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  5. ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC

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

Headquarter

Company Details

Entity Name: ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, 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: 12 Sep 2007 (18 years ago)
Document Number: P07000101540
FEI/EIN Number 260880228

Federal Employer Identification (FEI) Number assigned by the IRS.
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
County: Lee
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC, NEW YORK 7518025 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2020 260880228 2021-08-19 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13700 SIX MILE CYPRESS PKWY, SUITE 1, FORT MYERS, FL, 33912
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2018 260880228 2019-07-23 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13700-1 6 MILE CYPRESS PARKWAY, FORT MYERS, FL, 33912
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2017 260880228 2018-10-13 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13700-1 6 MILE CYPRESS PARKWAY, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2018-10-13
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-13
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC CASH BALANCE PLAN 2017 260880228 2018-10-13 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13700-1 6 MILE CYPRESS PKWY, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2018-10-13
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-13
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC CASH BALANCE PLAN 2016 260880228 2017-10-07 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13700-1 6 MILE CYPRESS PKWY, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2017-10-07
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2016 260880228 2017-10-07 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13720-2 6 MILE CYPRESS PARKWAY, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2017-10-07
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN 2015 260880228 2018-02-13 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1997-08-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13720-2 6 MILE CYPRESS PARKWAY, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2018-02-13
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature
ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC CASH BALANCE PLAN 2015 260880228 2016-10-17 ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 9
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 2394181100
Plan sponsor’s address 13720-2 6 MILE CYPRESS PKWY, FORT MYERS, FL, 33912

Signature of
Role Plan administrator
Date 2016-10-17
Name of individual signing ESTHER MADDUX
Valid signature Filed with authorized/valid electronic signature

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

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6896877007 2020-04-07 0455 PPP 13700 Six Mile Cypress Pkwy suite 1, FORT MYERS, FL, 33912
Loan Status Date 2021-02-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 322700
Loan Approval Amount (current) 322700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 22749
Servicing Lender Name Busey Bank
Servicing Lender Address 100 W University Ave, CHAMPAIGN, IL, 61820-3910
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address FORT MYERS, LEE, FL, 33912-0001
Project Congressional District FL-19
Number of Employees 28
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 22749
Originating Lender Name Busey Bank
Originating Lender Address CHAMPAIGN, IL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 325016.37
Forgiveness Paid Date 2021-01-07

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Companies related by address

No other companies in our directory share the same address as ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC

Date of last update: 01 Apr 2025

Sources: Florida Department of State

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