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  5. ASSURANCE HOME LOAN, INC.

ASSURANCE HOME LOAN, INC.

Company Details

Entity Name: ASSURANCE HOME LOAN, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 15 Jan 1998 (27 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 21 Dec 2020 (4 years ago)
Document Number: P98000004963
FEI/EIN Number 650815585
Address: 150 Coconut Dr, Indialantic, FL, 32903, US
Mail Address: 150 Coconut Dr, Indialantic, FL, 32903, US
ZIP code: 32903
County: Brevard
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
ASSURANCE HOME LOAN INC 401(K) PROFIT SHARING PLAN & TRUST 2023 650815585 2024-05-31 ASSURANCE HOME LOAN INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 150 COCONUT DR STE 202, INDIALANTIC, FL, 329032600

Signature of
Role Plan administrator
Date 2024-05-31
Name of individual signing JOHN SORGENFREI
Valid signature Filed with authorized/valid electronic signature
ASSURANCE HOME LOAN INC 401(K) PROFIT SHARING PLAN & TRUST 2022 650815585 2023-04-17 ASSURANCE HOME LOAN INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 150 COCONUT DR STE 202, INDIALANTIC, FL, 329032600

Signature of
Role Plan administrator
Date 2023-04-17
Name of individual signing JOHN SORGENFREI
Valid signature Filed with authorized/valid electronic signature
ASSURANCE HOME LOAN INC 401(K) PROFIT SHARING PLAN & TRUST 2021 650815585 2022-05-20 ASSURANCE HOME LOAN INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 150 COCONUT DR STE 202, INDIALANTIC, FL, 329032600

Signature of
Role Plan administrator
Date 2022-05-20
Name of individual signing JOHN R SORGENFREI
Valid signature Filed with authorized/valid electronic signature
ASSURANCE HOME LOAN INC 401(K) PROFIT SHARING PLAN & TRUST 2020 650815585 2021-04-05 ASSURANCE HOME LOAN INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 150 COCONUT DR STE 202, INDIALANTIC, FL, 329032600

Signature of
Role Plan administrator
Date 2021-04-05
Name of individual signing JOHN SORGENFREI
Valid signature Filed with authorized/valid electronic signature
ASSURANCE HOME LOAN INC 401(K) PROFIT SHARING PLAN & TRUST 2019 650815585 2020-04-17 ASSURANCE HOME LOAN INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 150 COCONUT DR STE 202, INDIALANTIC, FL, 329032600

Signature of
Role Plan administrator
Date 2020-04-17
Name of individual signing JOHN SORGENFREI
Valid signature Filed with authorized/valid electronic signature
ASSURANCE HOME LOAN INC 401 K PROFIT SHARING PLAN TRUST 2018 650815585 2019-05-08 ASSURANCE HOME LOAN INC 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 150 COCONUT DR STE 202, INDIALANTIC, FL, 329032600

Signature of
Role Plan administrator
Date 2019-05-08
Name of individual signing JOHN SORGENFREI
Valid signature Filed with authorized/valid electronic signature
ASSURANCE HOME LOAN INC 401 K PROFIT SHARING PLAN TRUST 2017 650815585 2018-07-13 ASSURANCE HOME LOAN INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 150 COCONUT DR STE 202, INDIALANTIC, FL, 329032600

Signature of
Role Plan administrator
Date 2018-07-13
Name of individual signing JOHN SORGENFREI
Valid signature Filed with authorized/valid electronic signature
ASSURANCE HOME LOAN INC 401 K PROFIT SHARING PLAN TRUST 2016 650815585 2017-06-19 ASSURANCE HOME LOAN INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-01-01
Business code 522300
Sponsor’s telephone number 3217280101
Plan sponsor’s address 1829 S HARBOR CITY BLVD, MELBOURNE, FL, 32901

Signature of
Role Plan administrator
Date 2017-06-19
Name of individual signing JOHN SORGENFREI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
SORGENFREI DEANA A Agent 4560 S. HWY A1A, MELBOURNE BEACH, FL, 32951

President

Name Role Address
SORGENFREI JOHN R President 4560 S. HIGHWAY A1A, MELBOURNE BEACH, FL, 32951

Treasurer

Name Role Address
SORGENFREI JOHN R Treasurer 4560 S. HIGHWAY A1A, MELBOURNE BEACH, FL, 32951

Director

Name Role Address
SORGENFREI JOHN R Director 4560 S. HIGHWAY A1A, MELBOURNE BEACH, FL, 32951
SORGENFREI DEANA A Director 4560 S. HWY A1A, MELBOURNE BEACH, FL, 32951

Vice President

Name Role Address
SORGENFREI DEANA A Vice President 4560 S. HWY A1A, MELBOURNE BEACH, FL, 32951

Secretary

Name Role Address
SORGENFREI DEANA A Secretary 4560 S. HWY A1A, MELBOURNE BEACH, FL, 32951

Officer

Name Role Address
Rabel John SJr. Officer 491 Mosswood Blvd, Indialantic, FL, 32903

Events

Event Type Filed Date Value Description
REINSTATEMENT 2020-12-21 No data No data
REGISTERED AGENT NAME CHANGED 2020-12-21 SORGENFREI, DEANA A No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2020-09-25 No data No data
CHANGE OF PRINCIPAL ADDRESS 2018-04-30 150 Coconut Dr, Suite #202, Indialantic, FL 32903 No data
CHANGE OF MAILING ADDRESS 2018-04-30 150 Coconut Dr, Suite #202, Indialantic, FL 32903 No data
REGISTERED AGENT ADDRESS CHANGED 2008-04-23 4560 S. HWY A1A, MELBOURNE BEACH, FL 32951 No data

Documents

Name Date
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-04-17
ANNUAL REPORT 2022-01-14
ANNUAL REPORT 2021-04-29
REINSTATEMENT 2020-12-21
ANNUAL REPORT 2019-05-01
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-04-28
ANNUAL REPORT 2016-03-01
ANNUAL REPORT 2015-03-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5378287405 2020-05-12 0455 PPP 150 Coconut Dr #202, Indialantic, FL, 32903
Loan Status Date 2021-07-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 40000
Loan Approval Amount (current) 40000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Indialantic, BREVARD, FL, 32903-0001
Project Congressional District FL-08
Number of Employees 4
NAICS code 522291
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 40447.78
Forgiveness Paid Date 2021-06-22

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Date of last update: 01 Feb 2025

Sources: Florida Department of State

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