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  5. STEWART & SONS INSURANCE, INC.

STEWART & SONS INSURANCE, INC. - Florida Company Profile

Company Details

Entity Name: STEWART & SONS INSURANCE, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

STEWART & SONS INSURANCE, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 11 Dec 1957 (67 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 31 Mar 1980 (45 years ago)
Document Number: 208155
FEI/EIN Number 590817890

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 8548 CRYSTAL CT., FORT MYERS, FL, 33907, US
Mail Address: PO BOX 60029, FORT MYERS, FL, 33906, US
ZIP code: 33907
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 590817890 2024-08-27 STEWART & SONS INSURANCE, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 590817890 2023-09-25 STEWART & SONS INSURANCE, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 590817890 2022-03-31 STEWART & SONS INSURANCE, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 590817890 2021-01-28 STEWART & SONS INSURANCE, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817

Signature of
Role Plan administrator
Date 2021-01-28
Name of individual signing JIM R STEWART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-01-28
Name of individual signing JIM R STEWART
Valid signature Filed with authorized/valid electronic signature
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 590817890 2020-07-30 STEWART & SONS INSURANCE, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817

Signature of
Role Plan administrator
Date 2020-07-30
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-07-30
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 590817890 2019-09-19 STEWART & SONS INSURANCE, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817

Signature of
Role Plan administrator
Date 2019-09-19
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-09-19
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 590817890 2018-07-25 STEWART & SONS INSURANCE, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-25
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 590817890 2017-04-13 STEWART & SONS INSURANCE, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817

Signature of
Role Plan administrator
Date 2017-04-13
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-13
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 590817890 2016-05-17 STEWART & SONS INSURANCE, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817

Signature of
Role Plan administrator
Date 2016-05-17
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-17
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
STEWART & SONS INSURANCE, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 590817890 2015-07-22 STEWART & SONS INSURANCE, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-01-01
Business code 524210
Sponsor’s telephone number 2399368844
Plan sponsor’s address 8548 CRYSTAL COURT, FORT MYERS, FL, 339073817

Signature of
Role Plan administrator
Date 2015-07-22
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-22
Name of individual signing JIM STEWART
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Stewart Gary W Treasurer 8548 CRYSTAL CT., FORT MYERS, FL, 33907
Stewart Jim R Agent 16190 Forest Oaks Drive, Fort Myers, FL, 33908
STEWART, JAMES R. President 8548 CRYSTAL CT., FORT MYERS, FL, 33907
STEWART, LINDA L. Vice President 8548 CRYSTAL CT., FORT MYERS, FL, 33907
PORTER,SANDRA L. Secretary 8548 CRYSTAL CT., FORT MYERS, FL, 33907

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2019-01-08 Stewart, Jim R -
REGISTERED AGENT ADDRESS CHANGED 2019-01-08 16190 Forest Oaks Drive, Fort Myers, FL 33908 -
CHANGE OF PRINCIPAL ADDRESS 2001-01-08 8548 CRYSTAL CT., FORT MYERS, FL 33907 -
CHANGE OF MAILING ADDRESS 2000-01-29 8548 CRYSTAL CT., FORT MYERS, FL 33907 -
NAME CHANGE AMENDMENT 1980-03-31 STEWART & SONS INSURANCE, INC. -

Documents

Name Date
ANNUAL REPORT 2025-02-06
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-01-08
ANNUAL REPORT 2018-01-19
ANNUAL REPORT 2017-01-11
ANNUAL REPORT 2016-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5053197306 2020-04-30 0455 PPP 8548 Crystal Court,, Fort Myers, FL, 33907
Loan Status Date 2021-10-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 206200
Loan Approval Amount (current) 206200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Fort Myers, LEE, FL, 33907-1000
Project Congressional District FL-19
Number of Employees 11
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 209013.36
Forgiveness Paid Date 2021-09-16

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Companies related by address

No other companies in our directory share the same address as STEWART & SONS INSURANCE, INC.

Date of last update: 02 Apr 2025

Sources: Florida Department of State

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