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  5. SORRENTO ASSOCIATES, INC.

SORRENTO ASSOCIATES, INC. - Florida Company Profile

Company Details

Entity Name: SORRENTO ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit
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: 08 Jan 2013 (12 years ago)
Document Number: F13000000105
FEI/EIN Number 330099945

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1802 E Barefoot Pl, Vero Beach, FL, 32963, US
Mail Address: 1802 E Barefoot Pl, Vero Beach, FL, 32963, US
ZIP code: 32963
County: Indian River
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SORRENTO ASSOCIATES, INC. PROFIT SHARING PLAN 2021 330099945 2022-08-30 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 8587922700
Plan sponsor’s address 1802 E. BAREFOOT PL, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2022-08-30
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. PROFIT SHARING PLAN 2020 330099945 2021-10-11 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 8587922700
Plan sponsor’s address 1802 E. BAREFOOT PL, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. PROFIT SHARING PLAN 2019 330099945 2020-10-13 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 7602302074
Plan sponsor’s address 1802 E. BAREFOOT PLACE, SUITE 200, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2020-10-13
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. PROFIT SHARING PLAN 2018 330099945 2019-09-13 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 7602302074
Plan sponsor’s address 1802 E BAREFOOT PL, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2019-09-13
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. PROFIT SHARING PLAN 2017 330099945 2018-10-11 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 8587922700
Plan sponsor’s address 1802 E BAREFOOT PL, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2018-10-11
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. PROFIT SHARING PLAN 2016 330099945 2017-10-12 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 8587922700
Plan sponsor’s address 1802 E BAREFOOT PL, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2017-10-12
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2015 330099945 2016-10-14 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2000-01-01
Business code 523900
Sponsor’s telephone number 8587922700
Plan sponsor’s address 1802 E. BAREFOOT PLACE, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2016-10-14
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. PROFIT SHARING PLAN 2015 330099945 2016-09-01 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 8587922700
Plan sponsor’s address 1802 E. BAREFOOT PLACE, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2016-09-01
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2014 330099945 2015-09-03 SORRENTO ASSOCIATES, INC. 2
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 7602302074
Plan sponsor’s address 1802 E. BAREFOOT PLACE, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2015-09-03
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature
SORRENTO ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN 2013 330099945 2014-10-01 SORRENTO ASSOCIATES, INC. 3
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1986-01-01
Business code 523900
Sponsor’s telephone number 7602302074
Plan sponsor’s address 1802 E. BAREFOOT PLACE, VERO BEACH, FL, 32963

Signature of
Role Plan administrator
Date 2014-10-01
Name of individual signing ROBERT M. JAFFE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
JAFFE ROBERT M PCSD 1802 E Barefoot Pl, Vero Beach, FL, 32963
JAFFE ROBERT M Agent 1802 E BAREFOOT PL, VERO BEACH, FL, 32963

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-02-23 1802 E Barefoot Pl, Vero Beach, FL 32963 -
CHANGE OF MAILING ADDRESS 2015-02-23 1802 E Barefoot Pl, Vero Beach, FL 32963 -

Documents

Name Date
ANNUAL REPORT 2025-02-06
ANNUAL REPORT 2024-01-25
ANNUAL REPORT 2023-02-01
ANNUAL REPORT 2022-02-08
ANNUAL REPORT 2021-01-19
ANNUAL REPORT 2020-01-30
ANNUAL REPORT 2019-02-12
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-02-13
ANNUAL REPORT 2016-02-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7896427006 2020-04-08 0455 PPP 1802 E BAREFOOT PL, VERO BEACH, FL, 32963-4548
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 80300
Loan Approval Amount (current) 80300
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address VERO BEACH, INDIAN RIVER, FL, 32963-4548
Project Congressional District FL-08
Number of Employees 2
NAICS code 523910
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 80917.86
Forgiveness Paid Date 2021-01-20
3503988509 2021-02-24 0455 PPS 1802 E Barefoot Pl, Vero Beach, FL, 32963-4548
Loan Status Date 2021-10-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53577.5
Loan Approval Amount (current) 53577.5
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 N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Vero Beach, INDIAN RIVER, FL, 32963-4548
Project Congressional District FL-08
Number of Employees 2
NAICS code 523930
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 53876.64
Forgiveness Paid Date 2021-09-15

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Date of last update: 02 Mar 2025

Sources: Florida Department of State

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