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FORESIGHT FINANCIAL CPA FIRM, PLLC - Florida Company Profile

Company Details

Entity Name: FORESIGHT FINANCIAL CPA FIRM, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

FORESIGHT FINANCIAL CPA FIRM, PLLC 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: 04 Sep 2014 (11 years ago)
Document Number: L14000138581
FEI/EIN Number 47-1914352

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

Address: 3010 N. Military Trail, Suite 318, Boca Raton, FL, 33431, US
Mail Address: 3010 N. Military Trail, Suite 318, Boca Raton, FL, 33431, US
ZIP code: 33431
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORESIGHT FINANCIAL CPA FIRM PLLC 401K PLAN 2023 471914352 2025-01-14 FORESIGHT FINANCIAL CPA FIRM 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 5615715567
Plan sponsor’s address 3010 N. MILITARY TRAIL, SUITE 318, BOCA RATON, FL, 33432

Signature of

Role Plan administrator
Date 2025-01-14
Name of individual signing JASON BROWN
Valid signature Filed with authorized/valid electronic signature
FORESIGHT FINANCIAL CPA FIRM PLLC 401K PLAN 2022 471914352 2023-12-02 FORESIGHT FINANCIAL CPA FIRM 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 5615715567
Plan sponsor’s address 3010 N. MILITARY TRAIL, BOCA RATON, FL, 33431

Signature of

Role Plan administrator
Date 2023-12-02
Name of individual signing JASON BROWN
Valid signature Filed with authorized/valid electronic signature
FORESIGHT FINANCIAL CPA FIRM PLLC 401K PLAN 2021 471914352 2022-06-10 FORESIGHT FINANCIAL CPA FIRM 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 3059032892
Plan sponsor’s address 791 PARK OF COMMERCE BLVD, SUITE 300, BOCA RATON, FL, 33487

Signature of

Role Plan administrator
Date 2022-06-10
Name of individual signing JASON BROWN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
BROWN JASON A Managing Member 3010 N. Military Trail, Suite 318, Boca Raton, FL, 33431
JONATHAN D. LOUIS, P.A. Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-10-05 3010 N. Military Trail, Suite 318, Boca Raton, FL 33431 -
CHANGE OF MAILING ADDRESS 2023-10-05 3010 N. Military Trail, Suite 318, Boca Raton, FL 33431 -

Documents

Name Date
ANNUAL REPORT 2024-04-18
ANNUAL REPORT 2023-04-24
ANNUAL REPORT 2022-04-25
ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2020-03-18
ANNUAL REPORT 2019-02-09
ANNUAL REPORT 2018-03-18
ANNUAL REPORT 2017-04-26
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-04-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3115057100 2020-04-11 0455 PPP 751 Park of Commerce Drive Suite 128, BOCA RATON, FL, 33487-3620
Loan Status Date 2021-05-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 28500
Loan Approval Amount (current) 30200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 464999
Servicing Lender Name BankUnited, National Association
Servicing Lender Address 14817 Oak Lane, MIAMI LAKES, FL, 33016-1517
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address BOCA RATON, PALM BEACH, FL, 33487-3620
Project Congressional District FL-23
Number of Employees 4
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 464999
Originating Lender Name BankUnited, National Association
Originating Lender Address MIAMI LAKES, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 30492.77
Forgiveness Paid Date 2021-04-08
8867778509 2021-03-10 0455 PPS 751 Park of Commerce Dr Ste 128, Boca Raton, FL, 33487-3623
Loan Status Date 2021-12-17
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 29393
Loan Approval Amount (current) 29393
Undisbursed Amount 0
Franchise Name -
Lender Location ID 464999
Servicing Lender Name BankUnited, National Association
Servicing Lender Address 14817 Oak Lane, MIAMI LAKES, FL, 33016-1517
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Boca Raton, PALM BEACH, FL, 33487-3623
Project Congressional District FL-23
Number of Employees 4
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 464999
Originating Lender Name BankUnited, National Association
Originating Lender Address MIAMI LAKES, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 29590.59
Forgiveness Paid Date 2021-11-15

Date of last update: 01 Apr 2025

Sources: Florida Department of State