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PLANNING TECHNOLOGY, INC. - Florida Company Profile

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Company Details

Entity Name: PLANNING TECHNOLOGY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

PLANNING TECHNOLOGY, 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: 04 Sep 1990 (35 years ago)
Document Number: L98449
FEI/EIN Number 593026501

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

Address: 7381 114th Avenue, LARGO, FL, 33773, US
Mail Address: 7381 114th Avenue, 407, LARGO, FL, 33773, US
ZIP code: 33773
City: Largo
County: Pinellas
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
113104
State:
ALASKA

Key Officers & Management

Name Role Address
Roberts Jerry E Director 807 Bay Point Dr, Clearwater, FL, 33762
Ori Robert V Director 2452 Channing Circle, Clearwater, FL, 33764
ORI, ROBERT V. Agent 7381 114th Avenue, Largo, FL, FL, 33773

U.S. Small Business Administration Profile

The U.S. Small Business Administration (SBA) helps Americans start, grow, and build resilient businesses.

Note: SBA was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns; preserve free competitive enterprise; and maintain and strengthen the overall economy of our nation. SBA reviews Congressional and testifies on behalf of small businesses. It assesses the impact of regulatory burden on small businesses.

Phone Number:
E-mail Address:
Fax Number:
727-299-0837
Contact Person:
ROBERT ORI
User ID:
P0278591
Trade Name:
PLANNING TECHNOLOGY INC

Unique Entity ID

A UEI is a government-provided number, like a tax ID number, that’s used to identify businesses eligible for federal grants, awards and contracts.

Note: In April 2022, the federal government replaced its old identifier of choice, the Data Universal Numbering System (DUNS) number, with a government-issued UEI. Now all the federal government’s Integrated Award Environment systems use UEI numbers instead of DUNS numbers. So any entity doing business with the federal government must register for a UEI.

CAGE Code:
1Y6Y3
UEI Expiration Date:
2021-03-19

Business Information

Activation Date:
2020-03-19
Initial Registration Date:
2002-07-01

Commercial and government entity program

The The Commercial And Government Entity Code (CAGE) is assigned by the Department of Defense's Defense Logistics Agency (DLA) and represents your company's physical address for GSA's mailings, payments, and administrative records.

Note: A CAGE Code enables a company to contract with the U.S. government, allowing bid on government contracts and to receive government payments. Also for business this means that it's a Verified business entity and Has a validated physical address.

CAGE number:
1Y6Y3
Status:
Active
Type:
Non-Manufacturer
CAGE Update Date:
2024-12-24
CAGE Expiration:
2029-12-24
SAM Expiration:
2025-12-20

Contact Information

POC:
ROBERT V. ORI
Corporate URL:
http://www.plan-tech.com

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-10-14 7381 114th Avenue, SUITE 407, LARGO, FL 33773 -
CHANGE OF MAILING ADDRESS 2024-01-09 7381 114th Avenue, SUITE 407, LARGO, FL 33773 -
REGISTERED AGENT ADDRESS CHANGED 2007-01-05 2841 EXECUTIVE DR, SUITE 200, CLEARWATER, FL 33762 -

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J24000045565 ACTIVE 22-004467-CI PINELLAS CTY 2023-12-12 2029-01-23 $546,838.90 GULF COAST BANK AND TRUST COMPANY, 200 ST. CHARLES AVENUE, NEW ORLEANS, LA 70130
J22000147290 ACTIVE 2021-CA-004288-CI PINELLAS COUNTY CIRCUIT COURT 2022-03-09 2027-03-25 $331,898.59 JPMORGAN CHASE BANK, N.A., P.O. BOX 29550, PHOENIX, AZ 85038

Documents

Name Date
ANNUAL REPORT 2024-01-09
ANNUAL REPORT 2023-02-11
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2019-01-16
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-11
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-08

USAspending Awards / Contracts

Procurement Instrument Identifier:
6973GH25C00046
Award Or Idv Flag:
AWARD
Award Type:
DEFINITIVE CONTRACT
Action Obligation:
370643.52
Base And Exercised Options Value:
370643.52
Base And All Options Value:
1967796.78
Awarding Agency Name:
Department of Transportation
Performance Start Date:
2025-01-15
Description:
ELECTRONIC TERMINAL INSTRUMENT PROCEDURES (ETERPS) FOR OBSTRUCTION EVALUATION (OE) AND NON-RULEMAKING ACTIONS (NRA) CASE STUDIES AUTOMATION.
Naics Code:
541511: CUSTOM COMPUTER PROGRAMMING SERVICES
Product Or Service Code:
7A21: IT AND TELECOM - BUSINESS APPLICATION SOFTWARE (PERPETUAL LICENSE SOFTWARE)
Procurement Instrument Identifier:
6973GH24P01455
Award Or Idv Flag:
AWARD
Award Type:
PURCHASE ORDER
Action Obligation:
-2300.00
Base And Exercised Options Value:
-2300.00
Base And All Options Value:
0.00
Awarding Agency Name:
Department of Transportation
Performance Start Date:
2024-01-25
Description:
ETERPS RETROFIT
Naics Code:
541511: CUSTOM COMPUTER PROGRAMMING SERVICES
Product Or Service Code:
7A20: IT AND TELECOM - APPLICATION DEVELOPMENT SOFTWARE (PERPETUAL LICENSE SOFTWARE)
Procurement Instrument Identifier:
6973GH22P05527
Award Or Idv Flag:
AWARD
Award Type:
PURCHASE ORDER
Action Obligation:
-6121.57
Base And Exercised Options Value:
-6121.57
Base And All Options Value:
-6121.57
Awarding Agency Name:
Department of Transportation
Performance Start Date:
2022-08-29
Description:
ENGINEERING & INFORMATION SYSTEMS SUPPORT & SERVICES FOR POET I TO POET II DATABASE TRANSITIONAL UPGRADE.
Naics Code:
541511: CUSTOM COMPUTER PROGRAMMING SERVICES
Product Or Service Code:
R425: SUPPORT- PROFESSIONAL: ENGINEERING/TECHNICAL

USAspending Awards / Financial Assistance

Date:
2021-03-04
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
93317.00
Total Face Value Of Loan:
93317.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
93319.00
Total Face Value Of Loan:
93319.00
Date:
2017-12-12
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
0.00
Face Value Of Loan:
350000.00
Total Face Value Of Loan:
350000.00

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$93,319
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$93,319
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$94,464.75
Servicing Lender:
TD Bank, National Association
Use of Proceeds:
Payroll: $93,319
Jobs Reported:
4
Initial Approval Amount:
$93,317
Date Approved:
2021-03-04
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$93,317
Race:
Unanswered
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$93,915.78
Servicing Lender:
TD Bank, National Association
Use of Proceeds:
Payroll: $93,315

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Date of last update: 03 Jul 2025

Sources: Florida Department of State