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FORESIGHT FINANCIAL CPA FIRM, PLLC - Florida Company Profile

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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
City: Boca Raton
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

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

Form 5500 Series

Employer Identification Number (EIN):
471914352
Plan Year:
2024
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
2
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
1
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2021-03-10
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
29393.00
Total Face Value Of Loan:
29393.00
Date:
2020-06-01
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
118000.00
Total Face Value Of Loan:
198000.00
Date:
2020-04-18
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
3000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-04-11
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
28500.00
Total Face Value Of Loan:
30200.00

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$28,500
Date Approved:
2020-04-11
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$30,200
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$30,492.77
Servicing Lender:
BankUnited, National Association
Use of Proceeds:
Payroll: $30,200
Jobs Reported:
4
Initial Approval Amount:
$29,393
Date Approved:
2021-03-10
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$29,393
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$29,590.59
Servicing Lender:
BankUnited, National Association
Use of Proceeds:
Payroll: $29,393

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Date of last update: 01 Jul 2025

Sources: Florida Department of State