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  5. SCHLITT INSURANCE SERVICES, INC.

SCHLITT INSURANCE SERVICES, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: SCHLITT INSURANCE SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

SCHLITT INSURANCE SERVICES, 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: 04 Aug 1986 (39 years ago)
Document Number: J27192
FEI/EIN Number 592723835

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 1717 INDIAN RIVER BLVD, STE 300, VERO BEACH, FL, 32960
Mail Address: 1717 INDIAN RIVER BLVD, STE 300, VERO BEACH, FL, 32960
ZIP code: 32960
County: Indian River
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of SCHLITT INSURANCE SERVICES, INC., NEW YORK 4643514 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SCHLITT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 592723835 2017-07-28 SCHLITT INSURANCE SERVICES, INC. 22
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 7725671188
Plan sponsor’s address 1717 INDIAN RIVER BLVD., SUITE 300, VERO BEACH, FL, 32960
SCHLITT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 592723835 2015-04-06 SCHLITT INSURANCE SERVICES, INC. 21
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 7725671188
Plan sponsor’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805

Signature of
Role Plan administrator
Date 2015-04-06
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-04-06
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
SCHLITT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 592723835 2014-01-20 SCHLITT INSURANCE SERVICES, INC. 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 7725671188
Plan sponsor’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805

Signature of
Role Plan administrator
Date 2014-01-20
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-01-20
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
SCHLITT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 592723835 2013-04-18 SCHLITT INSURANCE SERVICES, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2002-01-01
Business code 524210
Sponsor’s telephone number 7725671188
Plan sponsor’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805

Plan administrator’s name and address
Administrator’s EIN 592723835
Plan administrator’s name SCHLITT INSURANCE SERVICES, INC.
Plan administrator’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805
Administrator’s telephone number 7725671188

Signature of
Role Plan administrator
Date 2013-04-18
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2013-04-18
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
SCHLITT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 592723835 2012-02-01 SCHLITT INSURANCE SERVICES, INC. 19
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 7725671188
Plan sponsor’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805

Plan administrator’s name and address
Administrator’s EIN 592723835
Plan administrator’s name SCHLITT INSURANCE SERVICES, INC.
Plan administrator’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805
Administrator’s telephone number 7725671188

Signature of
Role Plan administrator
Date 2012-02-01
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
SCHLITT INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 592723835 2011-04-07 SCHLITT INSURANCE SERVICES, INC. 20
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-01-01
Business code 524210
Sponsor’s telephone number 7725671188
Plan sponsor’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805

Plan administrator’s name and address
Administrator’s EIN 592723835
Plan administrator’s name SCHLITT INSURANCE SERVICES, INC.
Plan administrator’s address 1717 INDIAN RIVER BOULEVARD, SUITE 300, VERO BEACH, FL, 329600805
Administrator’s telephone number 7725671188

Signature of
Role Plan administrator
Date 2011-04-07
Name of individual signing ROBERT W SCHLITT, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-04-07
Name of individual signing ROBERT W SCHLITI, JR.
Valid signature Filed with authorized/valid electronic signature
SCHLITT INSURANCE SERVICES INC PROFIT SHARING PLAN 2009 592723835 2011-08-04 SCHLITT INSURANCE SERVICES, INC 25
Three-digit plan number (PN) 001
Effective date of plan 1997-12-01
Business code 524210
Sponsor’s telephone number 7725671188
Plan sponsor’s mailing address 1717 INDIAN RIVER BLVD, VERO BEACH, FL, 32960
Plan sponsor’s address SUITE 300, VERO BEACH, FL, 32960

Plan administrator’s name and address
Administrator’s EIN 592450239
Plan administrator’s name SCHLITT INSURANCE SERVICES INC
Plan administrator’s address 1717 INDIAN RIVER BLVD ST 300, VERO BEACH, FL, 32960
Administrator’s telephone number 7725671188

Number of participants as of the end of the plan year
Active participants 18
Retired or separated participants receiving benefits 5
Other retired or separated participants entitled to future benefits 3
Number of participants with account balances as of the end of the plan year 18
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 6

