Profile

Company Details

Entity Name: TERRY S. NELSON, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

TERRY S. NELSON, P.A. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 13 Jan 2004 (21 years ago)
Document Number: P04000009740
FEI/EIN Number 200614942

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2401 First Street, # 102, FT. MYERS, FL, 33901, US
Mail Address: 2401 First Street, # 102, FT. MYERS, FL, 33901, US
ZIP code: 33901
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TERRY S. NELSON, P.A. CASH BALANCE PLAN 2023 200614942 2024-06-20 TERRY S. NELSON, P.A. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901
TERRY S. NELSON, P.A. 401(K) PSP 2023 200614942 2024-06-20 TERRY S. NELSON, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901
TERRY S. NELSON, P.A. 401(K) PSP 2022 200614942 2023-07-13 TERRY S. NELSON, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2023-07-13
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
TERRY S. NELSON, P.A. CASH BALANCE PLAN 2022 200614942 2023-07-13 TERRY S. NELSON, P.A. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2023-07-13
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
TERRY S. NELSON, P.A. 401(K) PSP 2021 200614942 2022-07-08 TERRY S. NELSON, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2022-07-08
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
TERRY S. NELSON, P.A. CASH BALANCE PLAN 2021 200614942 2022-07-08 TERRY S. NELSON, P.A. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2022-07-08
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
TERRY S. NELSON, P.A. CASH BALANCE PLAN 2020 200614942 2021-06-10 TERRY S. NELSON, P.A. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2021-06-10
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
TERRY S. NELSON, P.A. 401(K) PSP 2020 200614942 2021-06-10 TERRY S. NELSON, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2021-06-10
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
TERRY S. NELSON, P.A. CASH BALANCE PLAN 2019 200614942 2020-09-30 TERRY S. NELSON, P.A. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2020-09-30
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
TERRY S. NELSON, P.A. 401(K) PSP 2019 200614942 2020-09-30 TERRY S. NELSON, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 541110
Sponsor’s telephone number 2393341789
Plan sponsor’s address 2401 FIRST STREET #102, FT. MYERS, FL, 33901

Signature of

Role Plan administrator
Date 2020-09-30
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-30
Name of individual signing TERRY NELSON
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
NELSON TERRY S Director 2401 First Street, FT. MYERS, FL, 33901
NELSON TERRY S Agent 2401 First Street, FT. MYERS, FL, 33901

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-01-29 2401 First Street, # 102, FT. MYERS, FL 33901 -
CHANGE OF MAILING ADDRESS 2015-01-29 2401 First Street, # 102, FT. MYERS, FL 33901 -
REGISTERED AGENT ADDRESS CHANGED 2015-01-29 2401 First Street, #102, FT. MYERS, FL 33901 -

Documents

Name Date
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-02-03
ANNUAL REPORT 2021-02-15
ANNUAL REPORT 2020-01-27
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-03-06
ANNUAL REPORT 2017-01-17
ANNUAL REPORT 2016-01-27
ANNUAL REPORT 2015-01-29

Date of last update: 01 May 2025

Sources: Florida Department of State