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CONCIERGE FINANCIAL PLANNING GROUP, LLC

Company Details

Entity Name: CONCIERGE FINANCIAL PLANNING GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 10 Apr 2012 (13 years ago)
Document Number: L12000048572
FEI/EIN Number 45-5010513
Address: 2435 CANTERCLUB TRAIL, APOPKA, FL, 32712, US
Mail Address: 2435 CANTERCLUB TRAIL, APOPKA, FL, 32712, US
ZIP code: 32712
County: Orange
Place of Formation: FLORIDA

Agent

Name Role Address
Lucas Edick Owner Agent 2435 Canterclub Trail, Apopka, FL, 32712

Managing Member

Name Role Address
LUCAS EDICK Managing Member 2435 CANTERCLUB TRAIL, APOPKA, FL, 32712

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-04-29 2435 CANTERCLUB TRAIL, APOPKA, FL 32712 No data
CHANGE OF MAILING ADDRESS 2014-04-29 2435 CANTERCLUB TRAIL, APOPKA, FL 32712 No data
REGISTERED AGENT NAME CHANGED 2014-04-29 Lucas, Edick, Owner No data
REGISTERED AGENT ADDRESS CHANGED 2014-04-29 2435 Canterclub Trail, Apopka, FL 32712 No data

Documents

Name Date
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-20
ANNUAL REPORT 2022-03-28
ANNUAL REPORT 2021-04-08
ANNUAL REPORT 2020-03-23
ANNUAL REPORT 2019-03-22
ANNUAL REPORT 2018-03-14
ANNUAL REPORT 2017-03-30
ANNUAL REPORT 2016-04-21
ANNUAL REPORT 2015-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5579118403 2021-02-09 0491 PPP 940 Centre Cir Ste 2010, Altamonte Springs, FL, 32714-7242
Loan Status Date 2021-12-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16030
Loan Approval Amount (current) 16030
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Altamonte Springs, SEMINOLE, FL, 32714-7242
Project Congressional District FL-07
Number of Employees 2
NAICS code 524210
Borrower Race White
Borrower Ethnicity Hispanic or Latino
Business Type Limited Liability Company(LLC)
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 16151.31
Forgiveness Paid Date 2021-11-16

Date of last update: 01 Feb 2025

Sources: Florida Department of State