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  5. SANTA FE SURGERY CENTER, LLC

SANTA FE SURGERY CENTER, LLC - Florida Company Profile

Company Details

Entity Name: SANTA FE SURGERY CENTER, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

SANTA FE SURGERY CENTER, 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: 20 Jan 2009 (16 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 27 Dec 2023 (a year ago)
Document Number: L09000005954
FEI/EIN Number 272869086

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 8564 E CR 466, SUITE 101, LADY LAKE, FL, 32162, US
Mail Address: 8043 COOPER BREEK BLVD, UNIVERSITY PARK, FL, 34201, US
ZIP code: 32162
County: Sumter
Place of Formation: FLORIDA

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1518264332 2011-02-14 2011-03-03 8564 E COUNTY ROAD 466, SUITE 101, LADY LAKE, FL, 321623020, US 8500 COUNTY ROAD 466, SUITE 101, LADY LAKES, FL, 32162, US

Contacts
Phone +1 407-256-0933
Fax 4077740681

Authorized person
Name NANCY K KASTNER
Role ADMINISTRATOR
Phone 4072560933

Taxonomy
Taxonomy Code 261QA1903X - Ambulatory Surgical Clinic/Center
Is Primary Yes

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SANTA FE SURGERY CENTER 401K RETIREMENT PLAN 2020 320308821 2021-02-03 SANTA FE SURGERY CENTER 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-02-01
Business code 621111
Sponsor’s telephone number 3525614950
Plan sponsor’s address 8564 EAST CR 466 STE 101, LADY LAKE, FL, 321623021

Signature of
Role Plan administrator
Date 2021-02-03
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-02-03
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
SANTA FE SURGERY CENTER 401K RETIREMENT PLAN 2019 320308821 2020-02-10 SANTA FE SURGERY CENTER 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-02-01
Business code 621111
Sponsor’s telephone number 3525614950
Plan sponsor’s address 8564 EAST CR 466 STE 101, LADY LAKE, FL, 321623021

Signature of
Role Plan administrator
Date 2020-02-10
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-02-10
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
SANTA FE SURGERY CENTER 401K RETIREMENT PLAN 2018 320308821 2019-02-20 SANTA FE SURGERY CENTER 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-02-01
Business code 621111
Sponsor’s telephone number 3525614950
Plan sponsor’s address 8564 EAST CR 466 STE 101, LADY LAKE, FL, 321623021

Signature of
Role Plan administrator
Date 2019-02-20
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-02-20
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
SANTA FE SURGERY CENTER 401K RETIREMENT PLAN 2017 320308821 2018-03-29 SANTA FE SURGERY CENTER 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-02-01
Business code 621111
Sponsor’s telephone number 3525614950
Plan sponsor’s address 8564 EAST CR 466 STE 101, LADY LAKE, FL, 321623021

Signature of
Role Plan administrator
Date 2018-03-29
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-03-29
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
SANTA FE SURGERY CENTER 401K RETIREMENT PLAN 2016 320308821 2017-04-03 SANTA FE SURGERY CENTER 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-02-01
Business code 621111
Sponsor’s telephone number 3525614950
Plan sponsor’s address 8564 EAST CR 466 STE 101, LADY LAKE, FL, 321623021

Signature of
Role Plan administrator
Date 2017-04-03
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-27
Name of individual signing KATHY BRUMFIELD
Valid signature Filed with authorized/valid electronic signature
SANTA FE SURGERY CENTER 401K RETIREMENT PLAN 2015 320308821 2016-07-21 SANTA FE SURGERY CENTER 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-02-01
Business code 621111
Sponsor’s telephone number 3525614950
Plan sponsor’s address 8564 EAST CR 466 STE 101, LADY LAKE, FL, 321623021

Signature of
Role Plan administrator
Date 2016-07-21
Name of individual signing LORI CONKLIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-07-21
Name of individual signing LORI CONKLIN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
CFS MANAGEMENT, LLC Agent -
HOLMAN SCOTT Manager 8564 E CR 466, SUITE 101, LADY LAKE, FL, 32162
WEHRLY SCOTT Manager 8564 E CR 466, SUITE 101, LADY LAKE, FL, 32162
McMahan Casey Manager 1705 Renaissance Blvd, Edmond, OK, 73013
Hockert Steve Manager 701 Cedar Lake Boulevard, Oklahoma City, OK, 73114
LOGAN BRAD Chief Executive Officer 8043 COOPER BREEK BLVD, UNIVERSITY PARK, FL, 34201

Events

Event Type Filed Date Value Description
LC AMENDMENT 2023-12-27 - -
CHANGE OF MAILING ADDRESS 2023-12-27 8564 E CR 466, SUITE 101, LADY LAKE, FL 32162 -
REGISTERED AGENT NAME CHANGED 2022-03-28 CFS MANAGEMENT, LLC -
REGISTERED AGENT ADDRESS CHANGED 2022-03-28 8043 COOPER BREEK BLVD, SUITE 101, UNIVERSITY PARK, FL 34201 -
LC AMENDMENT 2018-07-30 - -
CHANGE OF PRINCIPAL ADDRESS 2011-03-24 8564 E CR 466, SUITE 101, LADY LAKE, FL 32162 -

Documents

Name Date
ANNUAL REPORT 2025-02-20
ANNUAL REPORT 2024-01-30
LC Amendment 2023-12-27
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-03-28
ANNUAL REPORT 2021-01-19
AMENDED ANNUAL REPORT 2020-07-28
ANNUAL REPORT 2020-01-22
ANNUAL REPORT 2019-01-15
LC Amendment 2018-07-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4136127101 2020-04-12 0491 PPP 8564 E COUNTY ROAD 466 Suite 101, Lady Lake, FL, 32162-3020
Loan Status Date 2021-01-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 294422
Loan Approval Amount (current) 294422
Undisbursed Amount 0
Franchise Name -
Lender Location ID 88833
Servicing Lender Name Axiom Bank, National Association
Servicing Lender Address 258 Southhall Ln, MAITLAND, FL, 32751-7449
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lady Lake, SUMTER, FL, 32162-3020
Project Congressional District FL-11
Number of Employees 22
NAICS code 621111
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 88833
Originating Lender Name Axiom Bank, National Association
Originating Lender Address MAITLAND, FL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 296406.32
Forgiveness Paid Date 2020-12-28

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Companies related by address

No other companies in our directory share the same address as SANTA FE SURGERY CENTER, LLC

Date of last update: 02 Mar 2025

Sources: Florida Department of State

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