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ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC

ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC - Florida Company Profile

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Company Details

Entity Name:	ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC
Jurisdiction:	FLORIDA
Filing Type:	Domestic Profit
Status:	Active
Date Filed:	12 Sep 2007 (18 years ago)
Document Number:	P07000101540
FEI/EIN Number	260880228
Address:	13700-1 SIX MILE CYPRESS PKWY, FORT MYERS, FL, 33912, US
Mail Address:	13700-1 SIX MILE CYPRESS PKWY, FORT MYERS, FL, 33912, US
ZIP code:	33912
City:	Fort Myers
County:	Lee
Place of Formation:	FLORIDA

Links between entities

Type:

Headquarter of

Company Number:

7518025

State:

NEW YORK

NEW YORK profile:

ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC (NY)

Key Officers & Management

Name	Role	Address
WILLIAMS JEFFREY A	President	994 N Waterway Drive, Fort Myers, FL, 33919
Wong Esther H	Chief Executive Officer	14811 Laguna Drive, Fort Myers, FL, 33908
Williams Jeffrey A	Agent	13700-1 SIX MILE CYPRESS PARKWAY, FORT MYERS, FL, 33912
CHANDLER JOSHUA P	Vice President	14520 Woodland Nest Court, FORT MYERS, FL, 33912

Form 5500 Series

Employer Identification Number (EIN):

260880228

Plan Year:

2020

Number Of Participants:

25

Sponsors Telephone Number:

2394181100

File:

Plan Year:

2018

Number Of Participants:

20

Sponsors Telephone Number:

2394181100

File:

Plan Year:

2017

Number Of Participants:

15

Sponsors Telephone Number:

2394181100

File:

Plan Year:

2017

Number Of Participants:

12

Sponsors Telephone Number:

2394181100

File:

Plan Year:

2016

Number Of Participants:

9

Sponsors Telephone Number:

2394181100

File:

Fictitious Names

Registration Number	Fictitious Name	Status	Filed Date	Expiration Date	Cancellation Date	Mailing Address
G25000025490	GREGOIRE FAMILY INSURANCE	ACTIVE	2025-02-20	2030-12-31	-	17179 BONNIE AVE, SUITE B, PORT CHARLOTTE, FL, 33954
G16000040460	AWA INSURANCE	ACTIVE	2016-04-21	2026-12-31	-	13700-1 SIX MILE CYPRESS PARKWAY, SUITE 1, FORT MYERS, FL, 33912

Events

Event Type	Filed Date	Value	Description
REGISTERED AGENT NAME CHANGED	2024-02-16	Williams, Jeffrey A	-
CHANGE OF PRINCIPAL ADDRESS	2017-04-11	13700-1 SIX MILE CYPRESS PKWY, FORT MYERS, FL 33912	-
CHANGE OF MAILING ADDRESS	2017-04-11	13700-1 SIX MILE CYPRESS PKWY, FORT MYERS, FL 33912	-
REGISTERED AGENT ADDRESS CHANGED	2017-04-11	13700-1 SIX MILE CYPRESS PARKWAY, FORT MYERS, FL 33912	-

Documents

Name	Date
ANNUAL REPORT	2024-02-16
ANNUAL REPORT	2023-03-13
ANNUAL REPORT	2022-04-01
ANNUAL REPORT	2021-03-29
ANNUAL REPORT	2020-04-10
ANNUAL REPORT	2019-04-01
ANNUAL REPORT	2018-04-02
ANNUAL REPORT	2017-04-11
ANNUAL REPORT	2016-04-06
ANNUAL REPORT	2015-04-21

USAspending Awards / Financial Assistance

Date:

2020-04-07

Link:

View on USAspending

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:

322700.00

Total Face Value Of Loan:

322700.00

Paycheck Protection Program

Jobs Reported:

28

Initial Approval Amount:

$322,700

Date Approved:

2020-04-07

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$322,700

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$325,016.37

Servicing Lender:

Busey Bank

Use of Proceeds:

Payroll: $242,025
Rent: $80,675

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Date of last update: 01 Jul 2025

Sources: Florida Department of State