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  5. AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES, LLC

AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES, LLC - Florida Company Profile

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Company Details

Entity Name: AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES, 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: 21 Apr 2008 (17 years ago)
Document Number: L08000039748
FEI/EIN Number 262464137

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2621 Forest Rd, SPRING HILL, FL, 34606, US
Mail Address: 2621 Forest Rd, SPRING HILL, FL, 34606, US
ZIP code: 34606
City: Spring Hill
County: Hernando
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Lloyd MELISA M Auth 2621 Forest Rd, SPRING HILL, FL, 34606
Harvey Nathan J Auth 2621 Forest Rd, SPRING HILL, FL, 34606
Harvey Rebecca L Auth 2621 Forest Rd, SPRING HILL, FL, 34606
Lloyd MELISA M Agent 2621 Forest Rd, SPRING HILL, FL, 34606

Form 5500 Series

Employer Identification Number (EIN):
262464137
Plan Year:
2023
Number Of Participants:
6
Sponsors Telephone Number:
3525929833
File:
View File

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2020-01-29 Lloyd, MELISA M -
CHANGE OF PRINCIPAL ADDRESS 2015-04-27 2621 Forest Rd, SPRING HILL, FL 34606 -
CHANGE OF MAILING ADDRESS 2015-04-27 2621 Forest Rd, SPRING HILL, FL 34606 -
REGISTERED AGENT ADDRESS CHANGED 2015-04-27 2621 Forest Rd, SPRING HILL, FL 34606 -

Documents

Name Date
ANNUAL REPORT 2024-01-26
ANNUAL REPORT 2023-01-20
ANNUAL REPORT 2022-06-09
ANNUAL REPORT 2021-03-12
ANNUAL REPORT 2020-01-29
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-04-23
ANNUAL REPORT 2017-03-21
ANNUAL REPORT 2016-04-27
ANNUAL REPORT 2015-04-27

USAspending Awards / Financial Assistance

Date:
2021-03-12
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
48257.00
Total Face Value Of Loan:
48257.00
Date:
2020-05-22
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-05-03
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
49500.00
Total Face Value Of Loan:
49500.00
Date:
2020-04-19
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
5000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Paycheck Protection Program

Jobs Reported:
5
Initial Approval Amount:
$49,500
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$49,500
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$49,801.83
Servicing Lender:
Cross River Bank
Use of Proceeds:
Payroll: $49,500
Jobs Reported:
5
Initial Approval Amount:
$48,257
Date Approved:
2021-03-12
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$48,257
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$48,463.25
Servicing Lender:
Cross River Bank
Use of Proceeds:
Payroll: $48,254
Utilities: $1

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Date of last update: 03 Jul 2025

Sources: Florida Department of State

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