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INHERITANCE ADVANCED, LLC - Florida Company Profile

Company Details

Entity Name: INHERITANCE ADVANCED, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

INHERITANCE ADVANCED, 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: 30 Aug 2018 (7 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 13 Mar 2020 (5 years ago)
Document Number: L18000208514
FEI/EIN Number 83-1867937

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

Address: 525 South Flagler Dr, WEST PALM BEACH, FL, 33401, US
Mail Address: 525 South Flagler Dr, WEST PALM BEACH, FL, 33401, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
INHERITANCE ADVANCED LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 831867937 2023-04-19 INHERITANCE ADVANCED LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-07-01
Business code 812990
Sponsor’s telephone number 7723336232
Plan sponsor’s address 1555 PALM BEACH LAKE BLVD, SUITE 1410, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2023-04-19
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
INHERITANCE ADVANCED LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 831867937 2022-05-17 INHERITANCE ADVANCED LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-07-01
Business code 812990
Sponsor’s telephone number 7723336232
Plan sponsor’s address 1555 PALM BEACH LAKE BLVD, SUITE 1410, WEST PALM BEACH, FL, 33401

Signature of

Role Plan administrator
Date 2022-05-17
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
HERSEY DALE L Manager 525 South Flagler Dr, WEST PALM BEACH, FL, 33401
Hersey Dale Agent 525 South Flagler Dr, WEST PALM BEACH, FL, 33401

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G23000077975 RE-JUVENATE ACTIVE 2023-06-29 2028-12-31 - 1555 PALM BEACH LAKES BLVD., SUITE 1410, WEST PALM BEACH, FL, 33401
G19000060930 ADVANCED INHERITANCE EXPIRED 2019-05-23 2024-12-31 - 324 DATURA STREET, STE 303, WEST PALM BEACH, FL, 33401
G19000060929 INHERITANCE ADVANCE EXPIRED 2019-05-23 2024-12-31 - 324 DATURA STREET, STE 303, WEST PALM BEACH, FL, 33401
G19000058936 INHERITANCE ADVANCE LLC EXPIRED 2019-05-17 2024-12-31 - 324 DATURA STREET, SUITE 303, WEST PALM BEACH, FL, 33401
G19000058709 ADVANCED INHERITANCE, LLC EXPIRED 2019-05-16 2024-12-31 - 324 DATURA STRETT, SUITE 303, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-05-22 525 South Flagler Dr, WEST PALM BEACH, FL 33401 -
CHANGE OF MAILING ADDRESS 2024-05-22 525 South Flagler Dr, WEST PALM BEACH, FL 33401 -
REGISTERED AGENT NAME CHANGED 2024-05-22 Hersey, Dale -
REGISTERED AGENT ADDRESS CHANGED 2024-05-22 525 South Flagler Dr, WEST PALM BEACH, FL 33401 -
LC NAME CHANGE 2020-03-13 INHERITANCE ADVANCED, LLC -

Documents

Name Date
ANNUAL REPORT 2025-01-14
AMENDED ANNUAL REPORT 2024-05-22
ANNUAL REPORT 2024-02-14
ANNUAL REPORT 2023-01-18
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-02-01
LC Name Change 2020-03-13
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-01-31
Florida Limited Liability 2018-08-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9393787104 2020-04-15 0455 PPP 324 Datura Street Suite 303, WEST PALM BEACH, FL, 33401-5414
Loan Status Date 2021-02-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 119991
Loan Approval Amount (current) 119991
Undisbursed Amount 0
Franchise Name -
Lender Location ID 19133
Servicing Lender Name United Community Bank
Servicing Lender Address 200 E Camperdown Way, Greenville, SC, 29601
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address WEST PALM BEACH, PALM BEACH, FL, 33401-5414
Project Congressional District FL-22
Number of Employees 9
NAICS code 541618
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 444435
Originating Lender Name United Community Bank
Originating Lender Address ORLANDO, FL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 120898.33
Forgiveness Paid Date 2021-01-25

Date of last update: 02 Mar 2025

Sources: Florida Department of State