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SAGE PARTNERS, LLC

Company Details

Entity Name: SAGE PARTNERS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 14 Sep 2007 (17 years ago)
Document Number: L07000093906
FEI/EIN Number 261081354
Address: 1205 W. SWANN AVE., TAMPA, FL, 33606, US
Mail Address: 1205 W. SWANN AVE., TAMPA, FL, 33606, US
ZIP code: 33606
County: Hillsborough
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SP 401(K) PLAN 2023 261081354 2024-09-25 SAGE PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 551112
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2024-09-25
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP 401(K) PLAN 2022 261081354 2023-05-25 SAGE PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 551112
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2023-05-25
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP 401(K) PLAN 2021 261081354 2022-06-22 SAGE PARTNERS, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 551112
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2022-06-22
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP 401(K) PLAN 2020 261081354 2021-05-14 SAGE PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 551112
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2021-05-14
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP 401(K) PLAN 2019 261081354 2020-07-08 SAGE PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 551112
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2020-07-08
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP 401(K) PLAN 2018 261081354 2019-05-09 SAGE PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 551112
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2019-05-09
Name of individual signing DEBRA F KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP 401(K) PLAN 2017 261081354 2018-09-28 SAGE PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 551112
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2018-09-28
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-09-28
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP 401(K) PLAN 2016 261081354 2017-09-21 SAGE PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Signature of

Role Plan administrator
Date 2017-09-21
Name of individual signing DEBRA F. KOEHLER
Valid signature Filed with authorized/valid electronic signature
SP CASH BALANCE PLAN 2015 261081354 2016-10-12 SAGE PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606
SP 401(K) PLAN 2015 261081354 2016-10-12 SAGE PARTNERS, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 541600
Sponsor’s telephone number 8132590044
Plan sponsor’s address 1205 WEST SWANN AVENUE, TAMPA, FL, 33606

Agent

Name Role Address
Turner Todd Agent 1205 W Swann Ave, Tampa, FL, 33606

Managing Member

Name Role Address
KOEHLER DEBRA F Managing Member 1205 W. SWANN AVENUE, TAMPA, FL, 33606

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-04-29 Turner, Todd No data
REGISTERED AGENT ADDRESS CHANGED 2024-04-29 1205 W Swann Ave, Tampa, FL 33606 No data
CHANGE OF PRINCIPAL ADDRESS 2007-12-10 1205 W. SWANN AVE., TAMPA, FL 33606 No data
CHANGE OF MAILING ADDRESS 2007-12-10 1205 W. SWANN AVE., TAMPA, FL 33606 No data

Documents

Name Date
ANNUAL REPORT 2024-04-29
ANNUAL REPORT 2023-05-01
ANNUAL REPORT 2022-04-21
ANNUAL REPORT 2021-04-27
ANNUAL REPORT 2020-06-26
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-25
ANNUAL REPORT 2016-03-18
ANNUAL REPORT 2015-04-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4634727706 2020-05-01 0455 PPP 1205 W. SWANN AVENUE, TAMPA, FL, 33606
Loan Status Date 2021-06-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 82885
Loan Approval Amount (current) 82885
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address TAMPA, HILLSBOROUGH, FL, 33606-0001
Project Congressional District FL-14
Number of Employees 4
NAICS code 532490
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 83759.27
Forgiveness Paid Date 2021-05-27

Date of last update: 02 Feb 2025

Sources: Florida Department of State