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PLANNERS ON RETAINER, LLC - Florida Company Profile

Company Details

Entity Name: PLANNERS ON RETAINER, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Company

PLANNERS ON RETAINER, 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: 21 May 2021 (4 years ago)
Document Number: L21000236932
FEI/EIN Number 82-2321507

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

Address: 16166 Stubing Aly, Winter Garden, FL 34787
Mail Address: 16166 Stubing Aly, Winter Garden, FL 34787
ZIP code: 34787
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Bennett, Sarah-Jane Bennett Owner 16166 Stubing Aly, Winter Garden, FL 34787
PLANNERS ON RETAINER, LLC Agent -

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-03-01 16166 Stubing Aly, Winter Garden, FL 34787 -
CHANGE OF MAILING ADDRESS 2024-03-01 16166 Stubing Aly, Winter Garden, FL 34787 -
REGISTERED AGENT ADDRESS CHANGED 2024-03-01 16166 Stubing Aly, Winter Garden, FL 34787 -
REGISTERED AGENT NAME CHANGED 2022-04-23 Planners on Retainer -

Documents

Name Date
ANNUAL REPORT 2024-03-01
ANNUAL REPORT 2023-04-13
ANNUAL REPORT 2022-04-23
Florida Limited Liability 2021-05-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4783847406 2020-05-11 0491 PPP 15537 Panther Lake Drive, Winter Garden, FL, 34787
Loan Status Date 2023-09-22
Loan Status Paid in Full
Loan Maturity in Months 23
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6875
Loan Approval Amount (current) 6875
Undisbursed Amount 0
Franchise Name -
Lender Location ID 28811
Servicing Lender Name Capital One, National Association
Servicing Lender Address 1680 Capital One Dr, MCLEAN, VA, 22102-3407
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Winter Garden, ORANGE, FL, 34787-0001
Project Congressional District FL-10
Number of Employees 2
NAICS code 812990
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 28811
Originating Lender Name Capital One, National Association
Originating Lender Address MCLEAN, VA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 6395.38
Forgiveness Paid Date 2021-02-10
7687859002 2021-05-26 0491 PPS 15537 Panther Lake Dr, Winter Garden, FL, 34787-4563
Loan Status Date 2021-12-01
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 15625
Loan Approval Amount (current) 3920
Undisbursed Amount 0
Franchise Name -
Lender Location ID 538160
Servicing Lender Name Lendistry SBLC, LLC
Servicing Lender Address 767 South Alameda Street Suite 340, Los Angeles, CA, 90021
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Winter Garden, ORANGE, FL, 34787-4563
Project Congressional District FL-10
Number of Employees 2
NAICS code 561920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 514546
Originating Lender Name BSD Capital, LLC dba Lendistry
Originating Lender Address Brea, CA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 3933.53
Forgiveness Paid Date 2021-10-27

Date of last update: 13 Feb 2025

Sources: Florida Department of State