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  5. FUNDAMENTAL FINANCIAL SERVICES, INC.

FUNDAMENTAL FINANCIAL SERVICES, INC. - Florida Company Profile

Company Details

Entity Name: FUNDAMENTAL FINANCIAL SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

FUNDAMENTAL FINANCIAL SERVICES, 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: 14 Feb 2002 (23 years ago)
Document Number: P02000018458
FEI/EIN Number 010614606

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 291 1st Ave SW, Largo, FL, 33770, US
Mail Address: 291 1st Ave SW, Largo, FL, 33770, US
ZIP code: 33770
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FUNDAMENTAL FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 010614606 2020-06-02 FUNDAMENTAL FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524290
Sponsor’s telephone number 7273948485
Plan sponsor’s address 291 1ST AVENUE S.W., LARGO, FL, 33770
FUNDAMENTAL FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2018 010614606 2019-06-18 FUNDAMENTAL FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524290
Sponsor’s telephone number 7273948485
Plan sponsor’s address 291 1ST AVENUE S.W., BLDG 10, LARGO, FL, 33770
FUNDAMENTAL FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 010614606 2018-07-27 FUNDAMENTAL FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524290
Sponsor’s telephone number 7273948485
Plan sponsor’s address 291 1ST AVENUE S.W., BLDG 10, LARGO, FL, 33770
FUNDAMENTAL FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 010614606 2017-05-31 FUNDAMENTAL FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524290
Sponsor’s telephone number 7273948485
Plan sponsor’s address 291 1ST AVENUE S.W., BLDG 10, LARGO, FL, 33770
FUNDAMENTAL FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 010614606 2016-04-28 FUNDAMENTAL FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524290
Sponsor’s telephone number 7273948485
Plan sponsor’s address 11539 91ST TERRACE NORTH, SEMINOLE, FL, 33772
STAFF SERVICES SUNCOAST, INC. PROFIT SHARING PLAN 2014 010614606 2015-06-05 FUNDAMENTAL FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524290
Sponsor’s telephone number 7273948485
Plan sponsor’s address 11539 91ST TERRACE NORTH, SEMINOLE, FL, 33772
STAFF SERVICES SUNCOAST, INC. PROFIT SHARING PLAN 2013 010614606 2014-07-11 FUNDAMENTAL FINANCIAL SERVICES, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2003-01-01
Business code 524290
Sponsor’s telephone number 7273948485
Plan sponsor’s address 7985 - 113TH STREET N, SUITE 330, SEMINOLE, FL, 33772

Key Officers & Management

Name Role Address
KNAPP KATHLEEN L Director 291 1st Ave SW, Largo, FL, 33770
KNAPP KATHLEEN L President 291 1st Ave SW, Largo, FL, 33770
KNAPP KATHLEEN L Secretary 291 1st Ave SW, Largo, FL, 33770
KNAPP KATHLEEN L Treasurer 291 1st Ave SW, Largo, FL, 33770
KNAPP KATHLEEN L Agent 291 1st Ave SW, Largo, FL, 33770

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-30 291 1st Ave SW, Largo, FL 33770 -
CHANGE OF MAILING ADDRESS 2023-01-30 291 1st Ave SW, Largo, FL 33770 -
REGISTERED AGENT ADDRESS CHANGED 2023-01-30 291 1st Ave SW, Largo, FL 33770 -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-05-26
ANNUAL REPORT 2021-02-03
ANNUAL REPORT 2020-03-20
ANNUAL REPORT 2019-04-09
ANNUAL REPORT 2018-04-02
ANNUAL REPORT 2017-02-09
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-03-07

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6056037402 2020-05-13 0455 PPP 291 1ST AVE SW, LARGO, FL, 33770-3503
Loan Status Date 2021-05-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 13400
Loan Approval Amount (current) 13400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LARGO, PINELLAS, FL, 33770-3503
Project Congressional District FL-13
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 13521.34
Forgiveness Paid Date 2021-04-08
6121778405 2021-02-10 0455 PPS 291 1st Ave SW, Largo, FL, 33770-3503
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) 9100
Loan Approval Amount (current) 9100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Largo, PINELLAS, FL, 33770-3503
Project Congressional District FL-13
Number of Employees 1
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 9148.53
Forgiveness Paid Date 2021-08-30

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Companies related by address

No other companies in our directory share the same address as FUNDAMENTAL FINANCIAL SERVICES, INC.

Date of last update: 03 Apr 2025

Sources: Florida Department of State

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