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  5. H. GREG LEE, P.A.

H. GREG LEE, P.A. - Florida Company Profile

Company Details

Entity Name: H. GREG LEE, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

H. GREG LEE, P.A. 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: 25 Sep 2001 (24 years ago)
Document Number: P01000093638
FEI/EIN Number 651140961

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2601 Cattlemen Rd., SARASOTA, FL, 34232, US
Mail Address: 2601 Cattlemen Rd., SARASOTA, FL, 34232, US
ZIP code: 34232
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
H. GREG LEE, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 651140961 2021-10-14 H. GREG LEE, P. A. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2601 CATTLEMEN ROAD, SUITE 503, SARASOTA, FL, 34232

Signature of
Role Plan administrator
Date 2021-10-14
Name of individual signing DAVID M. EVANS, JR.
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-14
Name of individual signing DAVID M. EVANS, JR.
Valid signature Filed with authorized/valid electronic signature
H. GREG LEE, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 651140961 2020-10-01 H. GREG LEE, P. A. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2601 CATTLEMEN ROAD, SUITE 503, SARASOTA, FL, 34232

Signature of
Role Plan administrator
Date 2020-10-01
Name of individual signing KIM SCHRAG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-01
Name of individual signing KIM SCHRAG
Valid signature Filed with authorized/valid electronic signature
H. GREG LEE, P. A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 651140961 2019-08-12 H. GREG LEE, P. A. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2601 CATTLEMEN ROAD, SUITE 503, SARASOTA, FL, 34232

Signature of
Role Plan administrator
Date 2019-08-12
Name of individual signing KIM SCHRAG
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-08-12
Name of individual signing H. GREG LEE
Valid signature Filed with authorized/valid electronic signature
H. GREG LEE, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 651140961 2018-07-20 H. GREG LEE, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304
H. GREG LEE, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 651140961 2017-07-06 H. GREG LEE, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304
H. GREG LEE, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 651140961 2016-07-11 H. GREG LEE, P.A. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304
H. GREG LEE, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 651140961 2015-09-28 H. GREG LEE, P.A. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304

Signature of
Role Plan administrator
Date 2015-09-28
Name of individual signing KIM SCHRAG
Valid signature Filed with authorized/valid electronic signature
H. GREG LEE, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 651140961 2014-09-17 H. GREG LEE, P.A. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304

Signature of
Role Plan administrator
Date 2014-09-17
Name of individual signing KIM SCHRAG
Valid signature Filed with authorized/valid electronic signature
H. GREG LEE, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2012 651140961 2013-10-07 H. GREG LEE, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304

Signature of
Role Plan administrator
Date 2013-10-07
Name of individual signing KIM SCHRAG
Valid signature Filed with authorized/valid electronic signature
H. GREG LEE, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 651140961 2012-07-20 H. GREG LEE, P.A. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 541110
Sponsor’s telephone number 9419540067
Plan sponsor’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304

Plan administrator’s name and address
Administrator’s EIN 651140961
Plan administrator’s name H. GREG LEE, P.A.
Plan administrator’s address 2014 FOURTH STREET, SARASOTA, FL, 342374304
Administrator’s telephone number 9419540067

Signature of
Role Plan administrator
Date 2012-07-20
Name of individual signing KIM SCHRAG
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
EVANS DAVE MJr. Director 2601 Cattlemen Rd., SARASOTA, FL, 34232
EVANS DAVE MJR Agent 2601 Cattlemen Rd., SARASOTA, FL, 34232

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2021-02-16 EVANS, DAVE M, JR -
CHANGE OF PRINCIPAL ADDRESS 2020-01-20 2601 Cattlemen Rd., Suite 503, SARASOTA, FL 34232 -
CHANGE OF MAILING ADDRESS 2020-01-20 2601 Cattlemen Rd., Suite 503, SARASOTA, FL 34232 -
REGISTERED AGENT ADDRESS CHANGED 2020-01-20 2601 Cattlemen Rd., Suite 503, SARASOTA, FL 34232 -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-03-22
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-02-16
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-02-15
ANNUAL REPORT 2018-01-24
ANNUAL REPORT 2017-03-22
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7150437100 2020-04-14 0455 PPP 2601 CATTLEMEN RD Suite 503, SARASOTA, FL, 34232-6249
Loan Status Date 2022-02-02
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 137516
Loan Approval Amount (current) 137516
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address SARASOTA, SARASOTA, FL, 34232-6249
Project Congressional District FL-17
Number of Employees 10
NAICS code 541110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 444142
Originating Lender Name Seacoast National Bank
Originating Lender Address Sarasota, FL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 138608.49
Forgiveness Paid Date 2021-02-04

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Companies related by address

No other companies in our directory share the same address as H. GREG LEE, P.A.

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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