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MATHIS CPA & ASSOCIATES, LLC - Florida Company Profile

Company Details

Entity Name: MATHIS CPA & ASSOCIATES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MATHIS CPA & ASSOCIATES, 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: 23 Nov 2015 (9 years ago)
Document Number: L15000198703
FEI/EIN Number 592427986

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

Address: 8280 College Parkway Ste 103, Fort Myers, FL, 33919-5122, US
Mail Address: 8280 College Parkway Ste 103, Fort Myers, FL, 33919-5122, US
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MATHIS JULIE W Manager 8280 College Parkway Ste 103, Fort Myers, FL, 339195122
MATHIS SARAH E Auth 8280 College Parkway Ste 103, Fort Myers, FL, 339195122
MATHIS JULIE W Agent 8280 College Parkway Ste 103, Fort Myers, FL, 339195122
JULIE W MATHIS CPA PA Authorized Member 8280 College Parkway Ste 103, Fort Myers, FL, 339195122

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-08-29 8280 College Parkway Ste 103, Fort Myers, FL 33919-5122 -
CHANGE OF MAILING ADDRESS 2023-08-29 8280 College Parkway Ste 103, Fort Myers, FL 33919-5122 -
REGISTERED AGENT ADDRESS CHANGED 2023-08-29 8280 College Parkway Ste 103, Fort Myers, FL 33919-5122 -

Documents

Name Date
ANNUAL REPORT 2024-04-30
AMENDED ANNUAL REPORT 2023-08-29
ANNUAL REPORT 2023-04-27
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-04-28
ANNUAL REPORT 2020-06-22
ANNUAL REPORT 2019-04-29
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-05-01
ANNUAL REPORT 2016-04-29

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1577277102 2020-04-10 0455 PPP 12487 BRANTLEY COMMONS CT, FORT MYERS, FL, 33907-5663
Loan Status Date 2021-04-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 70200
Loan Approval Amount (current) 70200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317474
Servicing Lender Name Sanibel Captiva Community Bank
Servicing Lender Address 2475 Library Way, SANIBEL, FL, 33957-3215
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address FORT MYERS, LEE, FL, 33907-5663
Project Congressional District FL-19
Number of Employees 5
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 317474
Originating Lender Name Sanibel Captiva Community Bank
Originating Lender Address SANIBEL, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 70845.45
Forgiveness Paid Date 2021-03-18
2355408600 2021-03-15 0455 PPS 12487 Brantley Commons Ct, Fort Myers, FL, 33907-5692
Loan Status Date 2022-01-21
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 57558.82
Loan Approval Amount (current) 57558.82
Undisbursed Amount 0
Franchise Name -
Lender Location ID 317474
Servicing Lender Name Sanibel Captiva Community Bank
Servicing Lender Address 2475 Library Way, SANIBEL, FL, 33957-3215
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Fort Myers, LEE, FL, 33907-5692
Project Congressional District FL-19
Number of Employees 4
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 317474
Originating Lender Name Sanibel Captiva Community Bank
Originating Lender Address SANIBEL, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 57972.92
Forgiveness Paid Date 2021-12-01

Date of last update: 01 Mar 2025

Sources: Florida Department of State