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  5. THE TURNER INSURANCE ADVISOR GROUP,INC.

THE TURNER INSURANCE ADVISOR GROUP,INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: THE TURNER INSURANCE ADVISOR GROUP,INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

THE TURNER INSURANCE ADVISOR 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: 11 Mar 1998 (27 years ago)
Last Event: AMENDMENT AND NAME CHANGE
Event Date Filed: 05 Jul 2013 (12 years ago)
Document Number: P98000022972
FEI/EIN Number 593497275

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 2121 NE COACHMAN ROAD, CLEARWATER, FL, 33765
Mail Address: 2121 NE COACHMAN ROAD, CLEARWATER, FL, 33765
ZIP code: 33765
County: Pinellas
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of THE TURNER INSURANCE ADVISOR GROUP,INC., IDAHO 5735721 IDAHO

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2023 593497275 2025-01-22 THE TURNER INSURANCE ADVISOR GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2022 593497275 2023-10-13 THE TURNER INSURANCE ADVISOR GROUP, INC. 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2021 593497275 2022-09-20 THE TURNER INSURANCE ADVISOR GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765

Signature of
Role Plan administrator
Date 2022-09-20
Name of individual signing MARTIN TURNER
Valid signature Filed with authorized/valid electronic signature
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2020 593497275 2021-09-24 THE TURNER INSURANCE ADVISOR GROUP, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765

Signature of
Role Plan administrator
Date 2021-09-24
Name of individual signing MARTIN TURNER
Valid signature Filed with authorized/valid electronic signature
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2019 593497275 2020-09-11 THE TURNER INSURANCE ADVISOR GROUP, INC. 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2018 593497275 2019-09-23 THE TURNER INSURANCE ADVISOR GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2017 593497275 2018-07-19 THE TURNER INSURANCE ADVISOR GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2016 593497275 2017-07-17 THE TURNER INSURANCE ADVISOR GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2015 593497275 2016-05-16 THE TURNER INSURANCE ADVISOR GROUP, INC. 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765

Signature of
Role Plan administrator
Date 2016-05-16
Name of individual signing MARTIN TURNER
Valid signature Filed with authorized/valid electronic signature
THE TURNER INSURANCE ADVISOR GROUP, INC. 401K PROFIT SHARING PLAN 2014 593497275 2015-04-20 THE TURNER INSURANCE ADVISOR GROUP, INC. 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2007-01-01
Business code 812990
Sponsor’s telephone number 7274420012
Plan sponsor’s address 2121 NORTH EAST COACHMAN ROAD, CLEARWATER, FL, 33765

Signature of
Role Plan administrator
Date 2015-04-20
Name of individual signing LISA BRACKENHAMER
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
TURNER MARTIN President 2121 NE COACHMAN RD, CLEARWATER, FL, 33765
TURNER LISA D Vice President 2121 NE COACHMAN RD, CLEARWATER, FL, 33765
TURNER MARTIN S Agent 2121 NE COACHMAN ROAD, CLEARWATER, FL, 33765

Events

Event Type Filed Date Value Description
AMENDMENT AND NAME CHANGE 2013-07-05 THE TURNER INSURANCE ADVISOR GROUP,INC. -
REGISTERED AGENT NAME CHANGED 2013-02-25 TURNER, MARTIN S -
CHANGE OF PRINCIPAL ADDRESS 2000-04-03 2121 NE COACHMAN ROAD, CLEARWATER, FL 33765 -
CHANGE OF MAILING ADDRESS 2000-04-03 2121 NE COACHMAN ROAD, CLEARWATER, FL 33765 -
REGISTERED AGENT ADDRESS CHANGED 2000-04-03 2121 NE COACHMAN ROAD, CLEARWATER, FL 33765 -
NAME CHANGE AMENDMENT 1998-04-06 SANDBERGEN INSURANCE, INC. -

Documents

Name Date
ANNUAL REPORT 2024-01-19
ANNUAL REPORT 2023-01-19
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-03-15
ANNUAL REPORT 2020-01-19
ANNUAL REPORT 2019-02-11
ANNUAL REPORT 2018-01-15
ANNUAL REPORT 2017-01-07
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-19

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
3097997106 2020-04-11 0455 PPP 2121 NE COACHMAN RD, CLEARWATER, FL, 33765-2616
Loan Status Date 2021-03-04
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 148257
Loan Approval Amount (current) 148257
Undisbursed Amount 0
Franchise Name -
Lender Location ID 123396
Servicing Lender Name Connecticut Community Bank, National Association
Servicing Lender Address 605 West Ave, Norwalk, CT, 06850
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CLEARWATER, PINELLAS, FL, 33765-2616
Project Congressional District FL-13
Number of Employees 13
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 123396
Originating Lender Name Connecticut Community Bank, National Association
Originating Lender Address Norwalk, CT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 149529.54
Forgiveness Paid Date 2021-02-19

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Date of last update: 01 Apr 2025

Sources: Florida Department of State

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