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PALM BEACH TAX GROUP, INC - Florida Company Profile

Company Details

Entity Name: PALM BEACH TAX GROUP, INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

PALM BEACH TAX 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: 03 Aug 1970 (55 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 02 Dec 2013 (11 years ago)
Document Number: 367805
FEI/EIN Number 591305390

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

Address: 44 COCOANUT ROW, T-5, PALM BEACH, FL, 33480, US
Mail Address: 44 COCOANUT ROW, T-5, PALM BEACH, FL, 33480, US
ZIP code: 33480
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PALM BEACH TAX GROUP, INC. 401(K) PLAN 2023 591305390 2024-10-06 PALM BEACH TAX GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-11-15
Business code 541213
Sponsor’s telephone number 5616555777
Plan sponsor’s address 44 COCOANUT ROW, T-5, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2024-10-06
Name of individual signing ARY ROSENBAUM
Valid signature Filed with authorized/valid electronic signature
PALM BEACH TAX GROUP, INC. 401(K) PLAN 2022 591305390 2023-09-20 PALM BEACH TAX GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-11-15
Business code 541213
Sponsor’s telephone number 5616555777
Plan sponsor’s address 44 COCOANUT ROW, T-5, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2023-09-20
Name of individual signing ARY ROSENBAUM
Valid signature Filed with authorized/valid electronic signature
PALM BEACH TAX GROUP, INC. 401(K) PLAN 2021 591305390 2022-10-04 PALM BEACH TAX GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-11-15
Business code 541213
Sponsor’s telephone number 5616555777
Plan sponsor’s address 44 COCOANUT ROW, T-5, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2022-10-04
Name of individual signing ARY ROSENBAUM
Valid signature Filed with authorized/valid electronic signature
PALM BEACH TAX GROUP, INC. 401(K) PLAN 2020 591305390 2022-01-12 PALM BEACH TAX GROUP, INC. 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-11-15
Business code 541213
Sponsor’s telephone number 5616555777
Plan sponsor’s address 44 COCOANUT ROW, T-5, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2022-01-12
Name of individual signing ARY ROSENBAUM
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
MANUEL ROLAND C President 44 COCOANUT ROW, PALM BEACH, FL, 33480
MANUEL ANITA E Director 44 COCOANUT ROW, SUITE T-5, PALM BEACH, FL, 33480
DeToma Wanita M Exec 44 COCOANUT ROW, PALM BEACH, FL, 33480
MANUEL, ANITA E Agent 44 COCOANUT ROW, PALM BCH, FL, 33480

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2013-12-02 PALM BEACH TAX GROUP, INC -
NAME CHANGE AMENDMENT 2007-08-24 PALM BEACH TAX & FINANCIAL GROUP, INC. -
REGISTERED AGENT ADDRESS CHANGED 2004-01-07 44 COCOANUT ROW, STE T-5, PALM BCH, FL 33480 -
CHANGE OF PRINCIPAL ADDRESS 2001-03-12 44 COCOANUT ROW, T-5, PALM BEACH, FL 33480 -
CHANGE OF MAILING ADDRESS 2001-03-12 44 COCOANUT ROW, T-5, PALM BEACH, FL 33480 -
NAME CHANGE AMENDMENT 1988-11-30 A.E. MANUEL & ASSOCIATES, INC. -
REGISTERED AGENT NAME CHANGED 1984-06-22 MANUEL, ANITA E -

Documents

Name Date
ANNUAL REPORT 2024-02-09
ANNUAL REPORT 2023-01-24
ANNUAL REPORT 2022-01-25
ANNUAL REPORT 2021-02-01
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-05
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-03-02
ANNUAL REPORT 2016-02-15
ANNUAL REPORT 2015-01-12

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6627827103 2020-04-14 0455 PPP 44 Cocoanut Row Ste T-5, PALM BEACH, FL, 33480
Loan Status Date 2021-08-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 34235
Loan Approval Amount (current) 34235
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PALM BEACH, PALM BEACH, FL, 33480-0001
Project Congressional District FL-22
Number of Employees 2
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 34655.33
Forgiveness Paid Date 2021-07-08

Date of last update: 02 Apr 2025

Sources: Florida Department of State