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SUMMIT QUEST, INC. - Florida Company Profile

Company Details

Entity Name: SUMMIT QUEST, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

SUMMIT QUEST, 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: 20 May 2014 (11 years ago)
Document Number: P14000045097
FEI/EIN Number 47-0995930

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

Address: 3433 E GULF TO LAKE HWY, INVERNESS, FL, 34453, US
Mail Address: 3433 E GULF TO LAKE HWY, INVERNESS, FL, 34453, US
ZIP code: 34453
County: Citrus
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SUMMIT QUEST INC 401 K PLAN 2023 470995930 2024-07-11 SUMMIT QUEST INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 3433 E GULF TO LAKE HWY, INVERNESS, FL, 344533210
Plan sponsor’s address 3433 E GULF TO LAKE HWY, INVERNESS, FL, 344533210

Number of participants as of the end of the plan year

Active participants 0

Signature of

Role Plan administrator
Date 2024-07-11
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST INC 401 (K) PLAN 2022 470995930 2023-07-20 SUMMIT QUEST INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 3433 E GULF TO LAKE HWY, INVERNESS, FL, 344533210
Plan sponsor’s address 3433 E GULF TO LAKE HWY, INVERNESS, FL, 344533210

Number of participants as of the end of the plan year

Active participants 0
Number of participants with account balances as of the end of the plan year 0

Signature of

Role Plan administrator
Date 2023-07-20
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST INC 401(K) PLAN 2021 470995930 2022-09-28 SUMMIT QUEST INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 3433 E GULF TO LAKE HWY, INVERNESS, FL, 344533210
Plan sponsor’s address 3433 E GULF TO LAKE HWY, INVERNESS, FL, 344533210

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2022-09-28
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST INC 401(K) PLAN 2020 470995930 2021-07-28 SUMMIT QUEST INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 1471 N LAGOON PT, INVERNESS, FL, 344531324
Plan sponsor’s address 1471 N LAGOON PT, INVERNESS, FL, 344531324

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2021-07-28
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST INC 401 (K) PLAN 2019 470995930 2020-08-07 SUMMIT QUEST INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 1471 N LAGOON PT, INVERNESS, FL, 344531324
Plan sponsor’s address 1471 N LAGOON PT, INVERNESS, FL, 344531324

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2020-08-07
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST INC 401 (K) PLAN 2019 470995930 2020-08-07 SUMMIT QUEST INC 1
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 1471 N LAGOON PT, INVERNESS, FL, 344531324
Plan sponsor’s address 1471 N LAGOON PT, INVERNESS, FL, 344531324

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2020-08-07
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST INC 401 (K) PLAN 2018 470995930 2019-06-26 SUMMIT QUEST INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 1471 N LAGOON PT, INVERNESS, FL, 344531324
Plan sponsor’s address 1471 N LAGOON PT, INVERNESS, FL, 344531324

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2019-06-26
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST INC 401 (K) PLAN 2017 470995930 2018-08-10 SUMMIT QUEST INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 1471 N LAGOON PT, INVERNESS, FL, 344531324
Plan sponsor’s address 1471 N LAGOON PT, INVERNESS, FL, 344531324

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2018-08-10
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST, INC 401(K) PLAN 2016 470995930 2018-08-10 SUMMIT QUEST, INC. 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 1471 N LAGOON PT, INVERNESS, FL, 344531324
Plan sponsor’s address 1471 N LAGOON PT, INVERNESS, FL, 344531324

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2018-08-10
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
SUMMIT QUEST, INC 401 (K) PLAN 2015 470995930 2016-10-11 SUMMIT QUEST, INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-05-21
Business code 541219
Sponsor’s telephone number 3525841498
Plan sponsor’s mailing address 1471 N LAGOON PT, INVERNESS, FL, 344531324
Plan sponsor’s address 1471 N LAGOON PT, INVERNESS, FL, 344531324

Number of participants as of the end of the plan year

Active participants 1
Number of participants with account balances as of the end of the plan year 1

