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ALAN M. STEIN ACCOUNTING & TAX SERVICE INC. - Florida Company Profile

Company Details

Entity Name: ALAN M. STEIN ACCOUNTING & TAX SERVICE INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ALAN M. STEIN ACCOUNTING & TAX SERVICE 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: 27 Jan 2003 (22 years ago)
Document Number: P03000012925
FEI/EIN Number 421570594

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

Address: 3930 E STATE ROAD 64, BRADENTON, FL, 34208, US
Mail Address: 3930 E STATE ROAD 64, BRADENTON, FL, 34208, US
ZIP code: 34208
County: Manatee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC. 401(K) PROFIT SHARING PLAN 2022 421570594 2024-02-12 ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 9417495364
Plan sponsor’s address 3930 STATE ROAD 64 E, BRADENTON, FL, 34208
ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC. 401(K) PROFIT SHARING PLAN 2021 421570594 2022-10-14 ALAN M. STEIN ACCOUNTING & TAX SERVICE, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2021-01-01
Business code 541211
Sponsor’s telephone number 9417495364
Plan sponsor’s address 3930 STATE ROAD 64 E, BRADENTON, FL, 34208

Key Officers & Management

Name Role Address
STEIN ALAN M President 3930 E STATE ROAD 64, BRADENTON, FL, 34208
STEIN MONICA M Vice President 3930 E STATE ROAD 64, BRADENTON, FL, 34208
STEIN ALAN M Agent 3930 E STATE ROAD 64, BRADENTON, FL, 34208

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2011-04-29 3930 E STATE ROAD 64, BRADENTON, FL 34208 -
CHANGE OF MAILING ADDRESS 2011-04-29 3930 E STATE ROAD 64, BRADENTON, FL 34208 -
REGISTERED AGENT ADDRESS CHANGED 2011-04-29 3930 E STATE ROAD 64, BRADENTON, FL 34208 -

Documents

Name Date
ANNUAL REPORT 2024-04-19
ANNUAL REPORT 2023-02-01
ANNUAL REPORT 2022-04-19
ANNUAL REPORT 2021-04-02
ANNUAL REPORT 2020-06-23
ANNUAL REPORT 2019-04-05
ANNUAL REPORT 2018-04-23
ANNUAL REPORT 2017-03-02
ANNUAL REPORT 2016-03-02
ANNUAL REPORT 2015-03-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8739948507 2021-03-10 0455 PPS 3930 E State Road 64, Bradenton, FL, 34208-9059
Loan Status Date 2021-08-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 37565.25
Loan Approval Amount (current) 37565.25
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 Y
Business Age Description Existing or more than 2 years old
Project Address Bradenton, MANATEE, FL, 34208-9059
Project Congressional District FL-16
Number of Employees 4
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37709.25
Forgiveness Paid Date 2021-07-28
4654437307 2020-04-30 0455 PPP 3930 E State Rd 64, Bradenton, FL, 34208
Loan Status Date 2021-02-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 33222
Loan Approval Amount (current) 33222
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 Existing or more than 2 years old
Project Address Bradenton, MANATEE, FL, 34208-0500
Project Congressional District FL-16
Number of Employees 4
NAICS code 541219
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 33448.09
Forgiveness Paid Date 2021-01-07

Date of last update: 02 Mar 2025

Sources: Florida Department of State