Business Planning Concepts, Inc.

Florida
Registered In
09/13/1984
Incorp. Date

Company Summary

Business Planning Concepts, Inc. in Jacksonville, FL lists Trefry Nicklaus A and Trefry Courtney M of Jacksonville, FL

Overview

Registered In
Florida
Incorporation Date
Company Type
Domestic Profit
Status
Active
Registration Type
Domestic
EIN
59-2442511
Email
******@newbusinessfiling.org
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People

Trefry Nicklaus A Registered Agent
10739 DEERWOOD PARK BLVD, JACKSONVILLE, FL 32256
Trefry Nicklaus A President
10739 DEERWOOD PARK BLVD, JACKSONVILLE, FL 32256
Trefry Courtney M VP,
10739 DEERWOOD PARK BLVD, JACKSONVILLE, FL 32256
Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

10739 DEERWOOD PARK BLVD STE 200-B, JACKSONVILLE, FL 32256 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Bpc Financial
Jacksonville, FL
Member Benefits
Jacksonville, FL

Financials

Financial Information for Business Planning Concepts, Inc.

Form 5500

BUSINESS PLANNING CONCEPTS, INC. DBA MEMBER BENEFITS

10739 Deerwood Park Blvd. Suite 200-b, Jacksonville, FL 32256 (904) 396-3696 EIN:59-2442511 Plan Admin:Nicklaus Trefry
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMEMBER BENEFITS 401(K) PLAN Plan #002 Participants BOY/EOY38 / 41 Assets BOY/EOY$2,391,840 / $2,023,261 2022 MEMBER BENEFITS 401(K) PLAN - Plan #002 38 / 41 $2,391,840 / $2,023,261
2021 Plan NameBUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST Plan #002 Participants BOY/EOY26 / 38 Assets BOY/EOY$1,430,216 / $2,391,840 2021 BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST - Plan #002 26 / 38 $1,430,216 / $2,391,840
2021 Plan NameBUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY12 / 0 Assets BOY/EOY$466,628 / $0 2021 BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 12 / 0 $466,628 / $0
2020 Plan NameBUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST Plan #002 Participants BOY/EOY28 / 27 Assets BOY/EOY$1,293,802 / $1,430,216 2020 BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST - Plan #002 28 / 27 $1,293,802 / $1,430,216
2020 Plan NameBUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY12 / 0 Assets BOY/EOY$2,826,750 / $466,628 2020 BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 12 / 0 $2,826,750 / $466,628
2019 Plan NameBUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN Plan #003 Participants BOY/EOY10 / 12 Assets BOY/EOY$4,463,281 / $2,826,750 2019 BUSINESS PLANNING CONCEPTS, INC. DEFINED BENEFIT PENSION PLAN - Plan #003 10 / 12 $4,463,281 / $2,826,750
2019 Plan NameBUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST Plan #002 Participants BOY/EOY21 / 21 Assets BOY/EOY$2,989,525 / $1,293,802 2019 BUSINESS PLANNING CONCEPTS INC 401 K PROFIT SHARING PLAN TRUST - Plan #002 21 / 21 $2,989,525 / $1,293,802
Benefit & Retirement Plans based on Form 5500.

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Address Match:10739 Deerwood Park Blvd Ste 200-B Jacksonville, FL
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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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