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HERITAGE CONSULTANTS, INC. - Florida Company Profile

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Company Details

Entity Name: HERITAGE CONSULTANTS, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

HERITAGE CONSULTANTS, 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: 12 Jul 1983 (42 years ago)
Document Number: G48376
FEI/EIN Number 592305659

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

Address: 170 East Haines Blvd., Lake Alfred, FL, 33850, US
Mail Address: 170 East Haines Blvd., P. O. BOX 1387, Lake Alfred, FL, 33850, US
ZIP code: 33850
City: Lake Alfred
County: Polk
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
UPTON OLIVIA A Treasurer 170 E HAINES BLVD, LAKE ALFRED, FL, 33850
SHAW JENNIFER President 170 E HAINES BLVD, LAKE ALFRED, FL, 33850
RAYBORN AMY Vice President 170 East Haines Blvd., Lake Alfred, FL, 33850
UPTON OLIVIA A Agent 170 E Haines Blvd, Lake Alfred, FL, 33850

Form 5500 Series

Employer Identification Number (EIN):
592305659
Plan Year:
2023
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
11
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
11
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G08364900171 HERITAGE CONSULTANTS EXPIRED 2008-12-29 2013-12-31 - POST OFFICE BOX 1730, 209 PALMETTO STREET, AUBURNDALE, FL, 33823
G08364900179 HERITAGE CONSULTANTS�PROFESSIONAL ADMINISTRATORS ACTIVE 2008-12-29 2028-12-31 - 170 EAST HAINES BLVD., LAKE ALFRED, FL, 33850
G03122900013 PROFESSIONAL ADMINISTRATORS ACTIVE 2003-05-02 2028-12-31 - 170 EAST HAINES BLVD, LAKE ALFRED, FL, 33850

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-04-14 UPTON, OLIVIA A -
REGISTERED AGENT ADDRESS CHANGED 2018-01-15 170 E Haines Blvd, Lake Alfred, FL 33850 -
CHANGE OF PRINCIPAL ADDRESS 2013-01-24 170 East Haines Blvd., Lake Alfred, FL 33850 -
CHANGE OF MAILING ADDRESS 2013-01-24 170 East Haines Blvd., Lake Alfred, FL 33850 -

Documents

Name Date
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-04-14
ANNUAL REPORT 2022-01-04
ANNUAL REPORT 2021-01-19
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-01-31
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-16
ANNUAL REPORT 2016-01-13
ANNUAL REPORT 2015-01-12

USAspending Awards / Financial Assistance

Date:
2020-04-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
148911.80
Total Face Value Of Loan:
148911.80

Paycheck Protection Program

Jobs Reported:
13
Initial Approval Amount:
$148,911.8
Date Approved:
2020-04-27
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$148,911.8
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Veteran
Forgiveness Amount:
$133,761.43
Servicing Lender:
Citizens Bank and Trust
Use of Proceeds:
Payroll: $148,911.8

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Date of last update: 02 Jul 2025

Sources: Florida Department of State