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  5. PLANNED GIVING SYSTEMS AGENCY, INC.

PLANNED GIVING SYSTEMS AGENCY, INC.

Company Details

Entity Name: PLANNED GIVING SYSTEMS AGENCY, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 14 Dec 2007 (17 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 06 Oct 2010 (14 years ago)
Document Number: P07000132111
FEI/EIN Number 34-1575771
Address: 5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103
Mail Address: 5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103
ZIP code: 34103
County: Collier
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PGS CONSULTING GROUP CASH BALANCE PLAN 2015 341575771 2016-03-03 PLANNED GIVING SYSTEMS AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 2393481800
Plan sponsor’s address 999 VANDERBILT BEACH RD, SUITE 504, NAPLES, FL, 34108
PGS CONSULTING GROUP CASH BALANCE PLAN 2014 341575771 2015-05-04 PLANNED GIVING SYSTEMS AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 2393481800
Plan sponsor’s address 999 VANDERBILT BEACH RD, SUITE 504, NAPLES, FL, 34108

Signature of
Role Plan administrator
Date 2015-05-04
Name of individual signing MICHAEL D. BENSON
Valid signature Filed with authorized/valid electronic signature
PGS CONSULTING GROUP CASH BALANCE PLAN 2013 341575771 2014-07-21 PLANNED GIVING SYSTEMS AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 2393481800
Plan sponsor’s address 315 THIRD AVE. N., NAPLES, FL, 34102

Signature of
Role Plan administrator
Date 2014-07-21
Name of individual signing MICHAEL D. BENSON
Valid signature Filed with authorized/valid electronic signature
PGS CONSULTING GROUP CASH BALANCE PLAN 2012 341575771 2013-07-29 PLANNED GIVING SYSTEMS AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 2393481800
Plan sponsor’s address 315 THIRD AVE. N., NAPLES, FL, 34102

Signature of
Role Plan administrator
Date 2013-07-29
Name of individual signing MICHAEL D. BENSON
Valid signature Filed with authorized/valid electronic signature
PGS CONSULTING GROUP CASH BALANCE PLAN 2011 341575771 2012-09-27 PLANNED GIVING SYSTEMS AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-01-01
Business code 524210
Sponsor’s telephone number 2393481800
Plan sponsor’s address 315 THIRD AVE. N., NAPLES, FL, 34102

Plan administrator’s name and address
Administrator’s EIN 341575771
Plan administrator’s name PLANNED GIVING SYSTEMS AGENCY, INC.
Plan administrator’s address 315 THIRD AVE. N., NAPLES, FL, 34102
Administrator’s telephone number 4408088020

Signature of
Role Plan administrator
Date 2012-09-27
Name of individual signing MICHAEL D. BENSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Benson, Michael D Agent 5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103

President

Name Role Address
BENSON, MICHAEL D President 5150 TAMIAMI TRAIL N, SUITE 501 NAPLES, FL 34103

Secretary

Name Role Address
BENSON, MICHAEL D Secretary 5150 TAMIAMI TRAIL N, SUITE 501 NAPLES, FL 34103

Treasurer

Name Role Address
BENSON, MICHAEL D Treasurer 5150 TAMIAMI TRAIL N, SUITE 501 NAPLES, FL 34103

Director

Name Role Address
BENSON, MICHAEL D Director 5150 TAMIAMI TRAIL N, SUITE 501 NAPLES, FL 34103

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-01-26 5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103 No data
CHANGE OF PRINCIPAL ADDRESS 2021-11-10 5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103 No data
CHANGE OF MAILING ADDRESS 2021-11-10 5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103 No data
REGISTERED AGENT NAME CHANGED 2017-04-22 Benson, Michael D No data
REINSTATEMENT 2010-10-06 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2010-09-24 No data No data
MERGER 2007-12-26 No data CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 0. MERGER NUMBER 500000070855

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J15001132832 TERMINATED 1000000701477 COLUMBIA 2015-12-14 2025-12-17 $ 670.21 STATE OF FLORIDA, DEPARTMENT OF REVENUE, OUT OF STATE COLLECTIONS UNIT, 1415 W US HIGHWAY 90 STE 115, LAKE CITY FL320556123
J13000223892 TERMINATED 1000000284473 COLLIER 2012-11-20 2023-01-30 $ 2,966.09 STATE OF FLORIDA, DEPARTMENT OF REVENUE, OUT OF STATE COLLECTIONS UNIT, 1401 W US HIGHWAY 90 STE 100, LAKE CITY FL320556123

Documents

Name Date
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-02-04
ANNUAL REPORT 2020-01-23
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-04-22
ANNUAL REPORT 2016-04-25
ANNUAL REPORT 2015-05-01

Related by officers

BENSON, MICHAEL D

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Related by address

5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103

PGS PARTNERS, LLC

5150 TAMIAMI TRAIL N, SUITE 501, NAPLES, FL 34103

PGS PARTNERS, LLC

Date of last update: 26 Jan 2025

Sources: Florida Department of State

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