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PALMER TRINITY PRIVATE SCHOOL, INC.

Company Details

Entity Name: PALMER TRINITY PRIVATE SCHOOL, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active
Date Filed: 12 Aug 1964 (60 years ago)
Document Number: 707696
FEI/EIN Number 237098500
Address: 7900 SOUTHWEST 176TH STREET, PALMETTO BAY, FL, 33157-6242, US
Mail Address: 7900 SOUTHWEST 176TH STREET, PALMETTO BAY, FL, 33157-6242, US
Place of Formation: FLORIDA

Legal Entity Identifier

LEI number Registered As Jurisdiction Of Formation General Category Entity Status Entity created at
549300KQ61CLZ0E6E757 707696 US-FL GENERAL ACTIVE 1964-08-12

Addresses
Legal c/o Roberts, Patrick, Head of School, 7900 South West 176th Street, Palmetto Bay, US-FL, US, 33157-6242
Headquarters 7900 South West 176th Street, Palmetto Bay, US-FL, US, 33157-6242

Registration details
Registration Date 2015-10-06
Last Update 2024-03-07
Status ISSUED
Next Renewal 2025-03-07
LEI Issuer 5493001KJTIIGC8Y1R12
Corroboration Level FULLY_CORROBORATED
Data Validated As 707696

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
PALMER TRINITY SCHOOL 403(B) DC PLAN 2023 237098500 2024-07-03 PALMER TRINITY PRIVATE SCHOOL, INC. 324
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 611000
Sponsor’s telephone number 3059694205
Plan sponsor’s mailing address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000
Plan sponsor’s address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000

Plan administrator’s name and address
Administrator’s EIN 133745616
Plan administrator’s name PENTEGRA SERVICES, INC.
Plan administrator’s address 701 WESTCHESTER AVENUE, SUITE 320E, WHITE PLAINS, NY, 10604
Administrator’s telephone number 8443672848

Number of participants as of the end of the plan year
Active participants 198
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 130
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 319
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 10

Signature of
Role Plan administrator
Date 2024-07-03
Name of individual signing BETTY CALDWELL
Valid signature Filed with authorized/valid electronic signature
PALMER TRINITY SCHOOL 403(B) DC PLAN 2022 237098500 2023-06-28 PALMER TRINITY PRIVATE SCHOOL, INC. 311
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 611000
Sponsor’s telephone number 3059694205
Plan sponsor’s mailing address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000
Plan sponsor’s address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000

Number of participants as of the end of the plan year
Active participants 212
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 110
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants with account balances as of the end of the plan year 313
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2023-06-28
Name of individual signing JOSE CHAO
Valid signature Filed with authorized/valid electronic signature
PALMER TRINITY SCHOOL 403(B) DC PLAN 2021 237098500 2022-09-14 PALMER TRINITY PRIVATE SCHOOL, INC. 309
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 611000
Sponsor’s telephone number 3059694205
Plan sponsor’s mailing address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000
Plan sponsor’s address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000

Number of participants as of the end of the plan year
Active participants 200
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 110
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 301
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2

Signature of
Role Plan administrator
Date 2022-09-14
Name of individual signing JOSE CHAO
Valid signature Filed with authorized/valid electronic signature
PALMER TRINITY SCHOOL 403(B) DC PLAN 2020 237098500 2021-06-24 PALMER TRINITY PRIVATE SCHOOL, INC. 308
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1995-07-01
Business code 611000
Sponsor’s telephone number 3059694205
Plan sponsor’s mailing address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000
Plan sponsor’s address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000

Number of participants as of the end of the plan year
Active participants 205
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 101
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 3
Number of participants with account balances as of the end of the plan year 299
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2021-06-24
Name of individual signing JOSE CHAO
Valid signature Filed with authorized/valid electronic signature
PALMER TRINITY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 237098500 2020-06-19 PALMER TRINITY PRIVATE SCHOOL, INC. 305
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 611000
Sponsor’s telephone number 3059694205
Plan sponsor’s mailing address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000
Plan sponsor’s address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000

Number of participants as of the end of the plan year
Active participants 205
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 101
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants with account balances as of the end of the plan year 299
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 1

Signature of
Role Plan administrator
Date 2020-05-29
Name of individual signing JOSE CHAO
Valid signature Filed with authorized/valid electronic signature
PALMER TRINITY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 237098500 2019-08-22 PALMER TRINITY PRIVATE SCHOOL, INC. 303
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1995-07-01
Business code 611000
Sponsor’s telephone number 3059694205
Plan sponsor’s mailing address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000
Plan sponsor’s address 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000

Number of participants as of the end of the plan year
Active participants 214
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 89
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2
Number of participants with account balances as of the end of the plan year 296
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of
Role Plan administrator
Date 2019-08-12
Name of individual signing JOSE CHAO
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Roberts Patrick Head of Agent 7900 SOUTHWEST 176TH STREET, PALMETTO BAY, FL, 331576242

Chief Financial Officer

Name Role Address
Chao Jose Chief Financial Officer 7900 SW 176th Street, Palmetto Bay, FL, 331576242

Head

Name Role Address
Roberts Patrick F Head 7900 SW 176th Street, Palmetto Bay, FL, 331576242

Trustee

Name Role Address
Navarro Marcel Trustee 7900 SOUTHWEST 176TH STREET, PALMETTO BAY, FL, 331576242
Bacardi Elizabeth Trustee 7900 SOUTHWEST 176TH STREET, PALMETTO BAY, FL, 331576242

Vice President

Name Role Address
Jesus Socorro Vice President 7900 SW 176th St., Miami, FL, 33157

Chairman

Name Role Address
Baiamonte Michael Chairman 16340 SW 84th Place, Palmetto Bay, FL, 33157

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000077253 PALMER TRINITY SCHOOL ACTIVE 2021-06-09 2026-12-31 No data 7900 SW 176TH ST., (MIAMI), PALMETTO BAY, FL, 33157

Events

Event Type Filed Date Value Description
REINSTATEMENT 2000-10-27 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2000-09-22 No data No data
AMENDMENT 1999-06-07 No data No data
REINSTATEMENT 1994-10-05 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 1994-08-26 No data No data
REINSTATEMENT 1993-06-16 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 1992-10-09 No data No data
REINSTATEMENT 1991-12-05 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 1991-10-11 No data No data
NAME CHANGE AMENDMENT 1991-07-23 PALMER PRIVATE SCHOOL, INC. No data

Related by officers

Navarro Marcel

MMG EQUITY PARTNERS ACQUISITIONS, LLC NDP MANAGEMENT, LLC PONCE TWO, LLC NDP HOLDINGS, INC.

Related by address

No related companies by address

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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