Signature of

Role Plan administrator
Date 2016-10-11
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-10-11
Name of individual signing WILLIAM MCKINNEY
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MCKINNEY PAMELA RCPA President 3433 E GULF TO LAKE HWY, INVERNESS, FL, 34453
MCKINNEY PAMELA R Agent 3433 E GULF TO LAKE HWY, INVERNESS, FL, 34453

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G24000100010 PAMELA R. MCKINNEY, CPA ACTIVE 2024-08-22 2029-12-31 - 3433 E GULF TO LAKE HWY, INVERNESS, FL, 34453
G14000130345 FREEDOM TAX SERVICES 3 LIBERTY TAX SERVICE EXPIRED 2014-12-27 2019-12-31 - 1471 N LAGOON PT, INVERNESS, FL, 34453
G14000130346 FREEDOM TAX SERVICES 4 LIBERTY TAX SERVICE EXPIRED 2014-12-27 2019-12-31 - 1471 N LAGOON PT, INVERNESS, FL, 34453
G14000084675 LIBERTY TAX SERVICE EXPIRED 2014-08-17 2019-12-31 - 1471 N LAGOON PT, INVERNESS, FL, 34453
G14000059383 FREEDOM TAX SERVICES 1 LLC EXPIRED 2014-06-10 2019-12-31 - 1471 N LAGOON PT, INVERNESS, FL, 34453
G14000059384 FREEDOM TAX SERVICES 2 LLC EXPIRED 2014-06-10 2019-12-31 - 1471 N LAGOON PT, INVERNESS, FL, 34453
G14000044523 LIBERTY TAX SERVICE ACTIVE 2014-05-05 2029-12-31 - 3433 E GULF TO LAKE HWY, INVERNESS, FL, 34453

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2023-01-06 3433 E GULF TO LAKE HWY, INVERNESS, FL 34453 -
CHANGE OF MAILING ADDRESS 2023-01-06 3433 E GULF TO LAKE HWY, INVERNESS, FL 34453 -
REGISTERED AGENT NAME CHANGED 2023-01-06 MCKINNEY, PAMELA R -
REGISTERED AGENT ADDRESS CHANGED 2023-01-06 3433 E GULF TO LAKE HWY, INVERNESS, FL 34453 -

Documents

Name Date
ANNUAL REPORT 2025-01-15
AMENDED ANNUAL REPORT 2024-10-24
ANNUAL REPORT 2024-01-08
ANNUAL REPORT 2023-01-06
ANNUAL REPORT 2022-01-12
ANNUAL REPORT 2021-01-04
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-01-09
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5720037102 2020-04-13 0491 PPP 3433 E Gulf To Lake Hwy, INVERNESS, FL, 34453-3210
Loan Status Date 2021-04-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 68000
Loan Approval Amount (current) 68000
Undisbursed Amount 0
Franchise Name Liberty Tax Service
Lender Location ID 19595
Servicing Lender Name Ameris Bank
Servicing Lender Address 3490 Piedmont Rd NE, Ste 124, ATLANTA, GA, 30305
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address INVERNESS, CITRUS, FL, 34453-3210
Project Congressional District FL-12
Number of Employees 18
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 19595
Originating Lender Name Ameris Bank
Originating Lender Address ATLANTA, GA
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 68439.34
Forgiveness Paid Date 2021-02-16
5336188310 2021-01-25 0491 PPS 1471, INVERNESS, FL, 34453
Loan Status Date 2021-09-28
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 76882.5
Loan Approval Amount (current) 76882.5
Undisbursed Amount 0
Franchise Name Liberty Tax Service
Lender Location ID 529471
Servicing Lender Name Itria Ventures LLC
Servicing Lender Address One Penn Plaza, Suite 4530, New York, NY, 10119
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address INVERNESS, CITRUS, FL, 34453
Project Congressional District FL-11
Number of Employees 8
NAICS code 541213
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 529471
Originating Lender Name Itria Ventures LLC
Originating Lender Address New York, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 77307.49
Forgiveness Paid Date 2021-08-30

Date of last update: 02 Apr 2025

Sources: Florida Department of State