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ESTATE AND RETIREMENT RESOURCES, INC. - Florida Company Profile

Company Details

Entity Name: ESTATE AND RETIREMENT RESOURCES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

ESTATE AND RETIREMENT RESOURCES, 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: 16 Mar 1998 (27 years ago)
Document Number: P98000024880
FEI/EIN Number 593505628

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

Address: 7500 SW 61ST AVENUE, STE 700, OCALA, FL, 34476
Mail Address: 7500 SW 61ST AVENUE, STE 700, OCALA, FL, 34476
ZIP code: 34476
County: Marion
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
RILEY MICHAEL D Manager 7500 SW 61ST AVENUE, SUITE 700, OCALA, FL, 34476
RILEY MICHAEL D Agent 7500 SW 61ST AVENUE, OCALA, FL, 34476

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2011-04-14 7500 SW 61ST AVENUE, STE 700, OCALA, FL 34476 -
CHANGE OF MAILING ADDRESS 2011-04-14 7500 SW 61ST AVENUE, STE 700, OCALA, FL 34476 -
REGISTERED AGENT ADDRESS CHANGED 2011-04-14 7500 SW 61ST AVENUE, STE 700, OCALA, FL 34476 -
REGISTERED AGENT NAME CHANGED 1999-05-13 RILEY, MICHAEL D -

Documents

Name Date
ANNUAL REPORT 2024-04-18
ANNUAL REPORT 2023-04-25
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-04-21
ANNUAL REPORT 2020-04-21
ANNUAL REPORT 2019-03-29
ANNUAL REPORT 2018-04-06
ANNUAL REPORT 2017-04-26
ANNUAL REPORT 2016-04-19
ANNUAL REPORT 2015-04-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1997247307 2020-04-29 0491 PPP 7500 SW 61ST AVENUE SUITE 700, OCALA, FL, 34476
Loan Status Date 2021-11-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 22788
Loan Approval Amount (current) 22788
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address OCALA, MARION, FL, 34476-0001
Project Congressional District FL-03
Number of Employees 2
NAICS code 541611
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 23109.53
Forgiveness Paid Date 2021-10-12

Date of last update: 01 Apr 2025

Sources: Florida Department of State