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  5. ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC

ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC

Headquarter

Company Details

Entity Name: ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 12 Sep 2007 (17 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
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

Agent

Name Role Address
Williams Jeffrey A Agent 13700-1 SIX MILE CYPRESS PARKWAY, FORT MYERS, FL, 33912

President

Name Role Address
WILLIAMS JEFFREY A President 994 N Waterway Drive, Fort Myers, FL, 33919

Vice President

Name Role Address
CHANDLER JOSHUA P Vice President 14520 Woodland Nest Court, FORT MYERS, FL, 33912

Chief Executive Officer

Name Role Address
Wong Esther H Chief Executive Officer 14811 Laguna Drive, Fort Myers, FL, 33908

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G16000040460 AWA INSURANCE ACTIVE 2016-04-21 2026-12-31 No data 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 No data
CHANGE OF PRINCIPAL ADDRESS 2017-04-11 13700-1 SIX MILE CYPRESS PKWY, FORT MYERS, FL 33912 No data
CHANGE OF MAILING ADDRESS 2017-04-11 13700-1 SIX MILE CYPRESS PKWY, FORT MYERS, FL 33912 No data
REGISTERED AGENT ADDRESS CHANGED 2017-04-11 13700-1 SIX MILE CYPRESS PARKWAY, FORT MYERS, FL 33912 No data

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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WILLIAMS JEFFREY A

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Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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