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  5. INSURANCE SERVICE OF SARASOTA, INC.

INSURANCE SERVICE OF SARASOTA, INC. - Florida Company Profile

Company Details

Entity Name: INSURANCE SERVICE OF SARASOTA, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

INSURANCE SERVICE OF SARASOTA, 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: 26 Jun 1973 (52 years ago)
Last Event: AMENDMENT
Event Date Filed: 02 Nov 2006 (18 years ago)
Document Number: 429132
FEI/EIN Number 591483277

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 873 SOUTH TAMIAMI TRAIL, OSPREY, FL, 34229, US
Mail Address: POB 907, OSPREY, FL, 34229, US
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

Key Officers & Management

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

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-01-11 DAVIS, ERICA D -
CHANGE OF MAILING ADDRESS 2008-04-04 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229 -
CHANGE OF PRINCIPAL ADDRESS 2007-04-30 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229 -
AMENDMENT 2006-11-02 - -
REGISTERED AGENT ADDRESS CHANGED 1997-04-14 873 SOUTH TAMIAMI TRAIL, OSPREY, FL 34229 -

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1399267400 2020-05-04 0455 PPP 873 S. TAMIAMI TRL, OSPREY, FL, 34229-9556
Loan Status Date 2022-02-03
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 322257
Loan Approval Amount (current) 322257
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address OSPREY, SARASOTA, FL, 34229-9556
Project Congressional District FL-17
Number of Employees 25
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 444142
Originating Lender Name Seacoast National Bank
Originating Lender Address Sarasota, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 325721.26
Forgiveness Paid Date 2021-06-04

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Companies related by address

No other companies in our directory share the same address as INSURANCE SERVICE OF SARASOTA, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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