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MONTANTI ADVISORY SERVICES, LLC

Company Details

Entity Name: MONTANTI ADVISORY SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company
Status: Active
Date Filed: 30 Apr 2019 (6 years ago)
Last Event: CONVERSION
Event Date Filed: 30 Apr 2019 (6 years ago)
Document Number: L19000118479
FEI/EIN Number 65-0487701
Address: 2424 N. FEDERAL HWY STE 311, BOCA RATON, FL 33431
Mail Address: 2424 N. FEDERAL HWY STE 311, BOCA RATON, FL 33431
ZIP code: 33431
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MONTANTI ADVISORY SERVICES, LLC PROFIT SHARING PLAN 2023 650487701 2024-10-04 MONTANTI ADVISORY SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 524210
Sponsor’s telephone number 5616209260
Plan sponsor’s address 2424 N. FEDERAL HIGHWAY, SUITE 311, BOCA RATON, FL, 33431
MONTANTI ADVISORY SERVICES, LLC PROFIT SHARING PLAN 2022 650487701 2023-07-28 MONTANTI ADVISORY SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 524210
Sponsor’s telephone number 5616209260
Plan sponsor’s address 2424 N. FEDERAL HIGHWAY, SUITE 311, BOCA RATON, FL, 33431
MONTANTI ADVISORY SERVICES, LLC PROFIT SHARING PLAN 2021 650487701 2022-05-31 MONTANTI ADVISORY SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1994-01-01
Business code 524210
Sponsor’s telephone number 5616209260
Plan sponsor’s address 2424 N. FEDERAL HIGHWAY, SUITE 311, BOCA RATON, FL, 33431

Agent

Name Role Address
Montanti, Vincent C, Manager Agent 2424 N. FEDERAL HIGHWAY, Suite 311, BOCA RATON, FL 33431

Manager

Name Role Address
MONTANTI, VINCENT C Manager 2424 N Federal Highway, Suite 311 BOCA RATON, FL 33431

President

Name Role Address
MONTANTI, VINCENT C President 2424 N Federal Highway, Suite 311 BOCA RATON, FL 33431

Secretary

Name Role Address
Montanti, Milvida Secretary 900 Brickell Key Blvd., #2004 Miami, FL 33131

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-03-06 Montanti, Vincent C, Manager No data
REGISTERED AGENT ADDRESS CHANGED 2024-03-06 2424 N. FEDERAL HIGHWAY, Suite 311, BOCA RATON, FL 33431 No data
CONVERSION 2019-04-30 No data CORPORATION WAS A CONVERSION RESULT. CONVERTING CORPORATION WAS P94000036360. CONVERSION NUMBER 100000192721

Documents

Name Date
ANNUAL REPORT 2024-03-06
ANNUAL REPORT 2023-01-20
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-04-23
ANNUAL REPORT 2020-04-09
Florida Limited Liability 2019-04-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2424877109 2020-04-10 0455 PPP 2424 N FEDERAL HWY, BOCA RATON, FL, 33431-7701
Loan Status Date 2021-05-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 42100
Loan Approval Amount (current) 69000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 464999
Servicing Lender Name BankUnited, National Association
Servicing Lender Address 14817 Oak Lane, MIAMI LAKES, FL, 33016-1517
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description New Business or 2 years or less
Project Address BOCA RATON, PALM BEACH, FL, 33431-7701
Project Congressional District FL-23
Number of Employees 5
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 464999
Originating Lender Name BankUnited, National Association
Originating Lender Address MIAMI LAKES, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 69647.83
Forgiveness Paid Date 2021-04-05

Date of last update: 16 Feb 2025

Sources: Florida Department of State