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LEWIS AND PALMER BENEFITS LLC - Florida Company Profile

Company Details

Entity Name: LEWIS AND PALMER BENEFITS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

LEWIS AND PALMER BENEFITS 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: 08 May 2015 (10 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 26 Jun 2017 (8 years ago)
Document Number: L15000082302
FEI/EIN Number 47-3956523

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

Address: 7522 Wiles Road B109, coral springs, FL, 33067, US
Mail Address: 7522 Wiles Road B109, coral springs, FL, 33067, US
ZIP code: 33067
County: Broward
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEWIS AND PALMER BENEFITS 401(K) PLAN 2023 473956523 2024-05-20 LEWIS AND PALMER BENEFITS LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9546337908
Plan sponsor’s address 7522 WILES ROAD, SUITE B-109, MARGATE, FL, 33067

Signature of

Role Plan administrator
Date 2024-05-20
Name of individual signing RENEE LEWIS
Valid signature Filed with authorized/valid electronic signature
LEWIS AND PALMER BENEFITS 401(K) PLAN 2022 473956523 2023-03-08 LEWIS AND PALMER BENEFITS LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9546337908
Plan sponsor’s address 4900 W ATLANTIC BLVD., SUITE 1, MARGATE, FL, 33063

Signature of

Role Plan administrator
Date 2023-03-08
Name of individual signing RENEE LEWIS
Valid signature Filed with authorized/valid electronic signature
LEWIS AND PALMER BENEFITS 401(K) PLAN 2021 473956523 2022-09-22 LEWIS AND PALMER BENEFITS LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9546337908
Plan sponsor’s address 4900 W ATLANTIC BLVD., SUITE 1, MARGATE, FL, 33063

Signature of

Role Plan administrator
Date 2022-09-22
Name of individual signing RENEE LEWIS
Valid signature Filed with authorized/valid electronic signature
LEWIS AND PALMER BENEFITS 401(K) PLAN 2020 473956523 2021-03-31 LEWIS AND PALMER BENEFITS LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9546337908
Plan sponsor’s address 4900 W ATLANTIC BLVD STE 1, MARGATE, FL, 33063

Signature of

Role Plan administrator
Date 2021-03-31
Name of individual signing RENEE LEWIS
Valid signature Filed with authorized/valid electronic signature
LEWIS AND PALMER BENEFITS 401(K) PLAN 2019 473956523 2020-03-30 LEWIS AND PALMER BENEFITS LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9546337908
Plan sponsor’s address 4900 W ATLANTIC BLVD STE 1, MARGATE, FL, 33063

Signature of

Role Plan administrator
Date 2020-03-30
Name of individual signing RENEE LEWIS
Valid signature Filed with authorized/valid electronic signature
LEWIS AND PALMER BENEFITS 401(K) PLAN 2018 473956523 2019-03-27 LEWIS AND PALMER BENEFITS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2018-01-01
Business code 523900
Sponsor’s telephone number 9546337908
Plan sponsor’s address 4900 W ATLANTIC BLVD STE 1, MARGATE, FL, 33063

Signature of

Role Plan administrator
Date 2019-03-27
Name of individual signing RENEE LEWIS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
LEWIS RENEE M Authorized Representative 5582 NW 79TH WAY, PARKLAND, FL, 33067
PALMER TED Authorized Representative 680 Bluebird Lane, Plantation, FL, 33324
LEWIS RENEE M Agent 5582 NW 79TH WAY, PARKLAND, FL, 33067

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-05-10 7522 Wiles Road B109, coral springs, FL 33067 -
CHANGE OF MAILING ADDRESS 2023-05-10 7522 Wiles Road B109, coral springs, FL 33067 -
LC AMENDMENT 2017-06-26 - -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-21
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-30
ANNUAL REPORT 2020-03-12
ANNUAL REPORT 2019-04-04
ANNUAL REPORT 2018-02-27
LC Amendment 2017-06-26
ANNUAL REPORT 2017-01-28
ANNUAL REPORT 2016-04-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2328768401 2021-02-03 0455 PPS 4900 W Atlantic Blvd Ste 1, Margate, FL, 33063-5324
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) 41787
Loan Approval Amount (current) 41787
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 Y
Business Age Description Existing or more than 2 years old
Project Address Margate, BROWARD, FL, 33063-5324
Project Congressional District FL-23
Number of Employees 10
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 464999
Originating Lender Name BankUnited, National Association
Originating Lender Address MIAMI LAKES, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 42107.37
Forgiveness Paid Date 2021-11-15
5567157008 2020-04-05 0455 PPP 4900 W ATLANTIC BLVD STE 1, MARGATE, FL, 33063-5324
Loan Status Date 2021-03-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 350000
Loan Approval Amount (current) 37300
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 Y
Business Age Description New Business or 2 years or less
Project Address MARGATE, BROWARD, FL, 33063-5324
Project Congressional District FL-23
Number of Employees 8
NAICS code 524298
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 464999
Originating Lender Name BankUnited, National Association
Originating Lender Address MIAMI LAKES, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37559.41
Forgiveness Paid Date 2021-02-16

Date of last update: 01 May 2025

Sources: Florida Department of State