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DYNAMIC INSURANCE AGENCY, LLC - Florida Company Profile

Company Details

Entity Name: DYNAMIC INSURANCE AGENCY, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

DYNAMIC INSURANCE AGENCY, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company 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: 30 Jan 2003 (22 years ago)
Document Number: L03000004297
FEI/EIN Number 141868507

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

Address: 353 MARY STREET, PUNTA GORDA, FL, 33950
Mail Address: 18247 Hottelet Cir, Port Charlotte, FL, 33948, US
ZIP code: 33950
County: Charlotte
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DYNAMIC INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 141868507 2024-05-15 DYNAMIC INSURANCE AGENCY LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2024-05-15
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 141868507 2023-05-03 DYNAMIC INSURANCE AGENCY LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2023-05-03
Name of individual signing DAVID M IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 141868507 2022-04-06 DYNAMIC INSURANCE AGENCY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2022-04-06
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 141868507 2021-04-05 DYNAMIC INSURANCE AGENCY LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2021-04-05
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 141868507 2020-04-20 DYNAMIC INSURANCE AGENCY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2020-04-20
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2018 141868507 2019-04-26 DYNAMIC INSURANCE AGENCY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2019-04-26
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2017 141868507 2018-03-30 DYNAMIC INSURANCE AGENCY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2018-03-30
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2016 141868507 2017-06-08 DYNAMIC INSURANCE AGENCY LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2017-06-08
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2015 141868507 2016-06-14 DYNAMIC INSURANCE AGENCY LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2016-06-14
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature
DYNAMIC INSURANCE AGENCY LLC 401 K PROFIT SHARING PLAN TRUST 2014 141868507 2015-06-15 DYNAMIC INSURANCE AGENCY LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 812990
Sponsor’s telephone number 9412055900
Plan sponsor’s address 353 MARY ST, PUNTA GORDA, FL, 339504547

Signature of

Role Plan administrator
Date 2015-06-15
Name of individual signing DAVID IVANKOVIC
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
IVANKOVIC DAVID M Managing Member 18247 HOTTELET CIR, PORT CHARLOTTE, FL, 33948
IVANKOVIC TONI L Managing Member 18247 HOTTELET CIR, PORT CHARLOTTE, FL, 33948
IVANKOVIC TONI L Agent 18247 HOTTELET CIR, PORT CHARLOTTE, FL, 33948

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-02-09 353 MARY STREET, PUNTA GORDA, FL 33950 -
REGISTERED AGENT ADDRESS CHANGED 2007-01-08 18247 HOTTELET CIR, PORT CHARLOTTE, FL 33948 -
CHANGE OF PRINCIPAL ADDRESS 2006-01-05 353 MARY STREET, PUNTA GORDA, FL 33950 -

Documents

Name Date
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-26
ANNUAL REPORT 2021-01-27
ANNUAL REPORT 2020-01-10
ANNUAL REPORT 2019-02-09
ANNUAL REPORT 2018-01-14
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-28
ANNUAL REPORT 2015-02-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3695807204 2020-04-27 0455 PPP 353 MARY ST, PUNTA GORDA, FL, 33950-4547
Loan Status Date 2021-04-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 44544.07
Loan Approval Amount (current) 44544.07
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19248
Servicing Lender Name Synovus Bank
Servicing Lender Address 1148 Broadway, COLUMBUS, GA, 31901-2429
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address PUNTA GORDA, CHARLOTTE, FL, 33950-4547
Project Congressional District FL-17
Number of Employees 7
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 19248
Originating Lender Name Synovus Bank
Originating Lender Address COLUMBUS, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 44923.61
Forgiveness Paid Date 2021-03-10

Date of last update: 02 Apr 2025

Sources: Florida Department of State