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  5. CHARLOTTE HEART & VASCULAR INSTITUTE, P.A.

CHARLOTTE HEART & VASCULAR INSTITUTE, P.A.

Company Details

Entity Name: CHARLOTTE HEART & VASCULAR INSTITUTE, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 28 Apr 1999 (26 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 05 Nov 2024 (3 months ago)
Document Number: P99000038702
FEI/EIN Number 650903800
Address: 18401 Murdock Cir., Suite A, PORT CHARLOTTE, FL, 33948, US
Mail Address: 18401 Murdock Cir., PORT CHARLOTTE, FL, 33948, US
ZIP code: 33948
County: Charlotte
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2022 650903800 2023-02-27 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 55
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2023-02-27
Name of individual signing TERENCE P. CONNELLY, M.D.
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2021 650903800 2022-05-10 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 64
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2022-05-10
Name of individual signing TERENCE P. CONNELLY, M.D.
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2020 650903800 2021-10-15 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 67
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2021-10-15
Name of individual signing TERENCE P. CONNELLY, M.D.
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2019 650903800 2020-09-16 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 70
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357076
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2020-09-16
Name of individual signing JOSEPH MAZZAFERRO
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2018 650903800 2019-10-01 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 81
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357076
Plan sponsor’s address 1504 KINGS HIGHWAY, SUITE 300, PORT CHARLOTTE, FL, 33980

Signature of
Role Plan administrator
Date 2019-10-01
Name of individual signing JOSEPH MAZZAFERRO
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2017 650903800 2018-10-15 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 80
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2018-10-15
Name of individual signing SERGIO COSSU
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2016 650903800 2018-01-30 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2018-01-30
Name of individual signing SERGIO COSSU
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2015 650903800 2016-10-17 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing SERGIO COSSU
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2014 650903800 2015-10-15 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 73
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing SERGIO COSSU
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 401(K)PROFIT SHARING PLAN & TRUST 2013 650903800 2014-10-15 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. 63
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2004-07-01
Business code 621111
Sponsor’s telephone number 9412357039
Plan sponsor’s address 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Signature of
Role Plan administrator
Date 2014-10-15
Name of individual signing TERENCE P. CONNELLY, M.D.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Nash Rhonda Agent 18401 Murdock Cir, PORT CHARLOTTE, FL, 33948

Vice President

Name Role Address
LOPEZ MARIO JDr. Vice President 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

President

Name Role Address
CONNELLY TERENCE PDr. President 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Managing Member

Name Role Address
MARTINEZ RICARDO RDr. Managing Member 3340 TAMIAMI TRAIL, PORT CHARLOTTE, FL, 33952

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-11-05 18401 Murdock Cir, A, PORT CHARLOTTE, FL 33948 No data
CHANGE OF PRINCIPAL ADDRESS 2024-11-05 18401 Murdock Cir., Suite A, PORT CHARLOTTE, FL 33948 No data
CHANGE OF MAILING ADDRESS 2024-11-05 18401 Murdock Cir., Suite A, PORT CHARLOTTE, FL 33948 No data
REGISTERED AGENT NAME CHANGED 2024-11-05 Nash, Rhonda No data
REINSTATEMENT 2024-11-05 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2023-09-22 No data No data
AMENDMENT 2007-12-27 No data No data
NAME CHANGE AMENDMENT 1999-06-11 CHARLOTTE HEART & VASCULAR INSTITUTE, P.A. No data

Documents

Name Date
REINSTATEMENT 2024-11-05
ANNUAL REPORT 2022-03-18
ANNUAL REPORT 2021-01-21
ANNUAL REPORT 2020-02-19
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-02-27
ANNUAL REPORT 2017-03-22
ANNUAL REPORT 2016-03-22
ANNUAL REPORT 2015-03-13
ANNUAL REPORT 2014-03-23

Related by officers

LOPEZ MARIO JDr.

CORAZON DIAGNOSTICS, LLC

CONNELLY TERENCE PDr.

CHARLOTTE CARDIAC RESEARCH CENTER, INC. CORAZON DIAGNOSTICS, LLC

MARTINEZ RICARDO RDr.

CHARLOTTE CARDIAC RESEARCH CENTER, INC. CORAZON DIAGNOSTICS, LLC

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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