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SOUNDSIDE FINANCIAL SERVICES INC. - Florida Company Profile

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Company Details

Entity Name: SOUNDSIDE FINANCIAL SERVICES INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 10 Sep 2004 (21 years ago)
Document Number: P04000128825
FEI/EIN Number 412154665
Address: 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
Mail Address: 7552 NAVARRE PKWY, SUITE 35, NAVARRE, FL, 32566
ZIP code: 32566
City: Navarre
County: Santa Rosa
Place of Formation: FLORIDA

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

Form 5500 Series

Employer Identification Number (EIN):
412154665
Plan Year:
2024
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
3
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:

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

USAspending Awards / Financial Assistance

Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
36000.00
Total Face Value Of Loan:
36000.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
36000.00
Total Face Value Of Loan:
36000.00

Trademarks

Serial Number:
90522543
Mark:
YOUR LIFE. CLARIFIED.
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-02-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
YOUR LIFE. CLARIFIED.

Goods And Services

For:
Financial planning and investment advisory services
First Use:
2021-03-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
90522498
Mark:
CLEAR & FREE FINANCIAL FRAMEWORK
Status:
Registered. The registration date is used to determine when post-registration maintenance documents are due.
Mark Type:
Service Mark
Application Filing Date:
2021-02-10
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CLEAR & FREE FINANCIAL FRAMEWORK

Goods And Services

For:
Financial planning and investment advisory services
First Use:
2021-03-01
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
4
Initial Approval Amount:
$36,000
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$36,000
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$36,244
Servicing Lender:
Truist Bank
Use of Proceeds:
Payroll: $36,000

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Date of last update: 02 Aug 2025

Sources: Florida Department of State