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JW & ASSOCIATES HOLDINGS, LLC - Florida Company Profile

Company Details

Entity Name: JW & ASSOCIATES HOLDINGS, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

JW & ASSOCIATES HOLDINGS, 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 Jan 2020 (5 years ago)
Document Number: L20000030076
FEI/EIN Number 84-4586941

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

Address: 5151 S. Lakeland Dr., Lakeland, FL, 33813, US
Mail Address: 124 Liberty Landings Court, Bartow, FL, 33830, US
ZIP code: 33813
County: Polk
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WHARTON JEREMY A Manager 124 Liberty Landing CT, Bartow, FL, 33830
SMITH KEITH C Agent ONE LAKE MORTON DR, LAKELAND, FL, 33801

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-01-09 5151 S. Lakeland Dr., Suite 6, Lakeland, FL 33813 -
CHANGE OF MAILING ADDRESS 2024-01-09 5151 S. Lakeland Dr., Suite 6, Lakeland, FL 33813 -

Documents

Name Date
ANNUAL REPORT 2025-01-08
ANNUAL REPORT 2024-01-09
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-01-28
ANNUAL REPORT 2021-01-13
Florida Limited Liability 2020-01-30

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2614577103 2020-04-11 0455 PPP 1360 Industrial Park Road, MULBERRY, FL, 33860-9613
Loan Status Date 2021-04-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 169600
Loan Approval Amount (current) 169600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 453559
Servicing Lender Name Prime Meridian Bank
Servicing Lender Address 1471 Timberlane Rd, TALLAHASSEE, FL, 32308-4598
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Unanswered
Project Address MULBERRY, POLK, FL, 33860-9613
Project Congressional District FL-18
Number of Employees 11
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 453559
Originating Lender Name Prime Meridian Bank
Originating Lender Address TALLAHASSEE, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 171217.01
Forgiveness Paid Date 2021-03-31

Date of last update: 02 Apr 2025

Sources: Florida Department of State