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  5. RICHARD S. BERNSTEIN & ASSOCIATES, INC.

RICHARD S. BERNSTEIN & ASSOCIATES, INC.

Headquarter

Company Details

Entity Name: RICHARD S. BERNSTEIN & ASSOCIATES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 09 May 1977 (48 years ago)
Document Number: 533278
FEI/EIN Number 591759982
Address: 1551 FORUM PLACE, SUITE 300-A, WEST PALM BCH, FL, 33401
Mail Address: 1551 FORUM PLACE, SUITE 300-A, WEST PALM BCH, FL, 33401
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of RICHARD S. BERNSTEIN & ASSOCIATES, INC., NEW YORK 3144361 NEW YORK

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2022 591759982 2023-10-25 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2022 591759982 2023-10-13 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 15
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2021 591759982 2022-06-22 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2020 591759982 2021-10-14 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 12
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2019 591759982 2020-09-04 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 13
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2018 591759982 2019-10-02 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2017 591759982 2018-08-06 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2016 591759982 2017-10-05 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 16
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397

Signature of
Role Plan administrator
Date 2017-10-05
Name of individual signing RICHARD BERNSTEIN
Valid signature Filed with authorized/valid electronic signature
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2015 591759982 2016-10-11 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 15
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397
RICHARD S. BERNSTEIN & ASSOCIATES, INC. 401(K) PLAN 2014 591759982 2015-10-15 RICHARD S. BERNSTEIN & ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-01-01
Business code 523900
Sponsor’s telephone number 5616891000
Plan sponsor’s address 1551 FORUM PLACE, SUITE 300-A, WEST PALM BEACH, FL, 334012397

Signature of
Role Plan administrator
Date 2015-10-15
Name of individual signing RICHARD BERNSTEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BERNSTEIN RICHARD S Agent 1551 FORUM PLACE, STE 300A, WEST PALM BCH, FL, 33401

President

Name Role Address
Bernstein Robin S President 1551 FORUM PLACE, SUITE, 300A, WEST PALM BCH, FL, 33401

Chief Executive Officer

Name Role Address
BERNSTEIN RICHARD S Chief Executive Officer 1551 FORUM PLACE, SUITE 300 A, WEST PALM BEACH, FL, 33401

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G14000028619 BERNSTEIN INSURANCE GROUP EXPIRED 2014-03-21 2024-12-31 No data 1551 FORUM PL, STE 300A, SUITE 300-A, WEST PALM BEACH, FL, 33401

Events

Event Type Filed Date Value Description
AMENDMENT 2004-09-27 No data No data
AMENDMENT 2003-12-19 No data No data
AMENDMENT 2003-12-16 No data No data

Related by officers

BERNSTEIN RICHARD S

INSURANCE POLICY ESCROW, LLC TURCHAN INVESTMENTS LLC R & A BERNSTEIN INSURANCE PARTNERS LLC RSB DISTRICT LLC BREINES FINANCIAL SERVICES, INC. RIZBUR, INC.

Related by address

No related companies by address

Date of last update: 03 Jan 2025

Sources: Florida Department of State

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