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  5. SRM INDUSTRIES, INC.

SRM INDUSTRIES, INC.

Company Details

Entity Name: SRM INDUSTRIES, INC.
Jurisdiction: FLORIDA
Filing Type: Foreign Profit Corporation
Status: Active
Date Filed: 24 Aug 2020 (5 years ago)
Document Number: F20000003966
FEI/EIN Number 20-2978853
Address: 550 S OCEAN BLVD STE 903, BOCA RATON, FL 33432
Mail Address: 550 S OCEAN BLVD STE 903, BOCA RATON, FL 33432
ZIP code: 33432
County: Palm Beach
Place of Formation: NEVADA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SRM INDUSTRIES, INC. CASH BALANCE PLAN & TRUST 2023 202978853 2024-10-08 SRM INDUSTRIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S. OCEAN BLVD., APT. 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. 401(K) PLAN & TRUST 2023 202978853 2024-10-18 SRM INDUSTRIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S. OCEAN BLVD., APT. 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2024-10-18
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-18
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. 401(K) PLAN & TRUST 2023 202978853 2024-05-02 SRM INDUSTRIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S. OCEAN BLVD., APT. 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-05-02
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. CASH BALANCE PLAN & TRUST 2022 202978853 2023-09-08 SRM INDUSTRIES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S. OCEAN BLVD., APT. 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2023-09-08
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-09-08
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. 401(K) PLAN & TRUST 2022 202978853 2023-07-08 SRM INDUSTRIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S. OCEAN BLVD., UNIT 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2023-07-08
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-07-08
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. CASH BALANCE PLAN & TRUST 2021 202978853 2022-10-11 SRM INDUSTRIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S OCEAN BLVD., APT. 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2022-10-11
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-11
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. 401(K) PLAN & TRUST 2021 202978853 2022-10-03 SRM INDUSTRIES, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S. OCEAN BLVD., UNIT 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2022-10-03
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-03
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. CASH BALANCE PLAN & TRUST 2020 202978853 2021-10-11 SRM INDUSTRIES, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S OCEAN BLVD APT 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2021-10-11
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-11
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
SRM INDUSTRIES, INC. 401(K) PLAN & TRUST 2020 202978853 2021-08-27 SRM INDUSTRIES, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 339900
Sponsor’s telephone number 8476877197
Plan sponsor’s address 550 S OCEAN BLVD., APT. 903, BOCA RATON, FL, 33432

Signature of
Role Plan administrator
Date 2021-08-27
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-27
Name of individual signing MARY JACOBSEN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JACOBSEN, MARY T Agent 550 S OCEAN BVLD STE 903, BOCA RATON, FL 33432

DIRP

Name Role Address
JACOBSEN, MARY T DIRP 550 S OCEAN BLVD STE 903, BOCA RATON, FL 33432

Secretary

Name Role Address
JACOBSEN, MARY T Secretary 550 S OCEAN BLVD STE 903, BOCA RATON, FL 33432

TREASURER

Name Role Address
JACOBSEN, MARY T TREASURER 550 S OCEAN BLVD STE 903, BOCA RATON, FL 33432

Director

Name Role Address
JACOBSEN, JAY BERNARD, JR Director 550 S OCEAN BLVD STE #903, BOCA RATON, FL 33432

Documents

Name Date
ANNUAL REPORT 2024-03-03
ANNUAL REPORT 2023-04-22
ANNUAL REPORT 2022-03-30
ANNUAL REPORT 2021-02-01
Foreign Profit 2020-08-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2367478302 2021-01-20 0455 PPS 550 S Ocean Blvd Apt 903, Boca Raton, FL, 33432-5680
Loan Status Date 2022-02-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 146712.5
Loan Approval Amount (current) 146712.5
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21442
Servicing Lender Name BMO Bank National Association
Servicing Lender Address 320 S Canal St, Chicago, IL, 60606
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Boca Raton, PALM BEACH, FL, 33432-5680
Project Congressional District FL-23
Number of Employees 6
NAICS code 423840
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 21442
Originating Lender Name BMO Bank National Association
Originating Lender Address Chicago, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 148099.23
Forgiveness Paid Date 2022-01-13

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Date of last update: 14 Feb 2025

Sources: Florida Department of State

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