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DON MATHEWS & ASSOCIATES, P.A.

Company Details

Entity Name: DON MATHEWS & ASSOCIATES, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 13 Jul 2005 (20 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 27 Oct 2008 (16 years ago)
Document Number: P05000098773
FEI/EIN Number 760796422
Address: 1700 Medical Lane, FT MYERS, FL, 33907, US
Mail Address: 1700 Medical Lane, FT MYERS, FL, 33907, US
ZIP code: 33907
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DON MATHEWS & ASSOCIATES, P.A. 401K 2023 760796422 2024-07-26 DON MATHEWS & ASSOCIATES, P.A. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-10-01
Business code 541110
Sponsor’s telephone number 2394894915
Plan sponsor’s address 1700 MEDICAL LANE, SUITE 103, FT. MEYERS, FL, 33907

Signature of

Role Plan administrator
Date 2024-07-26
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
DON MATHEWS & ASSOCIATES, P.A. 401K 2022 760796422 2023-06-23 DON MATHEWS & ASSOCIATES, P.A. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-10-01
Business code 541110
Sponsor’s telephone number 2394894915
Plan sponsor’s address 1700 MEDICAL LANE, SUITE 103, FT. MEYERS, FL, 33907

Signature of

Role Plan administrator
Date 2023-06-23
Name of individual signing SHIRLEY HORNER
Valid signature Filed with authorized/valid electronic signature
DON MATHEWS & ASSOCIATES, P.A. 2009 760796422 2013-09-12 DON MATHEWS & ASSOCIATES P A 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 2394894915
Plan sponsor’s mailing address 12590 WHITEHALL DRIVE SUITE 1, FORT MYERS, FL, 33907
Plan sponsor’s address 12590 WHITEHALL DRIVE SUITE 1, FORT MYERS, FL, 33907

Plan administrator’s name and address

Administrator’s EIN 760796422
Plan administrator’s name DON MATHEWS & ASSOCIATES P A
Plan administrator’s address 12590 WHITEHALL DRIVE SUITE 1, FORT MYERS, FL, 33907
Administrator’s telephone number 2394894915

Number of participants as of the end of the plan year

Active participants 0
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 0
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 2013-09-12
Name of individual signing DONALD MATHEWS
Valid signature Filed with authorized/valid electronic signature
DON MATHEWS & ASSOCIATES, P.A. 2009 760796422 2011-12-12 DON MATHEWS & ASSOCIATES P A 8
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 541110
Sponsor’s telephone number 2394894915
Plan sponsor’s mailing address 12590 WHITEHALL DRIVE SUITE 1, FORT MYERS, FL, 33907
Plan sponsor’s address 12590 WHITEHALL DRIVE SUITE 1, FORT MYERS, FL, 33907

Plan administrator’s name and address

Administrator’s EIN 760796422
Plan administrator’s name DON MATHEWS & ASSOCIATES P A
Plan administrator’s address 12590 WHITEHALL DRIVE SUITE 1, FORT MYERS, FL, 33907
Administrator’s telephone number 2394894915

Number of participants as of the end of the plan year

Active participants 0
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 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Employer/plan sponsor
Date 2011-12-12
Name of individual signing DONALD MATHEWS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MATHEWS DON Agent 1700 Medical Lane, FT MYERS, FL, 33907

Chief Executive Officer

Name Role Address
MATHEWS DON Chief Executive Officer 1700 Medical Lane, FT MYERS, FL, 33907

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2016-04-07 1700 Medical Lane, Suite 103, FT MYERS, FL 33907 No data
CHANGE OF MAILING ADDRESS 2016-04-07 1700 Medical Lane, Suite 103, FT MYERS, FL 33907 No data
REGISTERED AGENT ADDRESS CHANGED 2016-04-07 1700 Medical Lane, Suite 103, FT MYERS, FL 33907 No data
CANCEL ADM DISS/REV 2008-10-27 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2008-09-26 No data No data

Documents

Name Date
ANNUAL REPORT 2024-04-02
ANNUAL REPORT 2023-03-15
ANNUAL REPORT 2022-03-22
ANNUAL REPORT 2021-03-03
ANNUAL REPORT 2020-06-15
ANNUAL REPORT 2019-04-24
ANNUAL REPORT 2018-03-13
ANNUAL REPORT 2017-03-01
ANNUAL REPORT 2016-04-07
ANNUAL REPORT 2015-01-09

Date of last update: 01 Feb 2025

Sources: Florida Department of State