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MILLER, HELMS & FOLK, PA - Florida Company Profile

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Company Details

Entity Name: MILLER, HELMS & FOLK, PA
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 18 Oct 1990 (35 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 17 Nov 1997 (28 years ago)
Document Number: S06883
FEI/EIN Number 650225494
Address: 6326 WHISKEY CREEK DRIVE, FT. MYERS, FL, 33919
Mail Address: 6326 WHISKEY CREEK DRIVE, FT. MYERS, FL, 33919
ZIP code: 33919
City: Fort Myers
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
JOHNSON KATHLEEN K President 5238 SW 2ND AVE, CAPE CORAL, FL, 33914
GOGERTY JAMES M Vice President 2209 S.W. 15TH AVE`, CAPE CORAL, FL, 33991
JOHNSON KATHLEEN K Agent 6326 WHISKEY CREEK DR, FORT MYERS, FL, 33919

Form 5500 Series

Employer Identification Number (EIN):
650225494
Plan Year:
2023
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
12
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
14
Sponsors Telephone Number:

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2013-03-23 JOHNSON, KATHLEEN K -
CHANGE OF MAILING ADDRESS 2012-01-09 6326 WHISKEY CREEK DRIVE, FT. MYERS, FL 33919 -
CHANGE OF PRINCIPAL ADDRESS 2009-03-24 6326 WHISKEY CREEK DRIVE, FT. MYERS, FL 33919 -
REGISTERED AGENT ADDRESS CHANGED 2006-01-05 6326 WHISKEY CREEK DR, FORT MYERS, FL 33919 -
NAME CHANGE AMENDMENT 1997-11-17 MILLER, HELMS & FOLK, PA -
NAME CHANGE AMENDMENT 1994-11-03 MILLER & HELMS, P.A. -
NAME CHANGE AMENDMENT 1993-11-15 CHED MILLER & ASSOCIATES, P.A. -
NAME CHANGE AMENDMENT 1991-11-08 MILLER & REED, P.A. -

Documents

Name Date
ANNUAL REPORT 2025-01-02
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-02-01
ANNUAL REPORT 2021-01-21
ANNUAL REPORT 2020-01-28
ANNUAL REPORT 2019-01-15
ANNUAL REPORT 2018-03-09
ANNUAL REPORT 2017-04-15
ANNUAL REPORT 2016-04-07

USAspending Awards / Financial Assistance

Date:
2020-04-28
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
126700.00
Total Face Value Of Loan:
126700.00

Paycheck Protection Program

Jobs Reported:
16
Initial Approval Amount:
$126,700
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$126,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$128,446.03
Servicing Lender:
Busey Bank
Use of Proceeds:
Payroll: $95,025
Rent: $31,675

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Date of last update: 02 Aug 2025

Sources: Florida Department of State