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  5. ALOIA, ROLAND, LUBELL & MORGAN, PLLC

ALOIA, ROLAND, LUBELL & MORGAN, PLLC - Florida Company Profile

Company Details

Entity Name: ALOIA, ROLAND, LUBELL & MORGAN, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ALOIA, ROLAND, LUBELL & MORGAN, 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: 26 May 2015 (10 years ago)
Last Event: LC AMENDMENT AND NAME CHANGE
Event Date Filed: 19 May 2017 (8 years ago)
Document Number: L15000095922
FEI/EIN Number 45-4057004

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2222 Second Street, FORT MYERS, FL, 33901, US
Mail Address: 2222 Second Street, FORT MYERS, FL, 33901, US
ZIP code: 33901
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALOIA, ROLAND, LUBELL & MORGAN, PLLC 401(K) PLAN 2023 454057004 2024-08-16 ALOIA, ROLAND, LUBELL & MORGAN,PLLC 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 2397917950
Plan sponsor’s address 2222 SECOND STREET, FORT MYERS, FL, 33901
ALOIA, ROLAND, LUBELL & MORGAN, PLLC 401(K) PLAN 2022 454057004 2023-08-08 ALOIA, ROLAND, LUBELL & MORGAN,PLLC 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 2397917950
Plan sponsor’s address 2222 SECOND STREET, FORT MYERS, FL, 33901

Signature of
Role Plan administrator
Date 2023-08-08
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-08-08
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
ALOIA, ROLAND, LUBELL & MORGAN, PLLC 401(K) PLAN 2021 454057004 2022-09-12 ALOIA, ROLAND, LUBELL & MORGAN,PLLC 30
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 2397917950
Plan sponsor’s address 2222 SECOND STREET, FORT MYERS, FL, 33901

Signature of
Role Plan administrator
Date 2022-09-12
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-09-12
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
ALOIA, ROLAND, LUBELL & MORGAN, PLLC 2020 454057004 2021-06-22 ALOIA, ROLAND, LUBELL & MORGAN,PLLC 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 2397917950
Plan sponsor’s address 2222 SECOND STREET, FORT MYERS, FL, 33901

Signature of
Role Plan administrator
Date 2021-06-22
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-06-22
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
ALOIA, ROLAND, LUBELL & MORGAN, PLLC 2019 454057004 2020-10-14 ALOIA, ROLAND, LUBELL & MORGAN,PLLC 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 2397917950
Plan sponsor’s address 2222 SECOND STREET, FORT MYERS, FL, 33901

Signature of
Role Plan administrator
Date 2020-10-14
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-14
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
ALOIA, ROLAND, LUBELL & MORGAN, PLLC 2018 454057004 2019-07-23 ALOIA, ROLAND, LUBELL & MORGAN,PLLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 2397917950
Plan sponsor’s address 2222 SECOND STREET, FORT MYERS, FL, 33901

Signature of
Role Plan administrator
Date 2019-07-23
Name of individual signing TY ROLAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-23
Name of individual signing TY ROLAND
Valid signature Filed with authorized/valid electronic signature
ALOIA, ROLAND, LUBELL & MORGAN, PLLC 2017 454057004 2018-05-25 ALOIA, ROLAND, LUBELL & MORGAN,PLLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2006-01-01
Business code 531210
Sponsor’s telephone number 2397917950
Plan sponsor’s address 2254 FIRST STREET, FORT MYERS, FL, 33901

Signature of
Role Plan administrator
Date 2018-05-25
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-25
Name of individual signing TY G. ROLAND
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ALOIA FRANK JJR. Agent 2222 Second Street, FORT MYERS, FL, 33901
ALOIA FRANK JJR. Manager 2222 Second Street, FORT MYERS, FL, 33901
ROLAND TY G Manager 2222 Second Street, FORT MYERS, FL, 33901
LUBELL EVAN D Manager 2222 Second Street, FORT MYERS, FL, 33901
MORGAN JACK CJR. Manager 2222 Second Street, FORT MYERS, FL, 33901

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G19000132855 ALOIA | ROLAND ACTIVE 2019-12-16 2029-12-31 - 2222 SECOND STREET, FORT MYERS, FL, 33901

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-01-15 2222 Second Street, FORT MYERS, FL 33901 -
CHANGE OF MAILING ADDRESS 2020-01-15 2222 Second Street, FORT MYERS, FL 33901 -
REGISTERED AGENT ADDRESS CHANGED 2020-01-15 2222 Second Street, FORT MYERS, FL 33901 -
LC AMENDMENT AND NAME CHANGE 2017-05-19 ALOIA, ROLAND, LUBELL & MORGAN, PLLC -
CONVERSION 2015-05-26 - GEN-COR CONVERSION RESULT. THE CONVERTING ENTITY WAS GP1100001575 ORIGINALLY FILED ON 12/14/2011. CONVERSION NUMBER 500000151955

Documents

Name Date
ANNUAL REPORT 2024-02-19
ANNUAL REPORT 2023-02-13
ANNUAL REPORT 2022-03-15
ANNUAL REPORT 2021-02-19
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-06
ANNUAL REPORT 2018-01-12
LC Amendment and Name Change 2017-05-19
ANNUAL REPORT 2017-03-20
ANNUAL REPORT 2016-04-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1547887107 2020-04-10 0455 PPP 2222 Second St., FORT MYERS, FL, 33901-3026
Loan Status Date 2020-12-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 350036
Loan Approval Amount (current) 350036
Undisbursed Amount 0
Franchise Name -
Lender Location ID 122097
Servicing Lender Name Edison National Bank
Servicing Lender Address 13000 S Cleveland Ave, FORT MYERS, FL, 33907-3846
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address FORT MYERS, LEE, FL, 33901-3026
Project Congressional District FL-19
Number of Employees 28
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 122097
Originating Lender Name Edison National Bank
Originating Lender Address FORT MYERS, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 352136.22
Forgiveness Paid Date 2020-11-23

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ROLAND TY G

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LUBELL EVAN D

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Companies related by address

2222 Second Street, FORT MYERS, FL, 33901, US

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Date of last update: 01 Apr 2025

Sources: Florida Department of State

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