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MORRIS FINANCIAL GROUP, INC. - Florida Company Profile

Company Details

Entity Name: MORRIS FINANCIAL GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

MORRIS FINANCIAL GROUP, 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: 05 Oct 2018 (7 years ago)
Document Number: P18000084107
FEI/EIN Number 36-4926463

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

Address: 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976, US
Mail Address: 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976, US
ZIP code: 33976
County: Lee
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MORRIS FINANCIAL GROUP INC 2023 364926463 2024-09-13 MORRIS FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-01
Business code 523900
Sponsor’s telephone number 6602290718
Plan sponsor’s address 3801 37TH ST SW, LEHIGH ACRES, FL, 33976

Signature of

Role Plan administrator
Date 2024-09-13
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature
MORRIS FINANCIAL GROUP INC 2022 364926463 2023-09-14 MORRIS FINANCIAL GROUP INC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-03-01
Business code 523900
Sponsor’s telephone number 6602290718
Plan sponsor’s address 3801 37TH ST SW, LEHIGH ACRES, FL, 33976

Signature of

Role Plan administrator
Date 2023-09-14
Name of individual signing NICK RICE
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MORRIS SHELDON E President 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976
MORRIS SHELDON E Agent 3801 37TH STREET SW, LEHIGH ACRES, FL, 33976

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-04-12
ANNUAL REPORT 2022-07-15
ANNUAL REPORT 2021-04-29
ANNUAL REPORT 2020-03-22
ANNUAL REPORT 2019-03-28
Domestic Profit 2018-10-05

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1336807802 2020-05-21 0455 PPP 3801 37TH ST SW, LEHIGH ACRES, FL, 33976-4231
Loan Status Date 2021-11-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10000
Loan Approval Amount (current) 10000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description New Business or 2 years or less
Project Address LEHIGH ACRES, LEE, FL, 33976-4231
Project Congressional District FL-19
Number of Employees 1
NAICS code 523920
Borrower Race Black or African American
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount -
Forgiveness Paid Date -
7834788805 2021-04-22 0455 PPS 3801 37th St SW, Lehigh Acres, FL, 33976-4231
Loan Status Date 2022-05-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 10000
Loan Approval Amount (current) 10000
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 Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lehigh Acres, LEE, FL, 33976-4231
Project Congressional District FL-19
Number of Employees 1
NAICS code 531210
Borrower Race Black or African American
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 48270
Originating Lender Name JPMorgan Chase Bank, National Association
Originating Lender Address COLUMBUS, OH
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 10092.01
Forgiveness Paid Date 2022-03-31

Date of last update: 02 Apr 2025

Sources: Florida Department of State