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SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. - Florida Company Profile

Company Details

Entity Name: SURGICAL ASSOCIATES OF WEST FLORIDA, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 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: 15 May 1995 (30 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 07 Jun 2011 (14 years ago)
Document Number: P95000038864
FEI/EIN Number 593317557

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

Address: 1840 MEASE DR, STE 301, SAFETY HARBOR, FL, 34695
Mail Address: 1840 MEASE DR, STE 301, SAFETY HARBOR, FL, 34695
ZIP code: 34695
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2022 593317557 2023-03-20 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2023-03-20
Name of individual signing THEODORE SMALL
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2021 593317557 2022-03-23 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2022-03-23
Name of individual signing THEODORE SMALL
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2020 593317557 2021-02-23 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2021-02-23
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2019 593317557 2020-06-02 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2020-06-02
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2018 593317557 2019-05-21 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 28
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2019-05-21
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2017 593317557 2018-09-13 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 27
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2018-09-13
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2016 593317557 2017-09-15 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2017-09-15
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-09-15
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2015 593317557 2016-06-02 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 26
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2016-06-02
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-06-02
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2014 593317557 2015-10-07 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 25
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2015-10-07
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-10-07
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2013 593317557 2014-10-07 SURGICAL ASSOCIATES OF WEST FLORIDA, P.A. 24
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1996-01-01
Business code 621111
Sponsor’s telephone number 7277123233
Plan sponsor’s address 1840 MEASE DRIVE, SUITE 301, SAFETY HARBOR, FL, 34695

Signature of

Role Plan administrator
Date 2014-10-07
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2014-10-07
Name of individual signing DAVID BERRY
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
ROTH ROBERT J Vice President 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
ROTH ROBERT J Director 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
SMALL THEODORE M President 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
SMALL THEODORE M Chairman 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
SMALL THEODORE M Director 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
SCHMIDT RICK M Vice President 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
SCHMIDT RICK M Director 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
ZUZGA MARK D Vice President 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
ZUZGA MARK D Director 1840 MEASE DR STE 301, SAFETY HARBOR, FL, 34695
Munford Christina Vice President 1840 MEASE DR, SAFETY HARBOR, FL, 34695

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2022-01-05 Small, Theodore MD -
REINSTATEMENT 2011-06-07 - -
REGISTERED AGENT ADDRESS CHANGED 2011-06-07 1840 MEASE DR, STE 301, SAFETY HARBOR, FL 34695 -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2010-09-24 - -
AMENDMENT 2009-09-08 - -
CHANGE OF PRINCIPAL ADDRESS 2008-09-08 1840 MEASE DR, STE 301, SAFETY HARBOR, FL 34695 -
CHANGE OF MAILING ADDRESS 2008-09-08 1840 MEASE DR, STE 301, SAFETY HARBOR, FL 34695 -
AMENDMENT 2007-08-08 - -
AMENDMENT 2007-05-04 - -

Documents

Name Date
ANNUAL REPORT 2024-02-10
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-05
ANNUAL REPORT 2021-01-14
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-01-12
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-14
ANNUAL REPORT 2015-01-08

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6480717110 2020-04-14 0455 PPP 1840 Mease Drive, Safety Harbor, FL, 34695-6602
Loan Status Date 2021-07-14
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 496000
Loan Approval Amount (current) 496000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Safety Harbor, PINELLAS, FL, 34695-6602
Project Congressional District FL-13
Number of Employees 13
NAICS code 621111
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 501557.92
Forgiveness Paid Date 2021-06-11

Date of last update: 02 Apr 2025

Sources: Florida Department of State