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  5. BILL LOVELL INSURANCE, INC.

BILL LOVELL INSURANCE, INC.

Company Details

Entity Name: BILL LOVELL INSURANCE, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 02 Nov 1998 (26 years ago)
Document Number: P98000093299
FEI/EIN Number 650888382
Address: 527 SW 10TH ST, OCALA, FL, 34471, US
Mail Address: 527 SW 10TH ST, OCALA, FL, 34471, US
ZIP code: 34471
County: Marion
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BILL LOVELL INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST 2023 650888382 2024-04-03 BILL LOVELL INSURANCE INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2024-04-03
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST 2022 650888382 2023-03-29 BILL LOVELL INSURANCE INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2023-03-29
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST 2021 650888382 2022-04-07 BILL LOVELL INSURANCE INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2022-04-07
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST 2020 650888382 2021-05-05 BILL LOVELL INSURANCE INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2021-05-05
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401(K) PROFIT SHARING PLAN & TRUST 2019 650888382 2020-04-09 BILL LOVELL INSURANCE INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2020-04-09
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401 K PROFIT SHARING PLAN TRUST 2018 650888382 2019-03-25 BILL LOVELL INSURANCE INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2019-03-25
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401 K PROFIT SHARING PLAN TRUST 2017 650888382 2018-06-28 BILL LOVELL INSURANCE INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2018-06-28
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401 K PROFIT SHARING PLAN TRUST 2016 650888382 2017-08-23 BILL LOVELL INSURANCE INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2017-08-23
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401 K PROFIT SHARING PLAN TRUST 2015 650888382 2016-07-07 BILL LOVELL INSURANCE INC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2016-07-07
Name of individual signing WILLIAM B LOVELL
Valid signature Filed with authorized/valid electronic signature
BILL LOVELL INSURANCE INC 401 K PROFIT SHARING PLAN TRUST 2014 650888382 2015-07-24 BILL LOVELL INSURANCE INC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2012-01-01
Business code 524210
Sponsor’s telephone number 3528678777
Plan sponsor’s address 527 SW 10TH ST., OCALA, FL, 34471

Signature of
Role Plan administrator
Date 2015-07-24
Name of individual signing WILLIAM LOVELL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Lovell Karin K Agent 527 SW 10TH ST, OCALA, FL, 344710207

Director

Name Role Address
Lovell Karin K Director 412 SE 19th Ave, Ocala, FL, 34471

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2024-11-15 Lovell, Karin K No data
REGISTERED AGENT ADDRESS CHANGED 2021-01-11 527 SW 10TH ST, OCALA, FL 34471-0207 No data
CHANGE OF PRINCIPAL ADDRESS 2009-04-16 527 SW 10TH ST, OCALA, FL 34471 No data
CHANGE OF MAILING ADDRESS 2009-04-16 527 SW 10TH ST, OCALA, FL 34471 No data

Documents

Name Date
AMENDED ANNUAL REPORT 2024-11-15
ANNUAL REPORT 2024-02-08
ANNUAL REPORT 2023-01-30
ANNUAL REPORT 2022-01-27
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-01-16
ANNUAL REPORT 2019-02-07
ANNUAL REPORT 2018-01-18
ANNUAL REPORT 2017-01-16
ANNUAL REPORT 2016-02-03

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2311507303 2020-04-29 0491 PPP 527 sw 10th st,, Ocala, FL, 34471
Loan Status Date 2021-08-05
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 43400
Loan Approval Amount (current) 43400
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 R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address Ocala, MARION, FL, 34471-0002
Project Congressional District FL-03
Number of Employees 5
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 43680.24
Forgiveness Paid Date 2021-02-12

Related by officers

Lovell Karin K

BRYAN MCKINLEY, LLC

Related by address

No related companies by address

Date of last update: 03 Feb 2025

Sources: Florida Department of State

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