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FRED WILSON & ASSOCIATES, INC.

Company Details

Entity Name: FRED WILSON & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 13 Feb 1995 (30 years ago)
Last Event: AMENDMENT
Event Date Filed: 07 Dec 2011 (13 years ago)
Document Number: P95000012263
FEI/EIN Number 59-3303435
Address: 4340 Kincardine Drive, JACKSONVILLE, FL 32257
Mail Address: 4340 Kincardine Drive, Jacksonville, FL 32257
ZIP code: 32257
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2021 593303435 2022-10-12 FRED WILSON & ASSOCIATES, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2020 593303435 2021-07-30 FRED WILSON & ASSOCIATES, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2021-07-30
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-07-30
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2019 593303435 2020-09-10 FRED WILSON & ASSOCIATES, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2020-09-10
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-09-10
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2018 593303435 2019-04-18 FRED WILSON & ASSOCIATES, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2019-04-18
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-18
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2017 593303435 2018-06-19 FRED WILSON & ASSOCIATES, INC. 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2018-06-19
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-19
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2016 593303435 2017-10-13 FRED WILSON & ASSOCIATES, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2017-10-13
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-13
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2015 593303435 2016-10-11 FRED WILSON & ASSOCIATES, INC. 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2016-10-10
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-10
Name of individual signing ELLEN JACOBSON
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2014 593303435 2015-06-25 FRED WILSON & ASSOCIATES, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2015-06-25
Name of individual signing WILLIAM WILSON JR
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2013 593303435 2014-05-01 FRED WILSON & ASSOCIATES, INC. 37
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2014-05-01
Name of individual signing WILLIAM WILSON JR
Valid signature Filed with authorized/valid electronic signature
FRED WILSON & ASSOCIATES, INC. 401(K) SAVINGS PLAN 2012 593303435 2013-04-24 FRED WILSON & ASSOCIATES, INC. 40
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541330
Sponsor’s telephone number 9043988636
Plan sponsor’s address 3970 HENDRICKS AVENUE, JACKSONVILLE, FL, 322075398

Signature of

Role Plan administrator
Date 2013-04-24
Name of individual signing WILLIAM WILSON JR
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Wilson, William E., Jr. Agent 4340 Kincardine Drive, Jacksonville, FL 32257

Director

Name Role Address
WILSON, FRANK H, II Director 3970 HENDRICKS AVENUE, JACKSONVILLE, FL 32207
WILSON, FRANK H, III Director 3970 HENDRICKS AVE, JACKSONVILLE, FL 32207
WILSON, MICHAEL B Director 3970 HENDRICKS AVE, JACKSONVILLE, FL 32207

President

Name Role Address
WILSON, FRANK H, II President 3970 HENDRICKS AVENUE, JACKSONVILLE, FL 32207

DIRECTOR

Name Role Address
WILSON, WILLIAM E, JR. DIRECTOR 4340 KINCARDINE DR, JACKSONVILLE, FL 32257

EXEC. VP

Name Role Address
WILSON, WILLIAM E, JR. EXEC. VP 4340 KINCARDINE DR, JACKSONVILLE, FL 32257

Vice President

Name Role Address
WILSON, FRANK H, III Vice President 3970 HENDRICKS AVE, JACKSONVILLE, FL 32207
WILSON, MICHAEL B Vice President 3970 HENDRICKS AVE, JACKSONVILLE, FL 32207

Secretary

Name Role Address
WILSON, FRANK H, III Secretary 3970 HENDRICKS AVE, JACKSONVILLE, FL 32207

Treasurer

Name Role Address
WILSON, MICHAEL B Treasurer 3970 HENDRICKS AVE, JACKSONVILLE, FL 32207

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-02-05 4340 Kincardine Drive, JACKSONVILLE, FL 32257 No data
CHANGE OF MAILING ADDRESS 2024-02-05 4340 Kincardine Drive, JACKSONVILLE, FL 32257 No data
REGISTERED AGENT NAME CHANGED 2024-02-05 Wilson, William E., Jr. No data
REGISTERED AGENT ADDRESS CHANGED 2024-02-05 4340 Kincardine Drive, Jacksonville, FL 32257 No data
AMENDMENT 2011-12-07 No data No data

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-03-22
ANNUAL REPORT 2021-02-04
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-02-12
ANNUAL REPORT 2018-03-13
ANNUAL REPORT 2017-01-16
ANNUAL REPORT 2016-01-27
ANNUAL REPORT 2015-01-22

Date of last update: 02 Feb 2025

Sources: Florida Department of State