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MEDICARE SOLUTIONS AND LEGACY PLANNING LLC - Florida Company Profile

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Company Details

Entity Name: MEDICARE SOLUTIONS AND LEGACY PLANNING LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

MEDICARE SOLUTIONS AND LEGACY PLANNING 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: 22 Feb 2016 (9 years ago)
Document Number: L16000036858
FEI/EIN Number 81-1634796

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

Address: 5201 W Kennedy Blvd, TAMPA, FL, 33609, US
Mail Address: 5201 W Kennedy Blvd, TAMPA, FL, 33609, US
ZIP code: 33609
City: Tampa
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WORRELL JACOB Manager 252 5TH AVE N, SAFETY HARBOR, FL, 34695
CENTI MATT Manager 4106 W EUCLID AVE, TAMPA, FL, 33629
WORRELL JACOB Agent 5201 W Kennedy Blvd, TAMPA, FL, 33609

National Provider Identifier

NPI Number:
1043952948
Certification Date:
2022-04-11

Authorized Person:

Name:
MATT CENTI
Role:
OWNER
Phone:

Taxonomy:

Selected Taxonomy:
251B00000X - Case Management Agency
Is Primary:
Yes

Contacts:

Form 5500 Series

Employer Identification Number (EIN):
811634796
Plan Year:
2023
Number Of Participants:
51
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
0
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000083281 HEALTHCARE SOLUTIONS AND LEGACY PLANNING INSURANCE AGENCY LLC ACTIVE 2023-07-14 2028-12-31 - 5201 W KENNEDY BLVD, SUITE 205, TAMPA, FL, 33609

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2021-02-01 5201 W Kennedy Blvd, Suite 205, TAMPA, FL 33609 -
CHANGE OF PRINCIPAL ADDRESS 2020-03-16 5201 W Kennedy Blvd, Suite 205, TAMPA, FL 33609 -
CHANGE OF MAILING ADDRESS 2020-03-16 5201 W Kennedy Blvd, Suite 205, TAMPA, FL 33609 -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-01
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-03-16
ANNUAL REPORT 2019-05-01
ANNUAL REPORT 2018-01-09
ANNUAL REPORT 2017-03-21
Florida Limited Liability 2016-02-22

USAspending Awards / Financial Assistance

Date:
2020-05-05
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:
5641.00
Total Face Value Of Loan:
310233.00

Paycheck Protection Program

Jobs Reported:
25
Initial Approval Amount:
$304,592
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$310,233
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$311,949.91
Servicing Lender:
Bank of America, National Association
Use of Proceeds:
Payroll: $310,233

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Date of last update: 03 Jul 2025

Sources: Florida Department of State