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ORTIZ PLANNING SOLUTIONS LLC - Florida Company Profile

Company Details

Entity Name: ORTIZ PLANNING SOLUTIONS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company

ORTIZ PLANNING SOLUTIONS 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: 02 Jun 2009 (16 years ago)
Document Number: L09000053523
FEI/EIN Number 27-0519244

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 2810 Central Ave, B, Tampa, FL 33602
Mail Address: 2810 N Central Ave, B, Tampa, FL 33602
ZIP code: 33602
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
ORTIZ, PATRICIA A Agent 2810 Central Ave, B, Tampa, FL 33602
Ortiz, Patricia a Manager 2810 B North Central Ave, Apartment B Tampa, FL 33602
Settle, Pamela Jean Trustee 2810 Central Ave, B Tampa, FL 33602
Kathy Byers Trustee 2810 Central Ave, B Tampa, FL 33602
Kathy Byers Co 2810 Central Ave, B Tampa, FL 33602

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2016-02-02 2810 Central Ave, B, Tampa, FL 33602 -
CHANGE OF PRINCIPAL ADDRESS 2013-04-26 2810 Central Ave, B, Tampa, FL 33602 -
REGISTERED AGENT ADDRESS CHANGED 2013-04-26 2810 Central Ave, B, Tampa, FL 33602 -

Documents

Name Date
ANNUAL REPORT 2025-02-12
ANNUAL REPORT 2024-03-05
ANNUAL REPORT 2023-03-15
ANNUAL REPORT 2022-02-22
ANNUAL REPORT 2021-02-26
ANNUAL REPORT 2020-05-28
ANNUAL REPORT 2019-03-27
ANNUAL REPORT 2018-04-21
ANNUAL REPORT 2017-02-19
ANNUAL REPORT 2016-02-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8634427207 2020-04-28 0455 PPP 2810 N CENTRAL AVE, TAMPA, FL, 33602
Loan Status Date 2021-05-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19822
Loan Approval Amount (current) 19822
Undisbursed Amount 0
Franchise Name -
Lender Location ID 45120
Servicing Lender Name Valley National Bank
Servicing Lender Address 615 Main Ave, PASSAIC, NJ, 07055-5066
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address TAMPA, HILLSBOROUGH, FL, 33602-1000
Project Congressional District FL-14
Number of Employees 1
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 45120
Originating Lender Name Valley National Bank
Originating Lender Address PASSAIC, NJ
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 20011.96
Forgiveness Paid Date 2021-04-15

Date of last update: 24 Feb 2025

Sources: Florida Department of State