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BENEFITS & PLANNING, INC. - Florida Company Profile

Company Details

Entity Name: BENEFITS & PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BENEFITS & PLANNING, 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: 30 Apr 1979 (46 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 11 Feb 1988 (37 years ago)
Document Number: 619282
FEI/EIN Number 591969802

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2426 BEE RIDGE ROAD, UNIT B, SARASOTA, FL, 34239, US
Mail Address: PO BOX 1079, SARASOTA, FL, 34230, US
ZIP code: 34239
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
COLLINS TAYLOR T President P.O. BOX 1079, SARASOTA, FL, 34230
TOLLERTON JAMES B Vice President BOX 1079, SARASOTA, FL, 34230
COLLINS STEVAN Secretary PO BOX 1079, SARASOTA, FL, 34230
LPS CORPORATE SERVICES, INC. Agent -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000022317 PROFESSIONAL BENEFITS ACTIVE 2021-02-16 2026-12-31 - 2426 BEE RIDGE ROAD, UNIT B, SARASOTA, FL, 34239

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-02-19 2426 BEE RIDGE ROAD, UNIT B, SARASOTA, FL 34239 -
CHANGE OF MAILING ADDRESS 2019-02-08 2426 BEE RIDGE ROAD, UNIT B, SARASOTA, FL 34239 -
REGISTERED AGENT ADDRESS CHANGED 2017-01-10 1858 Ringling Blvd, Ste 300, SARASOTA, FL 34236 -
REGISTERED AGENT NAME CHANGED 2004-04-12 LPS CORPORATE SERVICES, INC. -
NAME CHANGE AMENDMENT 1988-02-11 BENEFITS & PLANNING, INC. -

Documents

Name Date
ANNUAL REPORT 2024-03-19
ANNUAL REPORT 2023-01-27
ANNUAL REPORT 2022-02-04
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-02-03
ANNUAL REPORT 2019-02-08
ANNUAL REPORT 2018-02-15
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-19
ANNUAL REPORT 2015-01-27

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5889077109 2020-04-14 0455 PPP 2426 BEE RIDGE RD Unit B, SARASOTA, FL, 34239-6350
Loan Status Date 2021-01-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 22100
Loan Approval Amount (current) 22100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17715
Servicing Lender Name The Bank of Tampa
Servicing Lender Address 601 Bayshore Blvd, TAMPA, FL, 33606-2747
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARASOTA, SARASOTA, FL, 34239-6350
Project Congressional District FL-17
Number of Employees 3
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 17715
Originating Lender Name The Bank of Tampa
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 22247.13
Forgiveness Paid Date 2020-12-28

Date of last update: 01 Apr 2025

Sources: Florida Department of State