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INSURANCE SALES & MANAGEMENT, LLC - Florida Company Profile

Company Details

Entity Name: INSURANCE SALES & MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

INSURANCE SALES & MANAGEMENT, 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: 12 Dec 2017 (7 years ago)
Document Number: L17000253432
FEI/EIN Number 82-3781887

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

Address: 2519 MARGARET LANE, NORTH PORT, FL, 34286, US
Mail Address: 2519 MARGARET LANE, NORTH PORT, FL, 34286, US
ZIP code: 34286
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LEONARD CHRISTOPHER J Manager 2519 MARGARET LANE, NORTH PORT, FL, 34286
ROBERT M SHINDLER CPA PA Agent 2429 MANATEE AVE E, BRADENTON, FL, 34208

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2025-02-03 WEST COAST ACCOUNTING AND TAX INC -

Documents

Name Date
ANNUAL REPORT 2025-02-03
ANNUAL REPORT 2024-03-11
ANNUAL REPORT 2023-04-03
ANNUAL REPORT 2022-04-11
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-03-03
ANNUAL REPORT 2019-03-28
ANNUAL REPORT 2018-04-03
Florida Limited Liability 2017-12-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3361887402 2020-05-07 0455 PPP 2519 Margaret Lane North Point, NORTH PORT, FL, 34286
Loan Status Date 2021-03-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 5000
Loan Approval Amount (current) 5000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 20268
Servicing Lender Name Alliance Community Bank
Servicing Lender Address 321 N Sixth St, PETERSBURG, IL, 62675-1211
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NORTH PORT, SARASOTA, FL, 34286-0001
Project Congressional District FL-17
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 20268
Originating Lender Name Alliance Community Bank
Originating Lender Address PETERSBURG, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 5028.35
Forgiveness Paid Date 2021-02-12

Date of last update: 01 Apr 2025

Sources: Florida Department of State