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HOLLY DONALDSON FINANCIAL PLANNING LLC - Florida Company Profile

Company Details

Entity Name: HOLLY DONALDSON FINANCIAL PLANNING LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

HOLLY DONALDSON FINANCIAL PLANNING 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: 14 Aug 2006 (19 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 12 Feb 2018 (7 years ago)
Document Number: L06000080378
FEI/EIN Number 205349751

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

Address: 8085 Quinn Court, Seminole, FL, 33777, US
Mail Address: P.O. Box 4654, Seminole, FL, 33775, US
ZIP code: 33777
County: Pinellas
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Donaldson Holly P Agent 8085 Quinn Court, Seminole, FL, 33777
DONALDSON HOLLY P Manager 8085 QUINN CT, SEMINOLE, FL, 33777

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G13000088614 PORCHVIEW PUBLISHING LLC EXPIRED 2013-09-06 2018-12-31 - 309 S. WILLOW AVENUE, SUITE 2, TAMPA, FL, 33606

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-02-19 8085 Quinn Court, Seminole, FL 33777 -
REGISTERED AGENT ADDRESS CHANGED 2023-02-19 8085 Quinn Court, Seminole, FL 33777 -
CHANGE OF MAILING ADDRESS 2019-04-25 8085 Quinn Court, Seminole, FL 33777 -
LC AMENDMENT AND NAME CHANGE 2018-02-12 HOLLY DONALDSON FINANCIAL PLANNING LLC -
REGISTERED AGENT NAME CHANGED 2018-02-12 Donaldson, Holly P -
LC NAME CHANGE 2010-01-22 HOLLY P. THOMAS, LLC -
LC NAME CHANGE 2006-09-25 INDEPENDENT INSIGHTS OF FLORIDA, LLC -

Documents

Name Date
ANNUAL REPORT 2024-02-18
ANNUAL REPORT 2023-02-19
ANNUAL REPORT 2022-02-01
ANNUAL REPORT 2021-03-01
ANNUAL REPORT 2020-01-29
ANNUAL REPORT 2019-04-25
LC Amendment and Name Change 2018-02-12
ANNUAL REPORT 2018-02-06
ANNUAL REPORT 2017-01-19
ANNUAL REPORT 2016-03-11

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7762948304 2021-01-28 0455 PPS 5290 Seminole Blvd Ste C, St Petersburg, FL, 33708-3369
Loan Status Date 2022-02-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 14100
Loan Approval Amount (current) 14100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 188567
Servicing Lender Name Loan Source Incorporated
Servicing Lender Address 353 East 83rd Street Suite 3H, NEW YORK, NY, 10028
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address St Petersburg, PINELLAS, FL, 33708-3369
Project Congressional District FL-13
Number of Employees 1
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 123499
Originating Lender Name BayFirst National Bank
Originating Lender Address Saint Petersburg, FL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 14211.64
Forgiveness Paid Date 2021-11-26

Date of last update: 03 Apr 2025

Sources: Florida Department of State