| 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. |
| 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 |
| County: | Hernando |
| Place of Formation: | FLORIDA |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES 401(K) PLAN | 2023 | 262464137 | 2024-09-19 | AMERICAN EXECUTIVE TAX & FINANCIAL SERVICES | 6 | |||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-09-19 |
| Name of individual signing | MELISA LLOYD |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-09-19 |
| Name of individual signing | MELISA LLOYD |
| Valid signature | Filed with authorized/valid electronic signature |
| 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 |
| 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 | - |
| 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 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8936747705 | 2020-05-01 | 0491 | PPP | 2621 Forest Road, Spring Hill, FL, 34606 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9256128508 | 2021-03-12 | 0491 | PPS | 2621 Forest Rd, Spring Hill, FL, 34606-3305 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Date of last update: 03 Apr 2025
Sources: Florida Department of State
