Search icon

LPF ADVISORS, LLC - Florida Company Profile

Company Details

Entity Name: LPF ADVISORS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

LPF ADVISORS, 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: 28 Oct 2005 (19 years ago)
Document Number: L05000105621
FEI/EIN Number 203723309

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

Address: 2601 Cattlemen Road, Suite 302, SARASOTA, FL, 34232, US
Mail Address: 2601 Cattlemen Road, Suite 302, SARASOTA, FL, 34232, US
ZIP code: 34232
County: Sarasota
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1799556 2601 CATTLEMEN RD, SUITE 302, SARASOTA, FL, 34232 2601 CATTLEMEN RD, SUITE 302, SARASOTA, FL, 34232 941-907-0101

Filings since 2024-10-21

Form type 13F-HR
File number 028-24097
Filing date 2024-10-21
Reporting date 2024-09-30
File View File

Filings since 2024-07-22

Form type N-PX
File number 028-24097
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-07-12

Form type 13F-HR
File number 028-24097
Filing date 2024-07-12
Reporting date 2024-06-30
File View File

Filings since 2024-05-07

Form type 13F-HR
File number 028-24097
Filing date 2024-05-07
Reporting date 2024-03-31
File View File

Filings since 2024-05-06

Form type 13F-HR
File number 028-24097
Filing date 2024-05-06
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LPF ADVISORS LLC CASH BALANCE PLAN 2023 203723309 2024-07-25 LPF ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2023 203723309 2024-05-28 LPF ADVISORS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2022 203723309 2023-08-01 LPF ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2022 203723309 2023-03-23 LPF ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2021 203723309 2022-05-27 LPF ADVISORS LLC 11
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2021 203723309 2022-04-05 LPF ADVISORS LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2020 203723309 2021-05-17 LPF ADVISORS LLC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2020 203723309 2021-03-22 LPF ADVISORS LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241
LPF ADVISORS LLC CASH BALANCE PLAN 2019 203723309 2020-07-02 LPF ADVISORS LLC 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRL, SARASOTA, FL, 34241
LPF ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST 2019 203723309 2020-04-22 LPF ADVISORS LLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 523900
Sponsor’s telephone number 9419070101
Plan sponsor’s address 7344 PALOMINO TRAIL, SARASOTA, FL, 34241

Key Officers & Management

Name Role Address
PICCHI MARK A Manager 2601 Cattlemen Road, SARASOTA, FL, 34232
FLAMMANG KRISTOPHER Manager 2601 Cattlemen Road, SARASOTA, FL, 34232
Flammang Kristopher Agent 2601 Cattlemen Road, SARASOTA, FL, 34232

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G15000021946 LPF FINANCIAL ADVISORS ACTIVE 2015-03-02 2025-12-31 - 2601 CATTLEMEN RD,SUITE 302, SARASOTA, FL, 34232

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-02-20 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232 -
CHANGE OF MAILING ADDRESS 2015-02-20 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232 -
REGISTERED AGENT NAME CHANGED 2015-02-20 Flammang, Kristopher -
REGISTERED AGENT ADDRESS CHANGED 2015-02-20 2601 Cattlemen Road, Suite 302, SARASOTA, FL 34232 -

Documents

Name Date
ANNUAL REPORT 2025-01-08
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-01-13
ANNUAL REPORT 2022-01-18
ANNUAL REPORT 2021-01-13
ANNUAL REPORT 2020-01-07
ANNUAL REPORT 2019-04-04
ANNUAL REPORT 2018-01-05
ANNUAL REPORT 2017-01-23
ANNUAL REPORT 2016-04-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6817797805 2020-06-02 0455 PPP 2601 Cattlemen Road Ste. 302, Sarasota, FL, 34232-6214
Loan Status Date 2022-05-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 157932
Loan Approval Amount (current) 157932
Undisbursed Amount 0
Franchise Name -
Lender Location ID 593324
Servicing Lender Name Fed � Kabbage
Servicing Lender Address 925B Peachtree Street NE, Atlanta, GA, 30309
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Sarasota, SARASOTA, FL, 34232-6214
Project Congressional District FL-17
Number of Employees 13
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 529113
Originating Lender Name Kabbage, Inc.
Originating Lender Address Atlanta, GA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 160965.16
Forgiveness Paid Date 2022-05-13

Date of last update: 01 Apr 2025

Sources: Florida Department of State