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EXPERT REAL ESTATE ADVISORS INC - Florida Company Profile

Company Details

Entity Name: EXPERT REAL ESTATE ADVISORS INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

EXPERT REAL ESTATE ADVISORS 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: 02 Jul 2012 (13 years ago)
Document Number: P12000058964
FEI/EIN Number 800839278

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

Address: 1222 CAMP AVENUE, MOUNT DORA, FL, 32757, US
Mail Address: 1222 CAMP AVENUE, MOUNT DORA, FL, 32757, US
ZIP code: 32757
County: Lake
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 800839278 2024-10-07 EXPERT REAL ESTATE ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3527200832
Plan sponsor’s address 1222 CAMP AVENUE, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2024-10-07
Name of individual signing MICHAEL VANDERFORD
Valid signature Filed with authorized/valid electronic signature
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 800839278 2023-08-29 EXPERT REAL ESTATE ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3527200832
Plan sponsor’s address 1222 CAMP AVENUE, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2023-08-29
Name of individual signing MICHAEL VANDERFORD
Valid signature Filed with authorized/valid electronic signature
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 800839278 2022-08-31 EXPERT REAL ESTATE ADVISORS, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3527200832
Plan sponsor’s address 1222 CAMP AVENUE, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2022-08-31
Name of individual signing CRYSTAL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 800839278 2021-07-22 EXPERT REAL ESTATE ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3525775202
Plan sponsor’s address 2110 N. DONNELLY ST., SUITE # 500, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2021-07-22
Name of individual signing CRYSTAL WILLIAMS
Valid signature Filed with authorized/valid electronic signature
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 800839278 2020-08-17 EXPERT REAL ESTATE ADVISORS, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3525775202
Plan sponsor’s address 2110 N. DONNELLY ST., SUITE # 102, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2020-08-17
Name of individual signing PAMELA SONNE
Valid signature Filed with authorized/valid electronic signature
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 800839278 2019-09-27 EXPERT REAL ESTATE ADVISORS, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3525775202
Plan sponsor’s address 2110 N. DONNELLY ST., SUITE # 102, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2019-09-27
Name of individual signing PAMELA SONNE
Valid signature Filed with authorized/valid electronic signature
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 800839278 2018-07-24 EXPERT REAL ESTATE ADVISORS, INC. 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3525775202
Plan sponsor’s address 2110 N. DONNELLY ST., SUITE # 102, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2018-07-24
Name of individual signing FRANCINE MARIE SELL
Valid signature Filed with authorized/valid electronic signature
EXPERT REAL ESTATE ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 800839278 2017-09-21 EXPERT REAL ESTATE ADVISORS, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 531210
Sponsor’s telephone number 3525775202
Plan sponsor’s address 2110 N. DONNELLY ST., SUITE # 102, MOUNT DORA, FL, 32757

Signature of

Role Plan administrator
Date 2017-09-21
Name of individual signing FRANCINE MARIE SELL
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
WORKINGER EDWARD C Shar 1222 CAMP AVENUE, MOUNT DORA, FL, 32757
WANBERG JONATHAN Shar 1222 CAMP AVENUE, MOUNT DORA, FL, 32757
Wightman Ross M Auth 1222 CAMP AVENUE, MOUNT DORA, FL, 32757
WIGHTMAN ROSS Agent 1222 CAMP AVENUE, MOUNT DORA, FL, 32757

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000031831 EXPERT ADVISORS GROUP ACTIVE 2018-03-07 2028-12-31 - 1222 CAMP AVENUE, MOUNT DORA, FL, 32757

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-02-18 1222 CAMP AVENUE, MOUNT DORA, FL 32757 -
CHANGE OF MAILING ADDRESS 2022-02-18 1222 CAMP AVENUE, MOUNT DORA, FL 32757 -
REGISTERED AGENT ADDRESS CHANGED 2022-02-18 1222 CAMP AVENUE, MOUNT DORA, FL 32757 -
REGISTERED AGENT NAME CHANGED 2021-02-25 WIGHTMAN, ROSS -

Documents

Name Date
ANNUAL REPORT 2025-02-13
ANNUAL REPORT 2024-01-29
ANNUAL REPORT 2023-02-17
ANNUAL REPORT 2022-02-18
ANNUAL REPORT 2021-02-25
AMENDED ANNUAL REPORT 2020-11-25
ANNUAL REPORT 2020-06-23
ANNUAL REPORT 2019-04-30
ANNUAL REPORT 2018-03-07
ANNUAL REPORT 2017-03-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8908848808 2021-04-23 0491 PPS 2110 N Donnelly St Ste 500, Mount Dora, FL, 32757-6968
Loan Status Date 2021-12-18
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 97227
Loan Approval Amount (current) 97227
Undisbursed Amount 0
Franchise Name -
Lender Location ID 48270
Servicing Lender Name JPMorgan Chase Bank, National Association
Servicing Lender Address 1111 Polaris Pkwy, COLUMBUS, OH, 43240-2031
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Mount Dora, LAKE, FL, 32757-6968
Project Congressional District FL-06
Number of Employees 9
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 97735.17
Forgiveness Paid Date 2021-11-05

Date of last update: 02 Apr 2025

Sources: Florida Department of State