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  5. C. MICHAEL POLK & ASSOCIATES, INC.

C. MICHAEL POLK & ASSOCIATES, INC.

Company Details

Entity Name: C. MICHAEL POLK & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 26 Jul 1993 (32 years ago)
Last Event: AMENDMENT
Event Date Filed: 06 Aug 1999 (26 years ago)
Document Number: P93000052518
FEI/EIN Number 650505259
Address: 28260 Airpark Dr, SUITE 103, PUNTA GORDA, FL, 33982, US
Mail Address: P O BOX 510215, PUNTA GORDA, FL, 33951, US
ZIP code: 33982
County: Charlotte
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
C. MICHAEL POLK & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2014 650505259 2015-10-14 C. MICHAEL POLK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 531390
Sponsor’s telephone number 9412052033
Plan sponsor’s address P.O. BOX 510215, 660 CHARLOTTE STREET, SUITE 5, PUNTA GORDA, FL, 339510215

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing C. MICHAEL POLK
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 650505259 2015-10-14 C. MICHAEL POLK & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 531390
Sponsor’s telephone number 9412559286
Plan sponsor’s address PO BOX 510215, PUNTA GORDA, FL, 339510215

Signature of
Role Plan administrator
Date 2015-10-14
Name of individual signing C. MICHAEL POLK
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2013 650505259 2014-10-07 C. MICHAEL POLK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 531390
Sponsor’s telephone number 9412052033
Plan sponsor’s address P.O. BOX 510215, 660 CHARLOTTE STREET, SUITE 5, PUNTA GORDA, FL, 339510215

Signature of
Role Plan administrator
Date 2014-10-07
Name of individual signing C. MICHAEL POLK
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 650505259 2014-06-05 C. MICHAEL POLK & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 531390
Sponsor’s telephone number 9412559286
Plan sponsor’s address PO BOX 510215, PUNTA GORDA, FL, 339510215

Signature of
Role Plan administrator
Date 2014-06-05
Name of individual signing C. MICHAEL POLK
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2012 650505259 2014-10-07 C. MICHAEL POLK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 531390
Sponsor’s telephone number 9412052033
Plan sponsor’s address P.O. BOX 510215, PUNTA GORDA, FL, 339510215

Signature of
Role Plan administrator
Date 2014-10-07
Name of individual signing C. MICHAEL POLK
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 650505259 2013-10-11 C. MICHAEL POLK & ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 531390
Sponsor’s telephone number 9412559286
Plan sponsor’s address PO BOX 510215, PUNTA GORDA, FL, 339510215

Signature of
Role Plan administrator
Date 2013-10-11
Name of individual signing C. MICHAEL POLK
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 650505259 2012-02-27 C. MICHAEL POLK & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 531390
Sponsor’s telephone number 9412559286
Plan sponsor’s address PO BOX 510215, PUNTA GORDA, FL, 339510215

Plan administrator’s name and address
Administrator’s EIN 650505259
Plan administrator’s name C. MICHAEL POLK & ASSOCIATES, INC.
Plan administrator’s address PO BOX 510215, PUNTA GORDA, FL, 339510215
Administrator’s telephone number 9412559286

Signature of
Role Plan administrator
Date 2012-02-27
Name of individual signing JACQUELINE WILLIAMS
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 650505259 2011-09-01 C. MICHAEL POLK & ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 531390
Sponsor’s telephone number 9412559286
Plan sponsor’s address PO BOX 510215, PUNTA GORDA, FL, 339510215

Plan administrator’s name and address
Administrator’s EIN 650505259
Plan administrator’s name C. MICHAEL POLK & ASSOCIATES, INC.
Plan administrator’s address PO BOX 510215, PUNTA GORDA, FL, 339510215
Administrator’s telephone number 9412559286

Signature of
Role Plan administrator
Date 2011-09-01
Name of individual signing JACQUELINE WILLIAMS
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2010 650505259 2011-10-12 C. MICHAEL POLK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 531390
Sponsor’s telephone number 9412052033
Plan sponsor’s address P.O. BOX 510215, PUNTA GORDA, FL, 339510215

Plan administrator’s name and address
Administrator’s EIN 650505259
Plan administrator’s name C. MICHAEL POLK & ASSOCIATES, INC.
Plan administrator’s address P.O. BOX 510215, PUNTA GORDA, FL, 339510215
Administrator’s telephone number 9412052033

Signature of
Role Plan administrator
Date 2011-10-12
Name of individual signing JACQUELINE WILLIAMS
Valid signature Filed with authorized/valid electronic signature
C. MICHAEL POLK & ASSOCIATES, INC. DEFINED BENEFIT PLAN 2009 650505259 2010-10-15 C. MICHAEL POLK & ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2005-01-01
Business code 531390
Sponsor’s telephone number 9412052033
Plan sponsor’s address P.O. BOX 510215, PUNTA GORDA, FL, 339510215

Plan administrator’s name and address
Administrator’s EIN 650505259
Plan administrator’s name C. MICHAEL POLK & ASSOCIATES, INC.
Plan administrator’s address P.O. BOX 510215, PUNTA GORDA, FL, 339510215
Administrator’s telephone number 9412052033

Signature of
Role Plan administrator
Date 2010-10-15
Name of individual signing JACQUELINE WILLIAMS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Polk Charles MIII Agent 28260 Airpark Dr, Punta Gorda, FL, 33982

President

Name Role Address
POLK C. MICHAEL I President P.O. BOX 501215, PUNTA GORDA, FL, 339510215

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2018-04-27 28260 Airpark Dr, SUITE 103, PUNTA GORDA, FL 33982 No data
REGISTERED AGENT NAME CHANGED 2018-04-27 Polk, Charles M, III No data
REGISTERED AGENT ADDRESS CHANGED 2018-04-27 28260 Airpark Dr, Suite 103, Punta Gorda, FL 33982 No data
CHANGE OF MAILING ADDRESS 2005-01-21 28260 Airpark Dr, SUITE 103, PUNTA GORDA, FL 33982 No data
AMENDMENT 1999-08-06 No data No data

Documents

Name Date
ANNUAL REPORT 2024-04-09
ANNUAL REPORT 2023-04-10
ANNUAL REPORT 2022-04-12
ANNUAL REPORT 2021-03-12
ANNUAL REPORT 2020-06-27
ANNUAL REPORT 2019-04-18
ANNUAL REPORT 2018-04-27
ANNUAL REPORT 2017-04-27
ANNUAL REPORT 2016-03-31
ANNUAL REPORT 2015-04-29

Related by officers

No related officers

Related by address

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Date of last update: 02 Feb 2025

Sources: Florida Department of State

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