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SARASOTA FINANCIAL GROUP, INC. - Florida Company Profile

Company Details

Entity Name: SARASOTA FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

SARASOTA FINANCIAL GROUP, 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: 26 Feb 2002 (23 years ago)
Document Number: P02000021650
FEI/EIN Number 010607749

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

Address: 3220 43RD AVE E, BRADENTON, FL, 34208, US
Mail Address: 3220 43RD AVE E, BRADENTON, FL, 34208, US
ZIP code: 34208
County: Manatee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MORRIS WILLIAM S President 3220 43RD AVE E, BRADENTON, FL, 34208
MORRIS IRENA Vice President 3220 43RD AVE E, BRADENTON, FL, 34208
MORRIS IRENA Treasurer 3220 43RD AVE E, BRADENTON, FL, 34208
MORRIS IRENA Secretary 3220 43RD AVE E, BRADENTON, FL, 34208
MORRIS WILLIAM S Agent 3220 43RD AVE E, BRADENTON, FL, 34208

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000089040 SFG FEDERAL ACTIVE 2018-08-10 2028-12-31 - 3220 43RD AVE E, BRADENTON, FL, 34208

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-03-07 3220 43RD AVE E, BRADENTON, FL 34208 -
CHANGE OF MAILING ADDRESS 2024-03-07 3220 43RD AVE E, BRADENTON, FL 34208 -
REGISTERED AGENT ADDRESS CHANGED 2024-03-07 3220 43RD AVE E, BRADENTON, FL 34208 -

Documents

Name Date
ANNUAL REPORT 2024-03-07
ANNUAL REPORT 2023-04-13
ANNUAL REPORT 2022-04-19
ANNUAL REPORT 2021-04-19
ANNUAL REPORT 2020-04-28
ANNUAL REPORT 2019-04-22
ANNUAL REPORT 2018-04-18
ANNUAL REPORT 2017-04-04
ANNUAL REPORT 2016-04-14
ANNUAL REPORT 2015-04-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9182908110 2020-07-28 0455 PPP 689 Rivendell Blvd Osprey,, OSPREY, FL, 34229
Loan Status Date 2021-02-23
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 11600
Loan Approval Amount (current) 11600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address OSPREY, SARASOTA, FL, 34229-6816
Project Congressional District FL-17
Number of Employees 2
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 11651.88
Forgiveness Paid Date 2021-01-14

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2314867 SARASOTA FINANCIAL GROUP, INC. SFG FEDERAL P4DWKJQ92YA1 3220 43RD AVE E, BRADENTON, FL, 34208-7381
Capabilities Statement Link -
Phone Number 941-927-1050
Fax Number 941-927-1070
E-mail Address Bill@SarasotaFinancial.com
WWW Page www.SFGFederal.com
E-Commerce Website http://www.SFGFederal.com
Contact Person WILLIAM MORRIS
County Code (3 digit) 081
Congressional District 16
Metropolitan Statistical Area 7510
CAGE Code 84R68
Year Established 2002
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications -
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative WILLIAM S. MORRIS, ChFEBC?, a Chartered Federal Employee Benefits Consultant and a Financial Advisor for Sarasota Financial Group, Inc. and Long Term Care 4 Vets, specializes in financial and retirement planning for federal employees and Long Term Care for VA veterans.
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords Federal Benefits, Education, Seminars, Training, Benefits Analysis, Retirement Planning
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name William S Morris
Role President
Name Irena Morris
Role Vice Presidient, Treasure

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 611699
NAICS Code's Description All Other Miscellaneous Schools and Instruction
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 01 Apr 2025

Sources: Florida Department of State