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  5. WESTGATE-JONES INSURANCE AGENCY, INC.

WESTGATE-JONES INSURANCE AGENCY, INC. - Florida Company Profile

Company Details

Entity Name: WESTGATE-JONES INSURANCE AGENCY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

WESTGATE-JONES INSURANCE AGENCY, 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: 14 Sep 1979 (46 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 18 Dec 1980 (44 years ago)
Document Number: 637310
FEI/EIN Number 591969886

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2341 South St, LEESBURG, FL, 34748, US
Mail Address: P.O. BOX 490449, LEESBURG, FL, 34749, US
ZIP code: 34748
County: Lake
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 591969886 2024-09-19 WESTGATE - JONES INSURANCE AGENCY, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 3527877548
Plan sponsor’s address P.O. BOX 490449, LEESBURG, FL, 34749

Signature of
Role Plan administrator
Date 2024-09-19
Name of individual signing MICHAEL VANDERFORD
Valid signature Filed with authorized/valid electronic signature
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 591969886 2023-09-21 WESTGATE - JONES INSURANCE AGENCY, INC. 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 524210
Sponsor’s telephone number 3527877548
Plan sponsor’s address P.O. BOX 490449, LEESBURG, FL, 34749

Signature of
Role Plan administrator
Date 2023-09-21
Name of individual signing MICHAEL VANDERFORD
Valid signature Filed with authorized/valid electronic signature
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 591969886 2022-08-16 WESTGATE - JONES INSURANCE AGENCY, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 3527877548
Plan sponsor’s address 3411 W. MAIN STREET, SUITE 5, LEESBURG, FL, 34748

Signature of
Role Plan administrator
Date 2022-08-16
Name of individual signing RANDY JONES
Valid signature Filed with authorized/valid electronic signature
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 591969886 2021-07-13 WESTGATE - JONES INSURANCE AGENCY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 3527877548
Plan sponsor’s address 3411 W. MAIN STREET, SUITE 5, LEESBURG, FL, 34748

Signature of
Role Plan administrator
Date 2021-07-13
Name of individual signing RANDY JONES
Valid signature Filed with authorized/valid electronic signature
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 591969886 2020-10-09 WESTGATE - JONES INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 3527877548
Plan sponsor’s address 3411 W. MAIN STREET, SUITE 5, LEESBURG, FL, 34748

Signature of
Role Plan administrator
Date 2020-10-09
Name of individual signing RANDY JONES
Valid signature Filed with authorized/valid electronic signature
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 591969886 2019-10-14 WESTGATE - JONES INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 3527877548
Plan sponsor’s address 3411 W. MAIN STREET, SUITE 5, LEESBURG, FL, 34748

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing RANDY JONES
Valid signature Filed with authorized/valid electronic signature
WESTGATE - JONES INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 591969886 2018-07-25 WESTGATE - JONES INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 812990
Sponsor’s telephone number 3527877548
Plan sponsor’s address 3411 W. MAIN STREET, SUITE 5, LEESBURG, FL, 34748

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing RANDY JONES
Valid signature Filed with authorized/valid electronic signature
WESTGATE-JONES INSURANCE 401(K) PLAN 2009 591969886 2010-10-11 WESTGATE-JONES INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 3527877548
Plan sponsor’s address 2336 WEST MAIN STREET, LEESBURG, FL, 34748

Plan administrator’s name and address
Administrator’s EIN 591969886
Plan administrator’s name WESTGATE-JONES INSURANCE AGENCY, INC.
Plan administrator’s address 2336 WEST MAIN STREET, LEESBURG, FL, 34748
Administrator’s telephone number 3527877548

Signature of
Role Plan administrator
Date 2010-10-11
Name of individual signing MARK YAHOUDY
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
JONES JR, RANDY A. Agent 2341 South St, LEESBURG, FL, 34748
JONES RANDY A President 32600 Whitney Rd, Leesburg, FL, 34748

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G12000043870 SOUTHSTAR INSURANCE EXPIRED 2012-05-10 2017-12-31 - 435 DOUGLAS AVE., SUITE 1008, ALTAMONTE SPRINGS, FL, 32714

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-23 2341 South St, LEESBURG, FL 34748 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-23 2341 South St, LEESBURG, FL 34748 -
CHANGE OF MAILING ADDRESS 2013-01-28 2341 South St, LEESBURG, FL 34748 -
REGISTERED AGENT NAME CHANGED 2010-04-23 JONES JR, RANDY A. -
NAME CHANGE AMENDMENT 1980-12-18 WESTGATE-JONES INSURANCE AGENCY, INC. -

Documents

Name Date
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-03-15
ANNUAL REPORT 2020-02-05
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-26
ANNUAL REPORT 2016-02-04
ANNUAL REPORT 2015-01-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5164807302 2020-04-30 0491 PPP 3411 W. Main Street, suite 5, Leesburg, FL, 34748
Loan Status Date 2021-02-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 109500
Loan Approval Amount (current) 109500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Leesburg, LAKE, FL, 34748-0001
Project Congressional District FL-11
Number of Employees 13
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 110303
Forgiveness Paid Date 2021-01-27

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Companies related by address

2341 South St, LEESBURG, FL, 34748, US

WESTGATE-JONES INSURANCE OF FLORIDA, LLC

Date of last update: 01 May 2025

Sources: Florida Department of State

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