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ISOCRATES LLC - Florida Company Profile

Company Details

Entity Name: ISOCRATES LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
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: 12 Sep 2018 (7 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 26 Oct 2021 (4 years ago)
Document Number: M18000008489
FEI/EIN Number 474153206

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

Address: 200 Central Ave Fl 4, Saint Petersburg, FL, 33701, US
Mail Address: 1101 4TH ST S, Saint Petersburg, FL, 33701, US
ZIP code: 33701
County: Pinellas
Place of Formation: DELAWARE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ISOCRATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 474153206 2024-05-03 ISOCRATES LLC 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2023-01-01
Business code 561490
Sponsor’s telephone number 7273169501
Plan sponsor’s address 200 CENTRAL AVE, SAINT PETERSBURG, FL, 33701

Plan administrator’s name and address

Administrator’s EIN 471637791
Plan administrator’s name ERISA FIDUCIARY SERVICES, INC.
Plan administrator’s address 1373 VETERANS HIGHWAY, SUITE 10, HAUPPAUGE, NY, 11788
Administrator’s telephone number 6312490500

Signature of

Role Plan administrator
Date 2024-05-03
Name of individual signing ERISA FIDUCIARY SERVICES, INC
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Lederer William Member 201 Fourth Street South Apt 609, Saint Petersburg, FL, 33701
Pierson Blake Vice President 200 Central Ave Fl 4, Saint Petersburg, FL, 33701
Masterson Bruce M Chief Financial Officer 200 Central Ave Fl 4, Saint Petersburg, 33701
BUSINESS FILINGS INCORPORATED Agent -

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2024-05-31 200 Central Ave Fl 4, Saint Petersburg, FL 33701 -
CHANGE OF PRINCIPAL ADDRESS 2023-02-07 200 Central Ave Fl 4, Saint Petersburg, FL 33701 -
REGISTERED AGENT NAME CHANGED 2023-02-07 BUSINESS FILINGS INCORPORATED -
REGISTERED AGENT ADDRESS CHANGED 2023-02-07 1200 South Pine Island Road, Plantation, FL 33324 -
LC AMENDMENT 2021-10-26 - -

Documents

Name Date
ANNUAL REPORT 2024-01-05
ANNUAL REPORT 2023-02-07
ANNUAL REPORT 2022-02-04
LC Amendment 2021-10-26
ANNUAL REPORT 2021-02-24
AMENDED ANNUAL REPORT 2020-06-26
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-03-05
Foreign Limited 2018-09-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8039907008 2020-04-08 0455 PPP 150 2ND AVE North, SAINT PETERSBURG, FL, 33701-3313
Loan Status Date 2021-03-09
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 69200
Loan Approval Amount (current) 110800
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address SAINT PETERSBURG, PINELLAS, FL, 33701-3313
Project Congressional District FL-14
Number of Employees 6
NAICS code 519190
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 111395.95
Forgiveness Paid Date 2021-02-16
7720768300 2021-01-28 0455 PPS 150 2nd Ave N, Saint Petersburg, FL, 33701-3327
Loan Status Date 2021-09-24
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 128070
Loan Approval Amount (current) 128070
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Saint Petersburg, PINELLAS, FL, 33701-3327
Project Congressional District FL-14
Number of Employees 8
NAICS code 519190
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 128736.67
Forgiveness Paid Date 2021-08-16

Date of last update: 03 Apr 2025

Sources: Florida Department of State