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DEES INSURANCE GROUP, LLC

Company Details

Entity Name: DEES INSURANCE GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 12 Jun 2012 (13 years ago)
Document Number: L12000078181
FEI/EIN Number 45-5482407
Address: 235 N. Orange Avenue, Ste 200, Sarasota, FL 34236
Mail Address: 235 N. Orange Avenue, Ste 200, Sarasota, FL 34236
ZIP code: 34236
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
DEES INSURANCE GROUP, LLC 401(K) PLAN 2023 455482407 2024-05-21 DEES INSURANCE GROUP, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-04-01
Business code 524290
Sponsor’s telephone number 9414681809
Plan sponsor’s address 235 N ORANGE AVE STE 200, SARASOTA, FL, 34236

Signature of

Role Plan administrator
Date 2024-05-21
Name of individual signing JULIA DEES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
DEES, BRAD J Agent 235 N Orange Ave, Ste 200, Sarasota, FL 34236

Owner

Name Role Address
Dees, Brad Owner 235 N Orange Ave, Ste 200 Sarasota, FL 34236
Dees, Julia Owner 235 N Orange Ave, Ste 200 Sarasota, FL 34236

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G12000110858 DEES INSURANCE GROUP EXPIRED 2012-11-16 2017-12-31 No data 2801 FRUITVILLE ROAD, SUITE 247, SARASOTA, FL, 34237

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-05 235 N. Orange Avenue, Ste 200, Sarasota, FL 34236 No data
CHANGE OF MAILING ADDRESS 2023-01-05 235 N. Orange Avenue, Ste 200, Sarasota, FL 34236 No data
REGISTERED AGENT ADDRESS CHANGED 2023-01-05 235 N Orange Ave, Ste 200, Sarasota, FL 34236 No data
REGISTERED AGENT NAME CHANGED 2012-08-10 DEES, BRAD J No data

Documents

Name Date
ANNUAL REPORT 2025-01-16
ANNUAL REPORT 2024-02-01
ANNUAL REPORT 2023-01-05
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-04-03
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-17
ANNUAL REPORT 2016-03-14

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3897297106 2020-04-12 0455 PPP 235 N ORANGE AVE, SARASOTA, FL, 34236-8517
Loan Status Date 2021-03-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 35800
Loan Approval Amount (current) 35800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARASOTA, SARASOTA, FL, 34236-8517
Project Congressional District FL-17
Number of Employees 5
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 36027.33
Forgiveness Paid Date 2021-02-12

Date of last update: 22 Feb 2025

Sources: Florida Department of State