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JWM MANAGEMENT, INC. - Florida Company Profile

Company Details

Entity Name: JWM MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

JWM MANAGEMENT, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation 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: 06 Oct 1989 (36 years ago)
Document Number: L21742
FEI/EIN Number 592975844

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

Address: 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
Mail Address: 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
ZIP code: 34239
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JWM MANAGEMENT, INC. 401(K) PLAN 2023 592975844 2024-06-13 JWM MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2024-06-13
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2022 592975844 2023-06-07 JWM MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2023-06-07
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2021 592975844 2022-10-11 JWM MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2022-10-11
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2020 592975844 2021-09-29 JWM MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2021-09-29
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2019 592975844 2020-06-09 JWM MANAGEMENT, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2020-06-09
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2018 592975844 2019-07-30 JWM MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2019-07-30
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2017 592975844 2018-07-09 JWM MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2018-07-09
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2016 592975844 2017-07-13 JWM MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2017-07-13
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401(K) PLAN 2015 592975844 2016-06-16 JWM MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2016-06-16
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature
JWM MANAGEMENT, INC. 401K PLAN 2014 592975844 2015-09-30 JWM MANAGEMENT, INC. 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-07-01
Business code 531310
Sponsor’s telephone number 9413421754
Plan sponsor’s address 1229 SOUTH TAMIAMI TRAIL, SARASOTA, FL, 34239

Signature of

Role Plan administrator
Date 2015-09-30
Name of individual signing GAVIN MESHAD
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MESHAD ELAINE B Director 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
MESHAD ELAINE B Vice President 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
MESHAD GAVIN Secretary 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34232
MESHAD ELAINE B Treasurer 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
MESHAD JOHN Agent 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
MESHAD, JOHN W Director 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
MESHAD, JOHN W President 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239
MESHAD, JOHN W Treasurer 1229 S TAMIAMI TRAIL, SARASOTA, FL, 34239

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2011-03-28 1229 S TAMIAMI TRAIL, SARASOTA, FL 34239 -
CHANGE OF MAILING ADDRESS 2011-03-28 1229 S TAMIAMI TRAIL, SARASOTA, FL 34239 -
REGISTERED AGENT ADDRESS CHANGED 2011-03-28 1229 S TAMIAMI TRAIL, SARASOTA, FL 34239 -
REGISTERED AGENT NAME CHANGED 1993-05-01 MESHAD, JOHN -

Documents

Name Date
ANNUAL REPORT 2024-03-07
ANNUAL REPORT 2023-03-15
ANNUAL REPORT 2022-02-11
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-01-23
ANNUAL REPORT 2019-02-21
ANNUAL REPORT 2018-01-19
ANNUAL REPORT 2017-03-20
ANNUAL REPORT 2016-02-03
ANNUAL REPORT 2015-02-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6418978407 2021-02-10 0455 PPS 1229 S Tamiami Trl N/A, Sarasota, FL, 34239-2208
Loan Status Date 2021-09-25
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 113994
Loan Approval Amount (current) 111607
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117723
Servicing Lender Name SouthState Bank, National Association
Servicing Lender Address 1101 First St South, WINTER HAVEN, FL, 33880-3908
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Sarasota, SARASOTA, FL, 34239-2208
Project Congressional District FL-17
Number of Employees 7
NAICS code 531312
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 117723
Originating Lender Name SouthState Bank, National Association
Originating Lender Address WINTER HAVEN, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 112121.63
Forgiveness Paid Date 2021-08-13
3098177109 2020-04-11 0455 PPP 1229 S Tamiami Trail, SARASOTA, FL, 34239-2208
Loan Status Date 2021-02-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 126500
Loan Approval Amount (current) 126500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117723
Servicing Lender Name SouthState Bank, National Association
Servicing Lender Address 1101 First St South, WINTER HAVEN, FL, 33880-3908
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARASOTA, SARASOTA, FL, 34239-2208
Project Congressional District FL-17
Number of Employees 8
NAICS code 531311
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 117723
Originating Lender Name SouthState Bank, National Association
Originating Lender Address WINTER HAVEN, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 127269.54
Forgiveness Paid Date 2020-12-04

Date of last update: 01 Apr 2025

Sources: Florida Department of State