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APPLE INSURANCE & FINANCIAL PLANNING, INC. - Florida Company Profile

Company Details

Entity Name: APPLE INSURANCE & FINANCIAL PLANNING, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

APPLE INSURANCE & FINANCIAL PLANNING, 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: 21 May 1999 (26 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 25 Oct 2002 (22 years ago)
Document Number: P99000046442
FEI/EIN Number 650943992

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

Address: 4901 PALM BCH BLVD, SUITE 290, FORT MYERS, FL, 33905, US
Mail Address: 4901 PALM BCH BLVD, SUITE 290, FORT MYERS, FL, 33905, US
ZIP code: 33905
County: Lee
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LARIVIERE BRIAN T President 4901 PALM BCH BLVD, FORT MYERS, FL, 33905
LARIVIERE BRIAN T Secretary 4901 PALM BCH BLVD, FORT MYERS, FL, 33905
LARIVIERE BRIAN T Treasurer 4901 PALM BCH BLVD, FORT MYERS, FL, 33905
LARIVIERE BRIAN T Director 4901 PALM BCH BLVD, FORT MYERS, FL, 33905
LARIVIERE BRIAN T Agent 4901 PALM BCH BLVD, FORT MYERS, FL, 33905

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G24000146590 GREAT FLORIDA INSURANCE ACTIVE 2024-12-04 2029-12-31 - 4901 PALM BEACH BLVD STE 290, FT MYERS, FL, 33905

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2022-01-22 4901 PALM BCH BLVD, SUITE 290, FORT MYERS, FL 33905 -
CHANGE OF PRINCIPAL ADDRESS 2019-07-11 4901 PALM BCH BLVD, SUITE 290, FORT MYERS, FL 33905 -
CHANGE OF MAILING ADDRESS 2019-07-11 4901 PALM BCH BLVD, SUITE 290, FORT MYERS, FL 33905 -
REINSTATEMENT 2002-10-25 - -
REGISTERED AGENT NAME CHANGED 2002-10-25 LARIVIERE, BRIAN T -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2002-10-04 - -

Documents

Name Date
ANNUAL REPORT 2025-01-08
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-01-22
ANNUAL REPORT 2021-03-04
ANNUAL REPORT 2020-01-21
ANNUAL REPORT 2019-03-05
ANNUAL REPORT 2018-03-06
ANNUAL REPORT 2017-03-16
ANNUAL REPORT 2016-02-13

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5222068507 2021-02-27 0455 PPP 4901 Palm Beach Blvd, Fort Myers, FL, 33905-3252
Loan Status Date 2021-09-28
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 98087
Loan Approval Amount (current) 48860
Undisbursed Amount 0
Franchise Name GreatFlorida Insurance
Lender Location ID 529471
Servicing Lender Name Itria Ventures LLC
Servicing Lender Address One Penn Plaza, Suite 4530, New York, NY, 10119
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Fort Myers, LEE, FL, 33905-3252
Project Congressional District FL-19
Number of Employees 6
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 529471
Originating Lender Name Itria Ventures LLC
Originating Lender Address New York, NY
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 49029.65
Forgiveness Paid Date 2021-09-01

Date of last update: 01 Mar 2025

Sources: Florida Department of State