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

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Company Details

Entity Name: TERRY L. CARLSON, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 02 Feb 2004 (22 years ago)
Document Number: P04000025251
FEI/EIN Number 200706666
Address: 730 SW 4TH ST, CAPE CORAL, FL, 33991, US
Mail Address: 1428 NW 25th Pl, CAPE CORAL, FL, 33993, US
ZIP code: 33991
City: Cape Coral
County: Lee
Place of Formation: FLORIDA

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

Form 5500 Series

Employer Identification Number (EIN):
200706666
Plan Year:
2024
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
25500.00
Total Face Value Of Loan:
25500.00

Paycheck Protection Program

Jobs Reported:
2
Initial Approval Amount:
$25,500
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$25,500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$25,754.29
Servicing Lender:
Fifth Third Bank
Use of Proceeds:
Payroll: $25,500

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Date of last update: 01 Aug 2025

Sources: Florida Department of State