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ATKINSON & ASSOCIATES INSURANCE, INC. - Florida Company Profile

Company Details

Entity Name: ATKINSON & ASSOCIATES INSURANCE, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ATKINSON & ASSOCIATES INSURANCE, 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: 10 Jul 1984 (41 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 18 Jul 2002 (23 years ago)
Document Number: H11612
FEI/EIN Number 592480879

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

Address: 1537 BRANTLEY ROAD, BUILDING C, FT MYERS, FL, 33907, US
Mail Address: 1537 BRANTLEY ROAD, BUILDING C, FT MYERS, FL, 33907, US
ZIP code: 33907
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2023 592480879 2024-07-18 ATKINSON & ASSOCIATES INSURANCE, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 524210
Sponsor’s telephone number 2394375555
Plan sponsor’s address 1537 BRANTLEY ROAD, BLDG. C, FORT MYERS, FL, 33907
ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2022 592480879 2023-09-18 ATKINSON & ASSOCIATES INSURANCE, INC. 5
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 524210
Sponsor’s telephone number 2394375555
Plan sponsor’s address 1537 BRANTLEY ROAD, BLDG. C, FORT MYERS, FL, 33907
ATKINSON & ASSOCIATES INSURANCE, INC. 401(K) PROFIT SHARING PLAN 2022 592480879 2024-03-28 ATKINSON & ASSOCIATES INSURANCE, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1993-01-01
Business code 524210
Sponsor’s telephone number 2394375555
Plan sponsor’s address 1537 BRANTLEY ROAD, BLDG. C, FORT MYERS, FL, 33907

Key Officers & Management

Name Role Address
ATKINSON ANDREW C Secretary 1537 BRANTLEY ROAD BLDG C, FORT MYERS, FL, 33907
ATKINSON PAUL GEORGE President 1537 BRANTLEY ROAD BLDG C, FORT MYERS, FL, 33907
ATKINSON, PAUL G Agent 1537 BRANTLEY ROAD, FORT MYERS, FL, 33907

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2013-04-10 ATKINSON, PAUL G -
CHANGE OF MAILING ADDRESS 2011-03-24 1537 BRANTLEY ROAD, BUILDING C, FT MYERS, FL 33907 -
REGISTERED AGENT ADDRESS CHANGED 2003-03-27 1537 BRANTLEY ROAD, BLDG C, FORT MYERS, FL 33907 -
NAME CHANGE AMENDMENT 2002-07-18 ATKINSON & ASSOCIATES INSURANCE, INC. -
CHANGE OF PRINCIPAL ADDRESS 2002-07-02 1537 BRANTLEY ROAD, BUILDING C, FT MYERS, FL 33907 -
NAME CHANGE AMENDMENT 1985-08-14 ATKINSON-GOWER RISK MANAGEMENT, INC. -

Documents

Name Date
ANNUAL REPORT 2024-03-17
ANNUAL REPORT 2023-02-05
ANNUAL REPORT 2022-02-06
ANNUAL REPORT 2021-04-11
ANNUAL REPORT 2020-02-05
ANNUAL REPORT 2019-02-17
ANNUAL REPORT 2018-01-26
ANNUAL REPORT 2017-05-01
ANNUAL REPORT 2016-02-06
ANNUAL REPORT 2015-01-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6071377310 2020-04-30 0455 PPP 1537 Brantley Road Bldg. C, Fort Myers, FL, 33907
Loan Status Date 2021-07-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 79300
Loan Approval Amount (current) 79300
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 Y
Business Age Description Existing or more than 2 years old
Project Address Fort Myers, LEE, FL, 33907-1000
Project Congressional District FL-19
Number of Employees 6
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 80148.07
Forgiveness Paid Date 2021-06-01

Date of last update: 01 Apr 2025

Sources: Florida Department of State