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ASSETMG LLC - Florida Company Profile

Company Details

Entity Name: ASSETMG LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ASSETMG 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: 18 Oct 2012 (13 years ago)
Document Number: L12000132570
FEI/EIN Number 46-1211839

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

Address: 996 Admiralty Parade, NAPLES, FL, 34102, US
Mail Address: 996 Admiralty Parade, NAPLES, FL, 34102, US
ZIP code: 34102
County: Collier
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASSETMG LLC 401(K) PROFIT SHARING PLAN 2023 461211839 2024-04-09 ASSETMG LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2024-04-09
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2023 461211839 2024-04-09 ASSETMG LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2024-04-09
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2022 461211839 2023-07-06 ASSETMG LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2023-07-06
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC 401(K) PROFIT SHARING PLAN 2022 461211839 2023-07-06 ASSETMG LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2023-07-06
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2021 461211839 2022-10-06 ASSETMG LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2022-10-06
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC 401(K) PROFIT SHARING PLAN 2021 461211839 2022-10-06 ASSETMG LLC 7
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2022-10-06
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC 401(K) PROFIT SHARING PLAN 2021 461211839 2023-07-06 ASSETMG LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2023-07-06
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC 401(K) PROFIT SHARING PLAN 2020 461211839 2021-10-11 ASSETMG LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2021-10-11
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2020 461211839 2021-10-11 ASSETMG LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2021-10-11
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature
ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST 2019 461211839 2020-03-27 ASSETMG LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2014-01-01
Business code 541190
Sponsor’s telephone number 2393984486
Plan sponsor’s address 996 ADMIRALTY PARADE, NAPLES, FL, 34102

Signature of

Role Plan administrator
Date 2020-03-27
Name of individual signing AL DJINDIL
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
CAMERON ANDREA M Manager 996 Admiralty Parade, NAPLES, FL, 34102
CAMERON ANDREA M Agent 996 Admiralty Parade, NAPLES, FL, 34102

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2015-04-29 996 Admiralty Parade, NAPLES, FL 34102 -
CHANGE OF MAILING ADDRESS 2015-04-29 996 Admiralty Parade, NAPLES, FL 34102 -
REGISTERED AGENT ADDRESS CHANGED 2015-04-29 996 Admiralty Parade, NAPLES, FL 34102 -

Documents

Name Date
ANNUAL REPORT 2024-04-23
ANNUAL REPORT 2023-04-27
ANNUAL REPORT 2022-04-26
ANNUAL REPORT 2021-04-26
ANNUAL REPORT 2020-06-23
ANNUAL REPORT 2019-04-28
ANNUAL REPORT 2018-04-23
ANNUAL REPORT 2017-04-21
ANNUAL REPORT 2016-04-22
ANNUAL REPORT 2015-04-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5654378303 2021-01-25 0455 PPS 996 Admiralty Parade, Naples, FL, 34102-7873
Loan Status Date 2021-09-25
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 137477
Loan Approval Amount (current) 137477
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Naples, COLLIER, FL, 34102-7873
Project Congressional District FL-19
Number of Employees 4
NAICS code 561499
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 138275.5
Forgiveness Paid Date 2021-08-26
5003047701 2020-05-01 0455 PPP 996 ADMIRALTY PARADE, NAPLES, FL, 34102-7873
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 137476
Loan Approval Amount (current) 137476
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address NAPLES, COLLIER, FL, 34102-7873
Project Congressional District FL-19
Number of Employees 4
NAICS code -
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 138677.5
Forgiveness Paid Date 2021-03-17

Date of last update: 01 Apr 2025

Sources: Florida Department of State