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BOURNE FINANCIAL GROUP, LLC - Florida Company Profile

Headquarter

Company Details

Entity Name: BOURNE FINANCIAL GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

BOURNE FINANCIAL GROUP, 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: 07 Jul 2014 (11 years ago)
Last Event: LC RESTATED ARTICLE AND NAME CHANGE
Event Date Filed: 01 Oct 2014 (11 years ago)
Document Number: L14000107258
FEI/EIN Number 47-1328364

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

Address: 228 PARK AVE NORTH STE A, WINTER PARK, FL, 32789, US
Mail Address: P.O. Box 1810, WINTER PARK, FL, 32790-1810, US
ZIP code: 32789
County: Orange
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of BOURNE FINANCIAL GROUP, LLC, KENTUCKY 1106990 KENTUCKY
Headquarter of BOURNE FINANCIAL GROUP, LLC, COLORADO 20171411870 COLORADO
Headquarter of BOURNE FINANCIAL GROUP, LLC, ILLINOIS LLC_14680934 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BOURNE FINANCIAL GROUP, LLC 401(K) PLAN 2023 471328364 2024-07-16 BOURNE FINANCIAL GROUP, LLC 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 623000
Sponsor’s telephone number 4076446444
Plan sponsor’s address 228 PARK AVE NORTH, STE A, WINTER PARK, FL, 32879
BOURNE FINANCIAL GROUP, LLC 401(K) PLAN 2022 471328364 2023-07-25 BOURNE FINANCIAL GROUP, LLC 109
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 623000
Sponsor’s telephone number 4076446444
Plan sponsor’s address 228 PARK AVE NORTH, STE A, WINTER PARK, FL, 32879
BOURNE FINANCIAL GROUP, LLC 401(K) PLAN 2021 471328364 2022-07-12 BOURNE FINANCIAL GROUP, LLC 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 623000
Sponsor’s telephone number 4076446444
Plan sponsor’s address 228 PARK AVE NORTH, STE A, WINTER PARK, FL, 32879

Key Officers & Management

Name Role Address
Bourne Robert Manager 228 PARK AVE NORTH STE A, WINTER PARK, FL, 32789
CORPORATION SERVICE COMPANY Agent -

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G14000103637 BFG ACTIVE 2014-10-13 2025-12-31 - 228 PARK AVE NORTH, SUITE A, WINTER PARK, FL, 32789
G14000103635 BOURNE HEALTHCARE PROPERTIES EXPIRED 2014-10-13 2019-12-31 - 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789
G14000103636 HEALTHCARE PROPERTIES EXPIRED 2014-10-13 2019-12-31 - 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789
G14000084313 HSP EXPIRED 2014-08-15 2019-12-31 - 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789
G14000084314 HEALTHSTREET PROPERTIES EXPIRED 2014-08-15 2019-12-31 - 228 PARK AVE NORTH STE E, WINTER PARK, FL, 32789

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2020-03-18 CORPORATION SERVICE COMPANY -
REGISTERED AGENT ADDRESS CHANGED 2020-03-18 1201 HAYS STREET, TALLAHASSEE, FL 32301 -
CHANGE OF MAILING ADDRESS 2017-03-29 228 PARK AVE NORTH STE A, WINTER PARK, FL 32789 -
CHANGE OF PRINCIPAL ADDRESS 2016-03-17 228 PARK AVE NORTH STE A, WINTER PARK, FL 32789 -
LC RESTATED ARTICLE AND NAME CHANGE 2014-10-01 BOURNE FINANCIAL GROUP, LLC -
LC AMENDED/RESTATED ARTICLE/NAME CHANGE 2014-08-01 HEALTHSTREET PROPERTIES, LLC -

Documents

Name Date
ANNUAL REPORT 2024-03-04
ANNUAL REPORT 2023-03-09
ANNUAL REPORT 2022-03-23
ANNUAL REPORT 2021-03-15
ANNUAL REPORT 2020-03-18
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-03-29
ANNUAL REPORT 2016-03-17
ANNUAL REPORT 2015-05-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3065257102 2020-04-11 0491 PPP 228 N. PARK AVE, WINTER PARK, FL, 32789-3686
Loan Status Date 2021-09-30
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 442100
Loan Approval Amount (current) 442100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 460226
Servicing Lender Name One Florida Bank
Servicing Lender Address 1601 S. Orange Avenue, Orlando, FL, 32806
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address WINTER PARK, ORANGE, FL, 32789-3686
Project Congressional District FL-10
Number of Employees 21
NAICS code 531390
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 460226
Originating Lender Name One Florida Bank
Originating Lender Address Orlando, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 446351.43
Forgiveness Paid Date 2021-04-08

Date of last update: 03 Apr 2025

Sources: Florida Department of State