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  5. STEWART & SONS INSURANCE, INC.

STEWART & SONS INSURANCE, INC.

Company Details

Entity Name: STEWART & SONS INSURANCE, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 11 Dec 1957 (67 years ago)
Document Number: 208155
FEI/EIN Number 590817890
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

Agent

Name Role Address
Stewart Jim R Agent 16190 Forest Oaks Drive, Fort Myers, FL, 33908

President

Name Role Address
STEWART, JAMES R. President 8548 CRYSTAL CT., FORT MYERS, FL, 33907

Vice President

Name Role Address
STEWART, LINDA L. Vice President 8548 CRYSTAL CT., FORT MYERS, FL, 33907

Secretary

Name Role Address
PORTER,SANDRA L. Secretary 8548 CRYSTAL CT., FORT MYERS, FL, 33907

Treasurer

Name Role Address
Stewart Gary W Treasurer 8548 CRYSTAL CT., FORT MYERS, FL, 33907

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 1980-03-31 STEWART & SONS INSURANCE, INC. No data

Related by officers

STEWART, JAMES R.

WEST CENTRAL FLORIDA INVESTMENT PROPERTIES, INC. FIRST CITY BANCSHARES, INC. GRANDMA'S, INC. J. S. REALTY, INC. THE STEWART CO STEWART AND SON, CONSTRUCTION, INC. CACTUS TRUCKING COMPANY, INC.

Related by address

No related companies by address

Date of last update: 02 Jan 2025

Sources: Florida Department of State

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