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COFFEY INSURANCE AGENCY, INC.

Company Details

Entity Name: COFFEY INSURANCE AGENCY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 27 Oct 2003 (21 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 28 Oct 2003 (21 years ago)
Document Number: P03000119886
FEI/EIN Number 412113393
Address: 8075 BENEVA ROAD #2, SARASOTA, FL, 34238
Mail Address: 8075 BENEVA ROAD #2, SARASOTA, FL, 34238
ZIP code: 34238
County: Sarasota
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
COFFEY INSURANCE AGENCY, INC. 401K PLAN 2023 412113393 2024-09-18 COFFEY INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2024-09-18
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-09-18
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2022 412113393 2023-06-07 COFFEY INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2023-06-07
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-06-07
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2021 412113393 2022-07-08 COFFEY INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2022-07-08
Name of individual signing FREDERIC COFFEY III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-07-08
Name of individual signing FREDERIC COFFEY III
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2020 412113393 2021-08-02 COFFEY INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2021-08-02
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-08-02
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2019 412113393 2020-05-28 COFFEY INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2020-05-28
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-05-28
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2018 412113393 2019-07-05 COFFEY INSURANCE AGENCY, INC. 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2019-07-05
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-07-05
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2017 412113393 2018-06-06 COFFEY INSURANCE AGENCY, INC. 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2018-06-06
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-06-06
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2016 412113393 2017-09-25 COFFEY INSURANCE AGENCY, INC 6
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2017-09-25
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-25
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC 401(K) PLAN 2015 412113393 2016-05-23 COFFEY INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA RD. STE. 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2016-05-23
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-23
Name of individual signing FREDERIC A COFFEY III
Valid signature Filed with authorized/valid electronic signature
COFFEY INSURANCE AGENCY, INC. PROFIT SHARING PLAN 2014 412113393 2015-05-19 COFFEY INSURANCE AGENCY, INC. 8
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-01-01
Business code 524210
Sponsor’s telephone number 9419242808
Plan sponsor’s address 8075 BENEVA ROAD, SUITE 2, SARASOTA, FL, 34238

Signature of

Role Plan administrator
Date 2015-05-19
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-05-19
Name of individual signing FREDERIC COFFEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
COFFEY FREDERIC A Agent 8075 BENEVA ROAD #2, SARASOTA, FL, 34238

Director

Name Role Address
COFFEY FREDERIC A Director 8075 BENEVA ROAD #2, SARASOTA, FL, 34238
COFFEY KATHY J Director 8075 BENEVA ROAD #2, SARASOTA, FL, 34238

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2003-10-28 COFFEY INSURANCE AGENCY, INC. No data

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-03-14
ANNUAL REPORT 2022-07-15
ANNUAL REPORT 2021-04-13
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-04-23
ANNUAL REPORT 2018-01-22
ANNUAL REPORT 2017-03-23
ANNUAL REPORT 2016-03-21
ANNUAL REPORT 2015-01-09

Date of last update: 02 Feb 2025

Sources: Florida Department of State