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  5. BRIAN C. HELGEMO, P.A.

BRIAN C. HELGEMO, P.A.

Company Details

Entity Name: BRIAN C. HELGEMO, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 09 Aug 2004 (21 years ago)
Document Number: P04000115680
FEI/EIN Number 050607753
Address: 208 BERRY ST., PUNTA GORDA, FL, 33950, US
Mail Address: 208 BERRY ST., PUNTA GORDA, FL, 33950, US
ZIP code: 33950
County: Charlotte
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2020 050607753 2021-10-13 BRIAN C. HELGEMO, P.A. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9412058478
Plan sponsor’s mailing address 320 CROSS STREET, PUNTA GORDA, FL, 33950
Plan sponsor’s address 320 CROSS STREET, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 3
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2021-10-13
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2019 050607753 2020-10-15 BRIAN C. HELGEMO, P.A. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9412058478
Plan sponsor’s mailing address 320 CROSS STREET, PUNTA GORDA, FL, 33950
Plan sponsor’s address 320 CROSS STREET, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 7
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 7

Signature of
Role Plan administrator
Date 2020-10-15
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2018 050607753 2019-10-15 BRIAN C. HELGEMO, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9412058478
Plan sponsor’s mailing address 320 CROSS STREET, PUNTA GORDA, FL, 33950
Plan sponsor’s address 320 CROSS STREET, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 1
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2019-10-15
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2017 050607753 2018-10-12 BRIAN C. HELGEMO, P.A. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9412058478
Plan sponsor’s mailing address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Plan sponsor’s address 320 CROSS STREET, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 2
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2018-10-12
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2016 050607753 2018-01-26 BRIAN C. HELGEMO, P.A. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9416376116
Plan sponsor’s mailing address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Plan sponsor’s address 1203 WEST MARION AVENUE, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 5
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 5
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2018-01-26
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2015 050607753 2016-10-03 BRIAN C. HELGEMO, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9416376116
Plan sponsor’s mailing address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Plan sponsor’s address 1203 WEST MARION AVENUE, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 4
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 4
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2016-10-03
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2014 050607753 2015-10-14 BRIAN C. HELGEMO, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9416376116
Plan sponsor’s mailing address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Plan sponsor’s address 1203 WEST MARION AVENUE, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2013 050607753 2014-10-15 BRIAN C. HELGEMO, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9416376116
Plan sponsor’s mailing address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Plan sponsor’s address 1203 WEST MARION AVENUE, PUNTA GORDA, FL, 33950

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2012 050607753 2013-10-12 BRIAN C. HELGEMO, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9416376116
Plan sponsor’s mailing address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Plan sponsor’s address 1203 WEST MARION AVENUE, PUNTA GORDA, FL, 33950

Plan administrator’s name and address
Administrator’s EIN 050607753
Plan administrator’s name BRIAN C. HELGEMO, P.A.
Plan administrator’s address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Administrator’s telephone number 9416376116

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2013-10-12
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature
BRIAN HELGEMO 401(K) PROFIT SHARING PLAN AND TRUST 2011 050607753 2012-10-14 BRIAN C. HELGEMO, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 531210
Sponsor’s telephone number 9416376116
Plan sponsor’s mailing address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Plan sponsor’s address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013

Plan administrator’s name and address
Administrator’s EIN 050607753
Plan administrator’s name BRIAN C. HELGEMO, P.A.
Plan administrator’s address 714 MACEDONIA DRIVE, PUNTA GORDA, FL, 339508013
Administrator’s telephone number 9416376116

Number of participants as of the end of the plan year
Active participants 3
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 3
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2012-10-14
Name of individual signing BONNIE HELGEMO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
HELGEMO BONNIE L Agent 208 BERRY ST., PUNTA GORDA, FL, 33950

Director

Name Role Address
HELGEMO BRIAN C Director 208 BERRY ST., PUNTA GORDA, FL, 33950

Officer

Name Role Address
HELGEMO BONNIE L Officer 208 BERRY ST., PUNTA GORDA, FL, 33950

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-02-11 208 BERRY ST., PUNTA GORDA, FL 33950 No data
CHANGE OF MAILING ADDRESS 2019-02-11 208 BERRY ST., PUNTA GORDA, FL 33950 No data
REGISTERED AGENT ADDRESS CHANGED 2019-02-11 208 BERRY ST., PUNTA GORDA, FL 33950 No data
REGISTERED AGENT NAME CHANGED 2006-07-14 HELGEMO, BONNIE L No data

Documents

Name Date
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-01-27
ANNUAL REPORT 2022-03-03
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-05
ANNUAL REPORT 2016-03-07
ANNUAL REPORT 2015-01-13

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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