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SYNERGY HEALTH PARTNERS, LLC - Florida Company Profile

Company Details

Entity Name: SYNERGY HEALTH PARTNERS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

SYNERGY HEALTH PARTNERS, 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: 03 May 2018 (7 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 27 Aug 2018 (7 years ago)
Document Number: L18000111423
FEI/EIN Number 82-5512893

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

Address: 6415 LAKE WORTH RD, LAKE WORTH, FL, 33463, US
Mail Address: 6415 LAKE WORTH RD, LAKE WORTH, FL, 33463, US
ZIP code: 33463
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SYNERGY HEALTH PARTNERS RETIREMENT SAVINGS PLAN 2023 825512893 2024-07-24 SYNERGY HEALTH PARTNERS, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 5613310808
Plan sponsor’s address 6415 LAKE WORTH ROAD SUITE 102, LAKE WORTH, FL, 33463

Signature of

Role Plan administrator
Date 2024-07-24
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
SYNERGY HEALTH PARTNERS RETIREMENT SAVINGS PLAN 2022 825512893 2023-07-29 SYNERGY HEALTH PARTNERS, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 5613310808
Plan sponsor’s address 6415 LAKE WORTH ROAD SUITE 102, LAKE WORTH, FL, 33463

Signature of

Role Plan administrator
Date 2023-07-29
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
SYNERGY HEALTH PARTNERS RETIREMENT SAVINGS PLAN 2021 825512893 2022-07-21 SYNERGY HEALTH PARTNERS, LLC 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 5613310808
Plan sponsor’s address 6415 LAKE WORTH ROAD SUITE 102, LAKE WORTH, FL, 33463

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing KEVIN CHEEZUM
Valid signature Filed with authorized/valid electronic signature
SYNERGY HEALTH PARTNERS RETIREMENT SAVINGS PLAN 2020 825512893 2021-07-22 SYNERGY HEALTH PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 541219
Sponsor’s telephone number 5613310808
Plan sponsor’s address 6415 LAKE WORTH ROAD SUITE 102, LAKE WORTH, FL, 33463

Signature of

Role Plan administrator
Date 2021-07-22
Name of individual signing ANDREA TREVINO
Valid signature Filed with authorized/valid electronic signature
SYNERGY HEALTH PARTNERS RETIREMENT SAVINGS PLAN 2019 825512893 2020-09-23 SYNERGY HEALTH PARTNERS, LLC 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541219
Sponsor’s telephone number 5613310808
Plan sponsor’s address 6415 LAKE WORTH ROAD SUITE 102, LAKE WORTH, FL, 33463

Signature of

Role Plan administrator
Date 2020-09-23
Name of individual signing ANDREA TREVINO
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
TREVINO ANDREA Chief Executive Officer 6415 LAKE WORTH RD, LAKE WORTH, FL, 33463
TREVINO ANDREA Agent 6415 LAKE WORTH RD, LAKE WORTH, FL, 33463

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2019-01-31 6415 LAKE WORTH RD, SUITE 102, LAKE WORTH, FL 33463 -
CHANGE OF MAILING ADDRESS 2019-01-31 6415 LAKE WORTH RD, SUITE 102, LAKE WORTH, FL 33463 -
REGISTERED AGENT ADDRESS CHANGED 2019-01-31 6415 LAKE WORTH RD, SUITE 102, LAKE WORTH, FL 33463 -
LC AMENDMENT 2018-08-27 - -
REGISTERED AGENT NAME CHANGED 2018-08-27 TREVINO, ANDREA -

Documents

Name Date
ANNUAL REPORT 2025-01-15
ANNUAL REPORT 2024-01-15
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-01-08
ANNUAL REPORT 2020-01-14
ANNUAL REPORT 2019-01-31
LC Amendment 2018-08-27
Florida Limited Liability 2018-05-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2230907107 2020-04-10 0455 PPP 6415 LAKE WORTH RD SUITE 102, LAKE WORTH, FL, 33463-2903
Loan Status Date 2021-02-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 177757
Loan Approval Amount (current) 192800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123499
Servicing Lender Name BayFirst National Bank
Servicing Lender Address 700 Central Avenue, Saint Petersburg, FL, 33701
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LAKE WORTH, PALM BEACH, FL, 33463-2903
Project Congressional District FL-22
Number of Employees 19
NAICS code 561110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 123499
Originating Lender Name BayFirst National Bank
Originating Lender Address Saint Petersburg, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 194189.22
Forgiveness Paid Date 2021-01-25

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2420089 SYNERGY HEALTH PARTNERS, LLC SYNERGY HEALTH PARTNERS LLC KYMQDU6BBBE8 6415 LAKE WORTH RD, STE 102, LAKE WORTH, FL, 33463-3009
Capabilities Statement Link -
Phone Number 561-331-6001
Fax Number 561-237-6034
E-mail Address atrevino@synergyhp.com
WWW Page www.synergyhp.com
E-Commerce Website https://www.synergyhp.com/
Contact Person ANDREA TREVINO
County Code (3 digit) 099
Congressional District 22
Metropolitan Statistical Area 8960
CAGE Code 8FPL1
Year Established 2018
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications Self-Certified Small Disadvantaged Business, Economically Disadvantaged Women-Owned Small Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative Synergy Health Partners, LLC is a medical billing company for all specialties. We have a managed care contracting and credentialing department, coding department, collections and accounting department. We are very detailed oriented and also provide not only medical records and collection services in addition to full practice management and practice start-up services. We remain compliant and up to date with the new CMS guidelines and also provide coding and payment audits in addition to medical coding services from our certified staff.
Special Equipment/Materials (none given)
Business Type Percentages Research and Development (10 %) Service (90 %)
Keywords Medical Billing Experts, Managed Care Contracting and Credentialing, Operational Management, Data Analysts, CMS Regulations, Appeals Specialists, Insurance Contracting, Insurance Payment Analysts, Insurance Contracting Analysts, Practice Management, Medical Coding, Medical Auditing, CPT Audits, ICD-10 Audits, Surgical Coding, Surgical Auditing, Radiology Practice Management.
Quality Assurance Standards ANSI/ASQC Z1.4
Electronic Data Interchange capable -

Current Principals

Name Andrea M Trevino
Role CEO

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 561110
NAICS Code's Description Office Administrative Services
Buy Green Yes
Code 541219
NAICS Code's Description Other Accounting Services
Buy Green Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 541618
NAICS Code's Description Other Management Consulting Services
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 01 Apr 2025

Sources: Florida Department of State