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  5. HEATHER THIES INSURANCE AGENCY, INC.

HEATHER THIES INSURANCE AGENCY, INC.

Company Details

Entity Name: HEATHER THIES INSURANCE AGENCY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 17 Jan 2006 (19 years ago)
Document Number: P06000006744
FEI/EIN Number 204114663
Address: 525 W. Hwy 50, CLERMONT, FL, 34711, US
Mail Address: 525 W. Hwy 50, CLERMONT, FL, 34711, US
ZIP code: 34711
County: Lake
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2023 204114663 2024-05-15 HEATHER THIES INSURANCE AGENCY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2024-05-15
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2022 204114663 2023-06-06 HEATHER THIES INSURANCE AGENCY, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2023-06-06
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2021 204114663 2022-06-14 HEATHER THIES INSURANCE AGENCY, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2022-06-14
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-06-14
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2020 204114663 2021-05-03 HEATHER THIES INSURANCE AGENCY, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2021-05-03
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-05-03
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2019 204114663 2020-06-01 HEATHER THIES INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2020-06-01
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-06-01
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2018 204114663 2019-05-20 HEATHER THIES INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2019-05-20
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2017 204114663 2018-05-17 HEATHER THIES INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2018-05-17
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-17
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC 401(K) PLAN 2016 204114663 2017-06-16 HEATHER THIES INSURANCE AGENCY, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W.HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2017-06-16
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-06-16
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC. 401(K) PLAN 2015 204114663 2016-05-17 HEATHER THIES INSURANCE AGENCY, INC. 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 525 W. HWY 50, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2016-05-17
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-17
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
HEATHER THIES INSURANCE AGENCY, INC. 401(K) PLAN 2014 204114663 2015-03-04 HEATHER THIES INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-01-01
Business code 524210
Sponsor’s telephone number 3523946933
Plan sponsor’s address 297 E. HWY. 50 SUITE 1, CLERMONT, FL, 34711

Signature of
Role Plan administrator
Date 2015-03-04
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-03-04
Name of individual signing HEATHER THIES
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
THIES HEATHER Agent 525 W. Hwy 50, CLERMONT, FL, 34711

President

Name Role Address
THIES HEATHER President 525 W. Hwy 50, CLERMONT, FL, 34711

Secretary

Name Role Address
THIES HEATHER Secretary 525 W. Hwy 50, CLERMONT, FL, 34711

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2016-01-21 525 W. Hwy 50, CLERMONT, FL 34711 No data
CHANGE OF MAILING ADDRESS 2016-01-21 525 W. Hwy 50, CLERMONT, FL 34711 No data
REGISTERED AGENT ADDRESS CHANGED 2016-01-21 525 W. Hwy 50, CLERMONT, FL 34711 No data

Documents

Name Date
ANNUAL REPORT 2025-01-27
ANNUAL REPORT 2024-01-30
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-06
ANNUAL REPORT 2018-01-18
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3365277110 2020-04-11 0491 PPP 525 HIGHWAY 50, CLERMONT, FL, 34711-3033
Loan Status Date 2021-04-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 111000
Loan Approval Amount (current) 111000
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 CLERMONT, LAKE, FL, 34711-3033
Project Congressional District FL-11
Number of Employees 12
NAICS code 524298
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 112032.92
Forgiveness Paid Date 2021-03-23

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Date of last update: 02 Feb 2025

Sources: Florida Department of State

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