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  5. CLOSSON INSURANCE AGENCY, LLC

CLOSSON INSURANCE AGENCY, LLC - Florida Company Profile

Company Details

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

CLOSSON 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: 28 Sep 2006 (19 years ago)
Document Number: L06000096598
FEI/EIN Number 205623286

Federal Employer Identification (FEI) Number assigned by the IRS.
Mail Address: 1201 S. Orlando Avenue, Winter Park, FL, 32789, US
Address: 1201 S. Orlando Avenue, Suite 200, Winter Park, FL, 32789, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CLOSSON INSURANCE AGENCY, LLC 401(K) PLAN 2023 205623286 2024-07-25 CLOSSON INSURANCE AGENCY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVE.,, STE 200, WINTER PARK, FL, 32789
CLOSSON INSURANCE AGENCY, LLC 401(K) PLAN 2022 205623286 2023-06-06 CLOSSON INSURANCE AGENCY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVE.,, STE 200, WINTER PARK, FL, 32789
CLOSSON INSURANCE AGENCY, LLC 401(K) PLAN 2021 205623286 2022-07-27 CLOSSON INSURANCE AGENCY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVE.,, STE 200, WINTER PARK, FL, 32789
CLOSSON INSURANCE AGENCY, LLC 401(K) PLAN 2020 205623286 2021-10-05 CLOSSON INSURANCE AGENCY, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVE.,, STE 200, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2021-10-05
Name of individual signing LENISE ZIKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-05
Name of individual signing LENISE ZIKA
Valid signature Filed with authorized/valid electronic signature
CLOSSON INSURANCE AGENCY, LLC 401(K) PLAN 2019 205623286 2020-10-14 CLOSSON INSURANCE AGENCY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVE.,, STE 200, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing LENISE A ZIKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing LENISE A ZIKA
Valid signature Filed with authorized/valid electronic signature
CLOSSON INSURANCE AGENCY, LLC 401(K) PLAN 2018 205623286 2019-08-01 CLOSSON INSURANCE AGENCY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVE.,, STE 200, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2019-07-30
Name of individual signing LENISE AZIKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-30
Name of individual signing LENISE AZIKA
Valid signature Filed with authorized/valid electronic signature
CLOSSON INSURANCE AGENCY, LLC 401(K) PLAN 2017 205623286 2018-07-23 CLOSSON INSURANCE AGENCY, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVE.,, STE 200, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2018-07-23
Name of individual signing LENISE ZIKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-23
Name of individual signing LENISE ZIKA
Valid signature Filed with authorized/valid electronic signature
CLOSSON INSURANCE AGENCY, LLC 401K PLAN 2016 205623286 2017-07-14 CLOSSON INSURANCE AGENCY, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVENUE, SUITE 200, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2017-07-14
Name of individual signing RON ZIKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-14
Name of individual signing RON ZIKA
Valid signature Filed with authorized/valid electronic signature
CLOSSON INSURANCE AGENCY, LLC 401K PLAN 2015 205623286 2016-07-28 CLOSSON INSURANCE AGENCY, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVENUE, SUITE 200, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2016-07-28
Name of individual signing RON ZIKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-28
Name of individual signing RON ZIKA
Valid signature Filed with authorized/valid electronic signature
CLOSSON INSURANCE AGENCY, LLC 401K PLAN 2014 205623286 2015-07-24 CLOSSON INSURANCE AGENCY, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 524210
Sponsor’s telephone number 4078982211
Plan sponsor’s address 1201 S. ORLANDO AVENUE, SUITE 200, WINTER PARK, FL, 32789

Signature of
Role Plan administrator
Date 2015-07-24
Name of individual signing RON ZIKA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-24
Name of individual signing RON ZIKA
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ZIKA LENISE A Managing Member 1201 S. Orlando Avenue, Winter Park, FL, 32789
COHEN DAVID S Agent 5728 MAJOR BLVD., ORLANDO, FL, 32819

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-01-24 1201 S. Orlando Avenue, Suite 200, Winter Park, FL 32789 -
CHANGE OF MAILING ADDRESS 2014-01-24 1201 S. Orlando Avenue, Suite 200, Winter Park, FL 32789 -

Documents

Name Date
ANNUAL REPORT 2024-02-12
ANNUAL REPORT 2023-03-04
ANNUAL REPORT 2022-02-08
ANNUAL REPORT 2021-01-10
ANNUAL REPORT 2020-03-18
ANNUAL REPORT 2019-06-13
ANNUAL REPORT 2018-04-05
ANNUAL REPORT 2017-02-15
ANNUAL REPORT 2016-03-08
ANNUAL REPORT 2015-02-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6092437107 2020-04-14 0491 PPP 1201 S ORLANDO AVE, WINTER PARK, FL, 32789-7107
Loan Status Date 2021-07-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 105500
Loan Approval Amount (current) 105500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 44449
Servicing Lender Name PNC Bank, National Association
Servicing Lender Address 222 Delaware Ave, WILMINGTON, DE, 19801-1621
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WINTER PARK, ORANGE, FL, 32789-7107
Project Congressional District FL-10
Number of Employees 8
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 44449
Originating Lender Name PNC Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 106722.04
Forgiveness Paid Date 2021-06-15

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Companies related by address

1201 S. Orlando Avenue, Winter Park, FL, 32789, US

FLORIDA BANKERS HEALTH CONSORTIUM, INC.

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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