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  5. SOUTHERN OAK MANAGEMENT, LLC

SOUTHERN OAK MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: SOUTHERN OAK MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

SOUTHERN OAK MANAGEMENT, 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: 20 Sep 2004 (21 years ago)
Last Event: LC AMENDED AND RESTATED ARTICLES
Event Date Filed: 23 Jun 2008 (17 years ago)
Document Number: L04000068623
FEI/EIN Number 562480776

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL, 32082, US
Mail Address: 816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL, 32082, US
ZIP code: 32082
County: St. Johns
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2023 562480776 2024-06-10 SOUTHERN OAK MANAGEMENT, LLC 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2024-06-10
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2022 562480776 2023-06-05 SOUTHERN OAK MANAGEMENT, LLC 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2023-06-05
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2021 562480776 2022-09-16 SOUTHERN OAK MANAGEMENT, LLC 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2022-09-16
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2020 562480776 2021-05-05 SOUTHERN OAK MANAGEMENT, LLC 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2021-05-05
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2019 562480776 2020-06-17 SOUTHERN OAK MANAGEMENT, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2020-06-17
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2018 562480776 2019-03-01 SOUTHERN OAK MANAGEMENT, LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2019-03-01
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2017 562480776 2018-03-16 SOUTHERN OAK MANAGEMENT, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2018-03-16
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2016 562480776 2017-02-10 SOUTHERN OAK MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2017-02-10
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-02-10
Name of individual signing DAN KUTZER
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2015 562480776 2016-06-30 SOUTHERN OAK MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2016-06-30
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature
SOUTHERN OAK MANAGEMENT, LLC 401(K) PLAN 2014 562480776 2015-07-21 SOUTHERN OAK MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-06-13
Business code 531110
Sponsor’s telephone number 9043534000
Plan sponsor’s address 816 A1A NORTH, SUITE 302, PONTE VEDRA BEACH, FL, 32082

Signature of
Role Plan administrator
Date 2015-07-21
Name of individual signing TONY LOUGHMAN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
LOUGHMAN TONY A Manager 816 A1A North, Ponte Vedra Beach, FL, 32082
PAJCIC STEVEN J Manager 816 A1A North, Ponte Vedra Beach, FL, 32082
LOUGHMAN TONY A Agent 816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL, 32082

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2013-09-19 816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL 32082 -
CHANGE OF MAILING ADDRESS 2013-09-19 816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL 32082 -
REGISTERED AGENT ADDRESS CHANGED 2013-09-19 816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL 32082 -
LC AMENDED AND RESTATED ARTICLES 2008-06-23 - -
REGISTERED AGENT NAME CHANGED 2008-06-23 LOUGHMAN, TONY A -

Documents

Name Date
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-28
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-22
ANNUAL REPORT 2015-01-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6273267408 2020-05-14 0491 PPP 816 A1A N., STE 302, PONTE VEDRA BEACH, FL, 32082
Loan Status Date 2021-05-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 384028
Loan Approval Amount (current) 384028
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 N
Business Age Description Existing or more than 2 years old
Project Address PONTE VEDRA BEACH, SAINT JOHNS, FL, 32082-0001
Project Congressional District FL-05
Number of Employees 22
NAICS code 541618
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 387750.94
Forgiveness Paid Date 2021-04-29

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Companies related by address

816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL, 32082, US

SOUTHERN OAK HOLDING COMPANY, LLC

816 A1A NORTH SUITE 302, PONTE VEDRA BEACH, FL, 32082, US

SOUTHERN OAK HOLDING COMPANY, LLC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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