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  5. TERRY L. CARLSON, P.A.

TERRY L. CARLSON, P.A. - Florida Company Profile

Company Details

Entity Name: TERRY L. CARLSON, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

TERRY L. CARLSON, 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: 02 Feb 2004 (21 years ago)
Document Number: P04000025251
FEI/EIN Number 200706666

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 730 SW 4TH ST, CAPE CORAL, FL, 33991, US
Mail Address: 1428 NW 25th Pl, CAPE CORAL, FL, 33993, US
ZIP code: 33991
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TERRY L. CARLSON, P.A. 401(K) PLAN 2023 200706666 2024-07-17 TERRY L. CARLSON, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2397706955
Plan sponsor’s address 1428 NW 25TH PL., CAPE CORAL, FL, 33993

Signature of
Role Plan administrator
Date 2024-07-17
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature
TERRY L. CARLSON, P.A. 401(K) PLAN 2022 200706666 2023-05-11 TERRY L. CARLSON, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2397706955
Plan sponsor’s address 1428 NW 25TH PL., CAPE CORAL, FL, 33993

Signature of
Role Plan administrator
Date 2023-05-11
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature
TERRY L. CARLSON, P.A. 401(K) PLAN 2021 200706666 2022-07-15 TERRY L. CARLSON, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2395428611
Plan sponsor’s address 3208 CHIQUITA BLVD S., #204, CAPE CORAL, FL, 33914

Signature of
Role Plan administrator
Date 2022-07-15
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature
TERRY L. CARLSON, P.A. 401(K) PLAN 2020 200706666 2021-04-28 TERRY L. CARLSON, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2395428611
Plan sponsor’s address 3208 CHIQUITA BLVD S., #204, CAPE CORAL, FL, 33914

Signature of
Role Plan administrator
Date 2021-04-28
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature
TERRY L. CARLSON, P.A. 401(K) PLAN 2019 200706666 2020-06-01 TERRY L. CARLSON, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2395428611
Plan sponsor’s address 3208 CHIQUITA BLVD S., #204, CAPE CORAL, FL, 33914

Signature of
Role Plan administrator
Date 2020-06-01
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature
TERRY L. CARLSON, P.A. 401(K) PLAN 2018 200706666 2019-06-19 TERRY L. CARLSON, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2395428611
Plan sponsor’s address 3208 CHIQUITA BLVD S., #204, CAPE CORAL, FL, 33914

Signature of
Role Plan administrator
Date 2019-06-19
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature
TERRY L. CARLSON, P.A. 401(K) PLAN 2017 200706666 2018-06-29 TERRY L. CARLSON, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2395428611
Plan sponsor’s address 725 CAPE CORAL PKWY W., CAPE CORAL, FL, 33914

Signature of
Role Plan administrator
Date 2018-06-29
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature
TERRY L. CARLSON, P.A. 401(K) PLAN 2016 200706666 2017-10-02 TERRY L. CARLSON, P.A. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-10-01
Business code 531210
Sponsor’s telephone number 2395428611
Plan sponsor’s address 725 CAPE CORAL PKWY W., CAPE CORAL, FL, 33914

Signature of
Role Plan administrator
Date 2017-10-02
Name of individual signing TERRY L CARLSON
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
CARLSON TERRY L President 1428 NW 25th Pl, CAPE CORAL, FL, 33993
CARLSON TERRY L Secretary 1428 NW 25th Pl, CAPE CORAL, FL, 33993
Carlson Laurie A Vice President 1428 NW 25th Pl, CAPE CORAL, FL, 33993
CARLSON TERRY L Agent 1428 NW 25th Pl, CAPE CORAL, FL, 33993

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2021-07-26 730 SW 4TH ST, SUITE #2, CAPE CORAL, FL 33991 -
CHANGE OF MAILING ADDRESS 2019-04-09 730 SW 4TH ST, SUITE #2, CAPE CORAL, FL 33991 -
REGISTERED AGENT ADDRESS CHANGED 2019-04-09 1428 NW 25th Pl, CAPE CORAL, FL 33993 -

Documents

Name Date
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-04-10
ANNUAL REPORT 2021-03-15
ANNUAL REPORT 2020-03-20
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-03-22
ANNUAL REPORT 2017-01-12
ANNUAL REPORT 2016-01-15
ANNUAL REPORT 2015-01-19

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Companies related by address

No other companies in our directory share the same address as TERRY L. CARLSON, P.A.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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