Signature of
Role Plan administrator
Date 2011-08-03
Name of individual signing ROBERT SCHLITT JR
Valid signature Filed with incorrect/unrecognized electronic signature
Role DFE
Date 2011-08-04
Name of individual signing RICHARD D BEARD PA CPA
Valid signature Filed with incorrect/unrecognized electronic signature

Key Officers & Management

Name Role Address
SCHLITT ROBERT W President 1717 INDIAN RIVER BLVD., VERO BEACH, FL
SCHLITT JEFFREY M Vice President 1717 INDIAN RIVER BLVD, VERO BEACH, FL, 32960
SCHLITT ROBERT W Agent 1717 INDIAN RIVER BLVD STE 300, VERO BEACH, FL, 32960

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G02179900018 SCHLITT SERVICES ACTIVE 2002-06-28 2027-12-31 - 1717 INDIAN RIVER BLVD STE 300, VERO BEACH, FL, 32960

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2006-04-18 1717 INDIAN RIVER BLVD, STE 300, VERO BEACH, FL 32960 -
REGISTERED AGENT NAME CHANGED 2006-04-18 SCHLITT, ROBERT WJR -
REGISTERED AGENT ADDRESS CHANGED 2006-04-18 1717 INDIAN RIVER BLVD STE 300, VERO BEACH, FL 32960 -
CHANGE OF MAILING ADDRESS 1992-07-02 1717 INDIAN RIVER BLVD, STE 300, VERO BEACH, FL 32960 -

Documents

Name Date
ANNUAL REPORT 2024-03-07
ANNUAL REPORT 2023-03-06
ANNUAL REPORT 2022-03-17
ANNUAL REPORT 2021-03-04
ANNUAL REPORT 2020-01-22
ANNUAL REPORT 2019-03-13
ANNUAL REPORT 2018-03-27
ANNUAL REPORT 2017-03-15
ANNUAL REPORT 2016-03-09
ANNUAL REPORT 2015-04-07

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
3406495002 Small Business Administration 59.041 - 504 CERTIFIED DEVELOPMENT LOANS - - TO ASSIST SMALL BUSINESS CONCERNS BY PROVIDING LONG TERM FINANCING THROUGH THE SALE OF DEBENTURES TO THE PRIVATE SECTOR
Recipient SCHLITT INSURANCE SERVICES INC.
Recipient Name Raw SCHLITT INSURANCE SERVICES INC.
Recipient Address 1717 INDIAN RIVER BOULEVARD U., VERO BEACH, INDIAN RIVER, FLORIDA, 32960-0000, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 13760.00
Face Value of Direct Loan 643000.00
Link View Page

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1189937108 2020-04-10 0455 PPP 1717 INDIAN RIVER BLVD S. Suite 300, VERO BEACH, FL, 32960-0805
Loan Status Date 2021-04-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 210662
Loan Approval Amount (current) 210662
Undisbursed Amount 0
Franchise Name -
Lender Location ID 45120
Servicing Lender Name Valley National Bank
Servicing Lender Address 615 Main Ave, PASSAIC, NJ, 07055-5066
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address VERO BEACH, INDIAN RIVER, FL, 32960-0805
Project Congressional District FL-08
Number of Employees 21
NAICS code 424210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 45120
Originating Lender Name Valley National Bank
Originating Lender Address PASSAIC, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 212528.7
Forgiveness Paid Date 2021-03-08

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SCHLITT ROBERT W

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SCHLITT INVESTOR SERVICES, INC. - Active
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SCHLITT JEFFREY M

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FINANCIAL PLANNING AND TAX CORP. - Active
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SCHLITT INVESTOR SERVICES, INC. - Active
Domestic Profit (1984 )
SCHLITT INVESTOR SERVICES, INC. - Active
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P O C LLC - Inactive
Florida Limited Liability Co. (2016 - 2024)
COMMON SOLUTIONS, INC. - Inactive
Domestic Non-Profit (1996 - 2001)

Companies related by address

1717 INDIAN RIVER BLVD, STE 300, VERO BEACH, FL, 32960

S.I.S. OF VERO BEACH, INC.

1717 INDIAN RIVER BLVD, STE 300, VERO BEACH, FL, 32960

S.I.S. OF VERO BEACH, INC.

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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