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  5. INSURANCE SERVICE OF SARASOTA, INC.

INSURANCE SERVICE OF SARASOTA, INC.

Company Details

Entity Name: INSURANCE SERVICE OF SARASOTA, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 26 Jun 1973 (52 years ago)
Last Event: AMENDMENT
Event Date Filed: 02 Nov 2006 (18 years ago)
Document Number: 429132
FEI/EIN Number 59-1483277
Address: 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229
Mail Address: POB 907, OSPREY, FL 34229
ZIP code: 34229
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INSURANCE SERVICE OF SARASOTA, INC. 401(K) SAVINGS PLAN 2023 591483277 2024-12-23 INSURANCE SERVICE OF SARASOTA INC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2024-12-23
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-12-23
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA, INC. 401(K) SAVINGS PLAN 2022 591483277 2023-10-10 INSURANCE SERVICE OF SARASOTA INC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2023-10-10
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-10
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2021 591483277 2022-07-08 INSURANCE SERVICE OF SARASOTA INC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2022-07-08
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-08
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2020 591483277 2021-06-28 INSURANCE SERVICE OF SARASOTA INC 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2021-06-28
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-28
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2019 591483277 2020-05-05 INSURANCE SERVICE OF SARASOTA INC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2020-05-05
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-05
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2018 591483277 2019-04-30 INSURANCE SERVICE OF SARASOTA INC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2019-04-30
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-04-30
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2017 591483277 2018-07-26 INSURANCE SERVICE OF SARASOTA INC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2018-07-26
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-26
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2016 591483277 2017-06-13 INSURANCE SERVICE OF SARASOTA INC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2017-06-13
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-13
Name of individual signing ERICA DAVIS
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2015 591483277 2016-07-12 INSURANCE SERVICE OF SARASOTA INC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2016-07-12
Name of individual signing JOHN DAUENHEIMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-12
Name of individual signing JOHN DAUENHEIMER
Valid signature Filed with authorized/valid electronic signature
INSURANCE SERVICE OF SARASOTA INC 401(K) SAVINGS PLAN 2014 591483277 2015-04-22 INSURANCE SERVICE OF SARASOTA INC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1991-01-01
Business code 524210
Sponsor’s telephone number 9419665606
Plan sponsor’s address 873 S TAMIAMI TRL, OSPREY, FL, 342299556

Signature of
Role Plan administrator
Date 2015-04-22
Name of individual signing JOHN DAUENHEIMER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-22
Name of individual signing JOHN DAUENHEIMER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DAVIS, ERICA D Agent 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229

President

Name Role Address
DAVIS, ERICA D President 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229

Secretary

Name Role Address
DAVIS, ERICA D Secretary 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229

Treasurer

Name Role Address
DAVIS, ERICA D Treasurer 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229

Vice President

Name Role Address
DAVIS, TREVOR J Vice President 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-01-11 DAVIS, ERICA D No data
CHANGE OF MAILING ADDRESS 2008-04-04 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229 No data
CHANGE OF PRINCIPAL ADDRESS 2007-04-30 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229 No data
AMENDMENT 2006-11-02 No data No data
REGISTERED AGENT ADDRESS CHANGED 1997-04-14 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229 No data

Documents

Name Date
ANNUAL REPORT 2025-01-09
ANNUAL REPORT 2024-01-11
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-01-11
ANNUAL REPORT 2021-01-25
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-01-11
AMENDED ANNUAL REPORT 2017-08-31
ANNUAL REPORT 2017-02-14

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 06 Feb 2025

Sources: Florida Department of State

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