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SUNGATE INSURANCE AGENCY INC. - Florida Company Profile

Company Details

Entity Name: SUNGATE INSURANCE AGENCY INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

SUNGATE 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: 27 Oct 2010 (14 years ago)
Last Event: AMENDMENT
Event Date Filed: 14 Jan 2022 (3 years ago)
Document Number: P10000088460
FEI/EIN Number 273851839

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

Address: 1540 INTERNATIONAL PKWY, LAKE MARY, FL, 32746, US
Mail Address: 1540 INTERNATIONAL PKWY, LAKE MARY, FL, 32746, US
ZIP code: 32746
County: Seminole
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUNGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2023 273851839 2024-05-07 SUNGATE INSURANCE AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1540 INTERNATIONAL PKWY, SUITE 2000, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2024-05-07
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2022 273851839 2023-04-03 SUNGATE INSURANCE AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1540 INTERNATIONAL PKWY, SUITE 2000, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2023-04-03
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2021 273851839 2022-07-26 SUNGATE INSURANCE AGENCY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1337 S INTERNATIONAL PARKWAY, SUITE 1311, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2022-07-26
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2020 273851839 2021-04-15 SUNGATE INSURANCE AGENCY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1337 S INTERNATIONAL PARKWAY, SUITE 1311, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2021-04-15
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2019 273851839 2020-05-26 SUNGATE INSURANCE AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1337 S INTERNATIONAL PARKWAY, SUITE 1311, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2020-05-26
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2018 273851839 2019-04-25 SUNGATE INSURANCE AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1337 S INTERNATIONAL PARKWAY, SUITE 1311, LAKE MARY, FL, 32746

Plan administrator’s name and address

Administrator’s EIN 264477125
Plan administrator’s name 401K GENERATION
Plan administrator’s address 195 INTERNATIONAL PKWY, S #311, LAKE MARY, FL, 32746
Administrator’s telephone number 8669985879

Signature of

Role Plan administrator
Date 2019-04-25
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2017 273851839 2018-05-01 SUNGATE INSURANCE AGENCY INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1337 S INTERNATIONAL PARKWAY, SUITE 1311, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2018-05-01
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2016 273851839 2017-06-29 SUNGATE INSURANCE AGENCY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1337 S INTERNATIONAL PARKWAY, SUITE 1311, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2017-06-29
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature
SUNGATE INSURANCE AGENCY INC 401 K PROFIT SHARING PLAN TRUST 2015 273851839 2016-06-20 SUNGATE INSURANCE AGENCY INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 524210
Sponsor’s telephone number 4078787979
Plan sponsor’s address 1337 S INTERNATIONAL PARKWAY, SUITE 1311, LAKE MARY, FL, 32746

Signature of

Role Plan administrator
Date 2016-06-20
Name of individual signing EDWARD ROJAS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
TOLAR KYLIE C President 1540 INTERNATIONAL PKWY, LAKE MARY, FL, 32746
Tolar Kylie C Agent 1540 INTERNATIONAL PKWY, LAKE MARY, FL, 32746

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-01-31 1540 INTERNATIONAL PKWY, STE 2000, LAKE MARY, FL 32746 -
REGISTERED AGENT NAME CHANGED 2022-01-31 Tolar, Kylie C -
CHANGE OF PRINCIPAL ADDRESS 2022-01-27 1540 INTERNATIONAL PKWY, STE 2000, LAKE MARY, FL 32746 -
CHANGE OF MAILING ADDRESS 2022-01-27 1540 INTERNATIONAL PKWY, STE 2000, LAKE MARY, FL 32746 -
AMENDMENT 2022-01-14 - -
REINSTATEMENT 2016-03-15 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2015-09-25 - -
NAME CHANGE AMENDMENT 2014-08-11 SUNGATE INSURANCE AGENCY INC. -
AMENDMENT 2010-12-03 - -

Documents

Name Date
ANNUAL REPORT 2025-02-03
ANNUAL REPORT 2024-02-07
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-31
Amendment 2022-01-14
ANNUAL REPORT 2021-01-12
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-18
ANNUAL REPORT 2017-01-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5052348504 2021-02-27 0491 PPS 1337 S International Pkwy Ste 1311, Lake Mary, FL, 32746-1402
Loan Status Date 2021-12-14
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53937
Loan Approval Amount (current) 53937
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Lake Mary, SEMINOLE, FL, 32746-1402
Project Congressional District FL-07
Number of Employees 5
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 67422
Originating Lender Name First Horizon Bank
Originating Lender Address MEMPHIS, TN
Gender Male Owned
Veteran Veteran
Forgiveness Amount 54305.57
Forgiveness Paid Date 2021-11-10
5529347103 2020-04-13 0491 PPP 1337 S INTERNATIONAL PKWY STE 1311, LAKE MARY, FL, 32746-1402
Loan Status Date 2021-07-17
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 53837
Loan Approval Amount (current) 53837
Undisbursed Amount 0
Franchise Name -
Lender Location ID 67422
Servicing Lender Name First Horizon Bank
Servicing Lender Address 165 Madison Ave, MEMPHIS, TN, 38103-2723
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LAKE MARY, SEMINOLE, FL, 32746-1402
Project Congressional District FL-07
Number of Employees 5
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 78586
Originating Lender Name IberiaBank, A Division of First Horizon Bank
Originating Lender Address Lafayette, LA
Gender Male Owned
Veteran Veteran
Forgiveness Amount 54472.58
Forgiveness Paid Date 2021-06-22

Date of last update: 01 Apr 2025

Sources: Florida Department of State