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  5. SOUNDSIDE FINANCIAL SERVICES INC.

SOUNDSIDE FINANCIAL SERVICES INC. - Florida Company Profile

Company Details

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

SOUNDSIDE 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: 10 Sep 2004 (21 years ago)
Document Number: P04000128825
FEI/EIN Number 412154665

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Mail Address: 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
ZIP code: 32566
County: Santa Rosa
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SOUNDSIDE FINANCIAL SERVICES INC 401(K) PLAN 2023 412154665 2024-06-01 SOUNDSIDE FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Signature of
Role Plan administrator
Date 2024-06-01
Name of individual signing JON KAGAN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-06-01
Name of individual signing JON KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2022 412154665 2023-04-28 SOUNDSIDE FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2023-04-28
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2021 412154665 2022-04-27 SOUNDSIDE FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2022-04-27
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2020 412154665 2021-05-24 SOUNDSIDE FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2021-05-24
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2019 412154665 2020-03-17 SOUNDSIDE FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2020-03-17
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2018 412154665 2019-03-27 SOUNDSIDE FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2019-03-27
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2017 412154665 2018-02-23 SOUNDSIDE FINANCIAL SERVICES, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2018-02-23
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2016 412154665 2017-03-10 SOUNDSIDE FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2017-03-10
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2015 412154665 2016-06-10 SOUNDSIDE FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2016-06-10
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature
SOUNDSIDE FINANCIAL SERVICES, INC. 401(K) PLAN 2014 412154665 2015-04-24 SOUNDSIDE FINANCIAL SERVICES, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2010-01-01
Business code 523120
Sponsor’s telephone number 8509366686
Plan sponsor’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566

Plan administrator’s name and address
Administrator’s EIN 412154665
Plan administrator’s name SOUNDSIDE FINANCIAL SERVICES, INC.
Plan administrator’s address 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Administrator’s telephone number 8509366686

Signature of
Role Plan administrator
Date 2015-04-24
Name of individual signing JONATHAN KAGAN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
KAGAN JONATHAN M President 4453 SOUNDSIDE DR., GULF BREEZE, FL, 32563
KAGAN JONATHAN M Director 4453 SOUNDSIDE DR., GULF BREEZE, FL, 32563
KAGAN JONATHAN M Agent 4453 SOUNDSIDE DR., GULF BREEZE, FL, 32563
KAGAN KATHLEEN B Officer 4453 SOUNDSIDE DR., GULF BREEZE, FL, 32563
Kagan Collin J Vice President 7552 NAVARRE PKWY, NAVARRE, FL, 32566

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2006-01-14 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL 32566 -
CHANGE OF MAILING ADDRESS 2006-01-14 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL 32566 -

Documents

Name Date
ANNUAL REPORT 2024-02-06
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-28
ANNUAL REPORT 2020-01-20
ANNUAL REPORT 2019-02-13
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-10
ANNUAL REPORT 2016-01-18
ANNUAL REPORT 2015-02-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8239387306 2020-05-01 0491 PPP 7552 NAVARRE PKWY, NAVARRE, FL, 32566-7309
Loan Status Date 2021-02-25
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 36000
Loan Approval Amount (current) 36000
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 NAVARRE, SANTA ROSA, FL, 32566-7309
Project Congressional District FL-01
Number of Employees 4
NAICS code 523920
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 36244
Forgiveness Paid Date 2021-01-12

Companies related by officers

No other companies in our directory share the same officers as SOUNDSIDE FINANCIAL SERVICES INC.

Companies related by address

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

Date of last update: 02 May 2025

Sources: Florida Department of State

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