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  5. PETERSON CONSULTING GROUP, INC.

PETERSON CONSULTING GROUP, INC.

Company Details

Entity Name: PETERSON CONSULTING GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Florida Profit Corporation
Status: Active
Date Filed: 13 Mar 1995 (30 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 26 Jan 2015 (10 years ago)
Document Number: P95000020343
FEI/EIN Number 65-0576736
Address: 31 ROYAL PALM POINTE, SUITE 100, VERO BEACH, FL 32960
Mail Address: 31 ROYAL PALM POINTE, SUITE 100, VERO BEACH, FL 32960
ZIP code: 32960
County: Indian River
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PETERSON CONSULTING GROUP PROFIT SHARING & 401(K) PLAN 2010 650576736 2011-01-12 PETERSON CONSULTING GROUP 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541600
Sponsor’s telephone number 8002697319
Plan sponsor’s address 80 ROYAL PALM PT STE 300, VERO BEACH, FL, 329604228

Plan administrator’s name and address
Administrator’s EIN 650576736
Plan administrator’s name PETERSON CONSULTING GROUP
Plan administrator’s address 80 ROYAL PALM PT STE 300, VERO BEACH, FL, 329604228
Administrator’s telephone number 8002697319

Signature of
Role Plan administrator
Date 2011-01-12
Name of individual signing DIANA PETERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-01-12
Name of individual signing DIANA PETERSON
Valid signature Filed with authorized/valid electronic signature
PETERSON CONSULTING GROUP PROFIT SHARING & 401(K) PLAN 2009 650576736 2010-08-09 PETERSON CONSULTING GROUP 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541600
Sponsor’s telephone number 8002697319
Plan sponsor’s address 80 ROYAL PALM PT STE 300, VERO BEACH, FL, 329604228

Plan administrator’s name and address
Administrator’s EIN 650576736
Plan administrator’s name PETERSON CONSULTING GROUP
Plan administrator’s address 80 ROYAL PALM PT STE 300, VERO BEACH, FL, 329604228
Administrator’s telephone number 8002697319

Signature of
Role Plan administrator
Date 2010-08-09
Name of individual signing DIANA PETERSON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-08-09
Name of individual signing DIANA PETERSON
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
HENDERSON, STEVE L Agent 817 BEACHLAND BLVD., VERO BEACH, FL 32963

President

Name Role Address
PETERSON, DAVID A, President President 31 ROYAL PALM STE 100, VERO BEACH, FL 32960

Vice President

Name Role Address
PETERSON, DIANA K, VP Vice President 31 ROYAL PALM - STE 100, VERO BEACH, FL 32960

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2015-01-26 PETERSON CONSULTING GROUP, INC. No data
CHANGE OF PRINCIPAL ADDRESS 2013-01-05 31 ROYAL PALM POINTE, SUITE 100, VERO BEACH, FL 32960 No data
CHANGE OF MAILING ADDRESS 2013-01-05 31 ROYAL PALM POINTE, SUITE 100, VERO BEACH, FL 32960 No data
AMENDMENT 2008-01-14 No data No data

Documents

Name Date
ANNUAL REPORT 2025-01-07
ANNUAL REPORT 2024-01-12
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-03
ANNUAL REPORT 2021-01-15
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-11
ANNUAL REPORT 2018-01-04
ANNUAL REPORT 2017-01-06
ANNUAL REPORT 2016-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8593587201 2020-04-28 0455 PPP 31 ROYAL PALM POINTE SUITE 100, VERO BEACH, FL, 32960
Loan Status Date 2021-05-07
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45000
Loan Approval Amount (current) 45000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address VERO BEACH, INDIAN RIVER, FL, 32960-0300
Project Congressional District FL-08
Number of Employees 2
NAICS code 541512
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 45419.18
Forgiveness Paid Date 2021-04-12
2444768300 2021-01-20 0455 PPS 31 Royal Palm Pt Ste 100, Vero Beach, FL, 32960-5222
Loan Status Date 2021-08-05
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 45000
Loan Approval Amount (current) 45000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 17616
Servicing Lender Name Seacoast National Bank
Servicing Lender Address 815 Colorado Ave, STUART, FL, 34994-3053
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Vero Beach, INDIAN RIVER, FL, 32960-5222
Project Congressional District FL-08
Number of Employees 2
NAICS code 541618
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 17616
Originating Lender Name Seacoast National Bank
Originating Lender Address STUART, FL
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 45210.82
Forgiveness Paid Date 2021-07-16

Related by officers

HENDERSON, STEVE L

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Related by address

No related companies by address

Date of last update: 02 Feb 2025

Sources: Florida Department of State

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