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G. QUARTERMAN INSURANCE AGENCY, INC. - Florida Company Profile

Company Details

Entity Name: G. QUARTERMAN INSURANCE AGENCY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

G. QUARTERMAN 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: 29 Oct 2008 (16 years ago)
Document Number: P08000097275
FEI/EIN Number 263639851

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 8130 LAKEWOOD MAIN STREET, STE 206, LONGWOOD RANCH, FL, 34202, US
Mail Address: 8130 Lakewood Main Street, suite 206, Lakewood Rance, FL, 34202, US
ZIP code: 34202
County: Manatee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2023 263639851 2024-09-13 G. QUARTERMAN INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 2970 UNIVERSITY PARKWAY, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-09-13
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2022 263639851 2024-03-11 G. QUARTERMAN INSURANCE AGENCY, INC. 4
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 2970 UNIVERSITY PARKWAY, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP , LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-03-11
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2022 263639851 2023-09-22 G. QUARTERMAN INSURANCE AGENCY, INC. 4
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 2970 UNIVERSITY PARKWAY, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP , LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-09-22
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2022 263639851 2024-09-05 G. QUARTERMAN INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 2970 UNIVERSITY PARKWAY, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP , LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-09-05
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2021 263639851 2023-09-13 G. QUARTERMAN INSURANCE AGENCY, INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 3751 CALEDONIA LANE, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2023-09-13
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2021 263639851 2024-03-11 G. QUARTERMAN INSURANCE AGENCY, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 3751 CALEDONIA LANE, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2024-03-11
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2021 263639851 2022-09-23 G. QUARTERMAN INSURANCE AGENCY, INC. 4
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 3751 CALEDONIA LANE, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2022-09-23
Name of individual signing TARA EVANS
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2020 263639851 2021-06-10 G. QUARTERMAN INSURANCE AGENCY, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 3751 CALEDONIA LANE, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2021-06-10
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature
G. QUARTERMAN INSURANCE AGENCY, INC. 401(K) PLAN 2019 263639851 2020-08-29 G. QUARTERMAN INSURANCE AGENCY, INC. 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 524140
Sponsor’s telephone number 9413514663
Plan sponsor’s address 3751 CALEDONIA LANE, SARASOTA, FL, 34240

Plan administrator’s name and address

Administrator’s EIN 621874769
Plan administrator’s name TAG RESOURCES, LLC
Plan administrator’s address 6501 DEANE HILL DRIVE, KNOXVILLE, TN, 37919
Administrator’s telephone number 8656701844

Signature of

Role Plan administrator
Date 2020-08-29
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
QUARTERMAN GEORGE Director 3751 CALEDONIA LANE, SARASOTA, FL, 34240
QUARTERMAN GEORGE President 3751 CALEDONIA LANE, SARASOTA, FL, 34240
QUARTERMAN GEORGE Secretary 3751 CALEDONIA LANE, SARASOTA, FL, 34240
QUARTERMAN GEORGE Treasurer 3751 CALEDONIA LANE, SARASOTA, FL, 34240
BLALOCK, WALTERS, HELD & JOHNSON, P.A. Agent 802 11TH STREET WEST, BRADENTON, FL, 34205

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2020-03-19 8130 LAKEWOOD MAIN STREET, STE 206, LONGWOOD RANCH, FL 34202 -
CHANGE OF PRINCIPAL ADDRESS 2015-02-25 8130 LAKEWOOD MAIN STREET, STE 206, LONGWOOD RANCH, FL 34202 -

Documents

Name Date
ANNUAL REPORT 2024-04-01
ANNUAL REPORT 2023-02-08
ANNUAL REPORT 2022-02-02
ANNUAL REPORT 2021-03-14
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-02-25
ANNUAL REPORT 2018-02-25
ANNUAL REPORT 2017-01-20
ANNUAL REPORT 2016-02-08
ANNUAL REPORT 2015-02-25

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4511657306 2020-04-29 0455 PPP 8130 Lakewood Main Street, suite 206, Lakewood Ranch, FL, 34202
Loan Status Date 2021-07-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53137
Loan Approval Amount (current) 53137
Undisbursed Amount 0
Franchise Name -
Lender Location ID 122043
Servicing Lender Name WebBank
Servicing Lender Address 215 S State St, Ste 1000, SALT LAKE CITY, UT, 84111-2336
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lakewood Ranch, MANATEE, FL, 34202-0300
Project Congressional District FL-16
Number of Employees 5
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 122043
Originating Lender Name WebBank
Originating Lender Address SALT LAKE CITY, UT
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 53721.51
Forgiveness Paid Date 2021-06-02

Date of last update: 02 Apr 2025

Sources: Florida Department of State