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LISA S. BARTON, INC. - Florida Company Profile

Company Details

Entity Name: LISA S. BARTON, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

LISA S. BARTON, 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: 24 Dec 2013 (11 years ago)
Document Number: P13000101459
FEI/EIN Number 46-4381940

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

Address: 1215 Creek View Way, PONTE VEDRA BEACH, FL, 32082, US
Mail Address: 1215 Creek View Way, PONTE VEDRA BEACH, FL, 32082, US
ZIP code: 32082
County: St. Johns
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LISA S. BARTON 401(K) PLAN 2023 464381940 2024-05-31 LISA S. BARTON, INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 9046136779
Plan sponsor’s address 1215 CREEK VIEW WAY, PONTE VEDRA BEACH, FL, 32082

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 2024-05-31
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
LISA S. BARTON 401(K) PLAN 2022 464381940 2023-09-01 LISA S. BARTON, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 9046136779
Plan sponsor’s address 1215 CREEK VIEW WAY, PONTE VEDRA BEACH, FL, 32082

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 2023-09-01
Name of individual signing TARA EVANS, FOR TAG RESOURCES
Valid signature Filed with authorized/valid electronic signature
LISA S. BARTON 401(K) PLAN 2021 464381940 2022-08-16 LISA S. BARTON, INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 9046136779
Plan sponsor’s address 1215 CREEK VIEW WAY, PONTE VEDRA BEACH, FL, 32082

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 2022-08-16
Name of individual signing TARA EVANS
Valid signature Filed with authorized/valid electronic signature
LISA S. BARTON 401(K) PLAN 2020 464381940 2021-05-27 LISA S. BARTON, INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 531210
Sponsor’s telephone number 9046136779
Plan sponsor’s address 1215 CREEK VIEW WAY, PONTE VEDRA BEACH, FL, 32082

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 2021-05-27
Name of individual signing PHIL TISUE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
BARTON LISA S Director 1215 Creek View Way, PONTE VEDRA BEACH, FL, 32082
BARTON LISA S President 1215 Creek View Way, PONTE VEDRA BEACH, FL, 32082
BARTON LISA S Secretary 1215 Creek View Way, PONTE VEDRA BEACH, FL, 32082
BARTON LISA S Treasurer 1215 Creek View Way, PONTE VEDRA BEACH, FL, 32082
BARTON LISA S Agent 1215 Creek View Way, PONTE VEDRA BEACH, FL, 32082

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000019072 LISA BARTON TEAM REAL ESTATE PONTE VEDRA ACTIVE 2021-02-08 2026-12-31 - 1215 CREEK VIEW WAY, PONTE VEDRA BEACH, FL, 32082

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2017-04-07 1215 Creek View Way, PONTE VEDRA BEACH, FL 32082 -
CHANGE OF PRINCIPAL ADDRESS 2017-04-07 1215 Creek View Way, PONTE VEDRA BEACH, FL 32082 -
REGISTERED AGENT ADDRESS CHANGED 2017-04-07 1215 Creek View Way, PONTE VEDRA BEACH, FL 32082 -

Documents

Name Date
ANNUAL REPORT 2025-01-27
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-03-04
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-07-09
ANNUAL REPORT 2020-04-16
ANNUAL REPORT 2019-04-04
ANNUAL REPORT 2018-04-09
ANNUAL REPORT 2017-04-07
ANNUAL REPORT 2016-06-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9288617402 2020-05-20 0491 PPP 1215 CREEK VIEW WAY, PONTE VEDRA BEACH, FL, 32082-2509
Loan Status Date 2021-05-12
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 16827
Loan Approval Amount (current) 16827
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PONTE VEDRA BEACH, SAINT JOHNS, FL, 32082-2509
Project Congressional District FL-05
Number of Employees 4
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 16980.98
Forgiveness Paid Date 2021-04-20

Date of last update: 03 Apr 2025

Sources: Florida Department of State