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SAFE RETIREMENT ADVICE, INC. - Florida Company Profile

Company Details

Entity Name: SAFE RETIREMENT ADVICE, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

SAFE RETIREMENT ADVICE, 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: 22 Aug 2011 (14 years ago)
Document Number: P11000074440
FEI/EIN Number 900759263

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

Address: 20674 Valprato Court, Venice, FL, 34293, US
Mail Address: 20674 Valprato Court, Venice, FL, 34293, US
ZIP code: 34293
County: Sarasota
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MONTGOMERY HOWARD R President 20674 Valprato Court, Venice, FL, 34293
MONTGOMERY JULIE K Vice President 20674 Valprato Court, Venice, FL, 34293
MONTGOMERY HOWARD R Agent 20674 Valprato Court, Venice, FL, 34293

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2020-01-07 20674 Valprato Court, Venice, FL 34293 -
CHANGE OF MAILING ADDRESS 2020-01-07 20674 Valprato Court, Venice, FL 34293 -
REGISTERED AGENT ADDRESS CHANGED 2020-01-07 20674 Valprato Court, Venice, FL 34293 -

Documents

Name Date
ANNUAL REPORT 2025-01-16
ANNUAL REPORT 2024-01-03
ANNUAL REPORT 2023-01-17
ANNUAL REPORT 2022-01-07
ANNUAL REPORT 2021-01-06
ANNUAL REPORT 2020-01-07
ANNUAL REPORT 2019-01-29
ANNUAL REPORT 2018-01-11
ANNUAL REPORT 2017-01-07
ANNUAL REPORT 2016-01-17

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4812467203 2020-04-27 0455 PPP 20674 Valprato Court, Venice, FL, 34293-2521
Loan Status Date 2021-06-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 3700
Loan Approval Amount (current) 3700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 94465
Servicing Lender Name Grow Financial FCU
Servicing Lender Address 9927 Delaney Lake Dr, TAMPA, FL, 33619-5071
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Venice, SARASOTA, FL, 34293-2521
Project Congressional District FL-17
Number of Employees 1
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 94465
Originating Lender Name Grow Financial FCU
Originating Lender Address TAMPA, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 3722.87
Forgiveness Paid Date 2021-02-12

Date of last update: 01 May 2025

Sources: Florida Department of State